CLIENT INSIGHTS Brain Health, Family Decisions, and Your Financial Plan

Date: June 2025

Conversations about money can change when cognitive health is part of the picture. This webinar explores how changes in brain health can affect financial decision making over time—and why early, proactive discussions can help families plan with greater clarity, confidence, and care.

In this session, we’ll explore:

  • An overview of how cognitive function can evolve over time and early indicators of cognitive decline, presented by Dr. Allison Sekuler
  • Financial warning signs that may signal emerging cognitive challenges
  • Practical ways advisors and families can start timely, thoughtful conversations before decisions become urgent

This session is designed to support more informed, proactive financial planning as cognitive health evolves—and to help normalize conversations that are often delayed or avoided.

10 themes for 2025


HOST AN EVENT FOR YOUR GROUP

If you would like Andersen Midgley Wealth Counsel to host an event for your group, please contact us at 647.798.4061 or send an email to AndersenMidgley@raymondjames.ca.