easy · Certified Financial Planner Risk Management
A planner notes that an 84-year-old client has begun making large transfers to a recently met neighbor who now answers questions on the client's behalf during meetings.
What is the most appropriate next step for the planner?
- Meet with the client alone and assess the situation factually
- Diagnose the client with cognitive impairment to stop the transfers
- Advise the client to designate the neighbor as a beneficiary
- Immediately freeze all of the client's accounts
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