Jack Broyles and Associates 25 Highland Village, Suite 100-132 Dallas, Texas 75205 (214) 934-7280 [email protected] Website: Jackbroylesandassociates.com. Jack Broyles, CEO. THE ALZHEIMER’S TSUNAMI: PREPARING FOR THE WORST.
25 Highland Village, Suite 100-132
Dallas, Texas 75205
Jack Broyles, CEO
THE ALZHEIMER’S TSUNAMI: PREPARING FOR THE WORST
Jack has created a very compelling presentation designed to prepare financial professionals to assist their clients in creating investment plans and budgets for those diagnosed with Alzheimer’s disease.
FINRA Rule 2111 is concerned with Diminished Capacity, Elder Abuse, and the suitability of investment recommendations made by advisors and their firms.
Jacks educational program takes financial professional through a step by step process that will prepare them to make suitable investment recommendations based on their client’s current financial situation, and to recognize the warning signs of Diminished Capacity and Elder Abuse.
He also offers client educational seminars to help families be prepared to care for love ones who have been diagnosed with Alzheimer’s Disease.
“EQUIPPING FINANCIAL PROFESSIONALS TO BETTER SERVE THEIR CLIENTS.”