Open Hours
Date: November 12, 2026
Time: 4:00-5:00 pm ET
Navigating Cognitive Decline
One of the More Difficult Challenges in Wealth Management
Advisors may not recognize changes in a client’s cognitive abilities until a pattern of unusual decisions has already had financial consequences for the family.
This Open Hours session will feature special guest Brian Brogan, a family wealth consultant and professor at Saint Joseph’s University. He is Harvard-trained in behavioral finance and will be sharing his perspective on how behavioral awareness can help wealth advisors recognize potential signs of cognitive decline, understand its impact on clients and their families, and prepare for the decisions ahead.
We'll Be Discussing:
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The Value of a Behavioral Baseline
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Recognizing Behavioral Shifts
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Opening Sensitive Conversations
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Cognitive Readiness in Succession Planning
Please join us!
You’ll leave with some valuable insights and a Natural Behavior Baseline and Watch-List Template to help you prepare for changes that may affect your clients and their families.
Confirm Your Attendance!
Register Now
You must register in advance.
After we receive your registration information, a calendar invitation will be sent to you with the necessary details and the link to join the virtual session.
Please note that the confirmation email may take up to one hour to arrive.
Advisor Succession Tsunami
Date: January 21, 2027
