What is an incapacity monitoring system and how can it be used to protect your clients or loved ones? Do you know when to say "no" to your clients or a loved one because they are mentally incapable? 

Incapacity is not determined by a person's age.

This workshop is intended to educate legal and financial professionals on how to incorporate incapacity monitoring into their financial plan or housing plans to reduce the effect of late interventions.

Let's start giving people the tools to succeed at the time of their need.  

Presenters: Nathan Spaling, RSSW, BA (Hons), JD

As a Registered Social Service Worker and Lawyer, Nathan has a unique experience working with people who live with (or are living through) vulnerable conditions or situations. However, during his time as a lawyer at a well-respected law firm operating out of the Waterloo, Wellington and Halton regions, he recognized that most industries do not have access to resources/training that allow for identification, analyzing and reporting on risks of incapacity and/or undue influence. 

In response to this, Nathan founded the Capacity Clinic and POA Registry to bring together resources from multidisciplinary leaders within the capacity evaluation area in order to reduce the barriers that vulnerable Decision Makers face when accessing services. 

Laurie Daschuk - Executive Director, Estate Planning Council of Canada

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Registration $25 - Recording Available

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors and Medical Professionals only.

Membership Information