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Don't Let Cognitive Decline Derail Your Finances

Carolyn McClanahan discusses how investors and advisors can protect against negative consequences.

Christine Benz: Hi, I'm Christine Benz for Morningstar. I'm here at the Morningstar Investment Conference, and I'm delighted to be joined today by Carolyn McClanahan. She is cofounder of Whealthcare Planning and she is going to be talking to us today about cognitive decline and how individual investors and potentially financial advisors who are assisting them can help assist their clients in protecting against cognitive decline affecting their financial plans.

Carolyn, thank you so much for being here.