Boston Chapter

The Society is a network of select credentialed members working in diverse financial disciplines – bound together to pursue knowledge, uphold the highest ethical standards and form meaningful relationships for the benefit of our clients. 

Join us on Wednesday, October 5, 2016

7:30 am to 9:30 am - Marriott Residence Inn/Needham, 80 B Street, Needham, Massachusetts

Competence, Capacity and Your Practice:  

Identifying Potential Cognitive Decline and What to Do About It

This event is sponsored by:

In this presentation you will learn...

With over 20 million people in the U.S. in their 70s and 80s and the almost 75 million in the Boomer generation, more and more of our clients are at risk for senior financial abuse. Understanding the impact of aging on mental capacity and being able to identify, measure and manage a client’s competence to make financial and legal decisions has not only become an ethical concern to our professions, but a regulatory one as well. In this session you will hear from experts and practitioners who will help you:

  • Understand what competence and capacity mean;
  • How to identify “red flags” of senior financial abuse and reduced mental capacity;
  • Develop practice management strategies to protect your clients’ best interests as well as your practice;
  • Understand the growing regulatory environment surrounding senior financial abuse; and
  • Help your clients build a plan today to protect against senior financial abuse in the future.

This panel discussion will be moderated by Sybil A. Durgin, CFP®

Meet Our Speakers:

Brian T. Liberis, Esquire

Partner, Gilmore, Rees & Carlson P.C.

Brian is an estate planning and estate and trust administration attorney. His experiences in both lifetime planning and post-mortem administration give him a unique perspective into the planning process, allowing him to skillfully advise clients, often working with them during multiple stages of their lives. He takes great care in listening to his clients’ needs and advising them through what can often be an intimidating experience.

Brian works with individuals and families on all aspects of their estate planning. Realizing that no one client or family is the same as another and that every situation requires a unique and personalized solution, Brian takes the time to uncover the unique circumstances facing each client. He does a great deal of work with clients within blended families; couples in second marriages; and families with children with special needs and circumstances.

Brian uses a variety of estate planning tools to benefit clients. In addition to wills and revocable trusts, Brian prepares sophisticated estate planning documents, including Qualified Personal Residence Trusts, Grantor Retained Annuity Trusts and Irrevocable Life Insurance Trusts.

Brian is based in the firm’s Wellesley office and also meets with clients in the Franklin office.

Dr. Christopher Van Kleeck

Dr. Chris Van Kleeck obtained a doctoral degree from William James College in 1987 and earned his Massachusetts psychologist license in 1988. Dr. Van Kleeck has a private practice in Worcester, MA where he has been treating adults of all ages for almost 3 decades. 

Throughout his professional career he has worked with elders in nursing homes, assisted living facilities, and adult day care centers. During the past years he has been performing in home evaluations of seniors to determine if they retain legal capacity to make independent decisions. 

Referrals often include situations where the elder is being scammed or when legal documents need to be signed. Dr. Van Kleeck performs this service privately and is also contracted with Minuteman Senior Services and Central Mass Boston Elder Services. 

 In his non-working life he is happily married with two handsome adult sons.

Boston Chapter of the Society of Financial Service Professionals

Phone: 617.285.2845  Email:

Boston FSP is a 501(c)6 non-profit organization.

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