This course will be LIVE on: Thursday, November 20, 2025, 2:00 PM – 3:00 PM EST.

Attend the upcoming LIVE WEBINAR without the need to take the online quiz to receive CE! If you miss the webinar you will be able to take the online recorded course 10-14 days after the live event to receive 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. 

The Money and Memory session is specifically designed for financial and long-term planners to help people with the financial realities that many will encounter. 

By preparing for the possibilities ahead, individuals can live through retirement with a peace of mind around their financial reality. 

As cognitive issues can occur at any age, knowing the ways to protect our clients before there is a medical situation is essential. Christine will present practical tools, resources, and strategies for working with clients who are experiencing cognitive constraints. This topic is critical knowledge for financial professionals and for protecting the assets clients have built over the years.

In "Money and Memory: Beyond Retirement – Planning for the Senior Set" by Christine Moriarty, you will:

1. Recognize different forms of cognitive impairment;
2. Understand clients' personal and financial restrictions as they age;
3. Create systems in your practice to prevent scams, fraud and memory related money loss;
4. Ease this transition for your client by instilling steps to help them now. 

Your presenter is Christine Moriarty, CFP, MoneyPeace.

Ms. Moriarty is an international financial speaker, author and coach. She has been quoted extensively in publications from Good Housekeeping to The Boston Globe. She has published in MarketWatch, NAPFA magazine in several periodicals and on-line publications.

She has worked with clients for over thirty years. She has taught at the college level for over twenty years. She earned a BS in Finance, MBA in Entrepreneurship and a Certification in Financial Planning. She is living her dreams by residing in the Green Mountains and helping others make peaceful, practical, prosperous financial choices. 

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  You are responsible for reporting all other certifications for CE credit.  

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The $29 fee is waived for all 90 Days – $99 and 365 Days – $199 subscriptions. Subscribers have ALL ACCESS to this and 50+ other live, rebroadcast, and on-demand courses at no extra fee!