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Preserving Financial Autonomy: The Role of Cognitive Function

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September 20th at Noon ET / 11:00am CT (60 minutes)

Guest Speakers: Quinn Kennedy, PhD, Director of Aging Research, neuroFit and Peter W. Johnson, Jr., Founder & Principal, PW Johnson Wealth & Legacy, LLC

Host:  John A. Warnick, Esq., Founder, Purposeful Planning Institute

Financial autonomy, having control over your financial decision and behaviors, is something that many of us take for granted.  However, cognitive decline and impairment can reduce or even lead to the loss of our financial autonomy.  In this webinar, we will provide a primer on cognitive function and how it impacts financial autonomy, and how you can be both protective and proactive about preserving your and your clients’ financial autonomy.

Introduction to Our Guest Speakers

Dr. Quinn Kennedy earned a PhD in Psychology and completed postdoctoral training in Cognitive Aging, both at Stanford University.  She is the Director of Aging Research at neuroFit.  Dr. Kennedy has over 20 years of research experience in investigating factors that affect older adults’ decision making, memory and performance. Dr. Kennedy’s research has been recognized through multiple awards, grants, and peer reviewed journal publications including Psychological Science, Psychology of Aging, and Journals of Gerontology.  With her collaborators, her work has been featured on Channel 2 news,  NPRThe New York Times, San Francisco Chronicle, and Science. Dr. Kennedy is a popular speaker on healthy cognitive aging, and conducts the workshop, Planning for your late life brain: habits you can build now to maintain cognitive function later, through Stanford Continuing Studies.  She has partnered with Peter Johnson of PW Johnson Wealth Management, to launch an online webinar series  designed to illustrate why cognitive boosting activities should be incorporated into your retirement plan.   Through her consulting business, Dr. Kennedy works with companies to incorporate lifestyle activities that promote good cognitive function into their business model.

For over 30 years, Peter Johnson has served individuals and families with their wealth and financial planning needs. His own experiences with his family of origin fuel his commitment to family legacy work; in particular, peacemaking, mentoring and connection. Peter’s deep respect and passion for nature connection and awareness, as well as other transformative practices, has led to the creation of Family Nature Retreats℠, which creatively combine proven, multi-disciplinary practices in uniquely rich, integrated programs that strengthen family bonds and build wealth. Peter has been an active leader in the development of Collaborative Practice Trusts & Estates since its inception in 2012. Peter is past President of the Silicon Valley Chapter of the Financial Planning Association (FPA), and has served on the national FPA Ethics Committee. His writing has been featured in The Wall Street Journal, The Journal of Practical Estate Planning, The Journal of Financial Planning, and Black Enterprise.

 

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September 20

@ 12:00 pm

1:00 pm

EDT