Dr. Andrea Holzner

Focusing on current issues surrounding intimacy, sexuality, and Dementia/Alzheimer's disease. Helping couples, caregivers, and industry, understand safety, nuances, changes, transitions, and couple closeness. Caregiver training on sexualized behavior, supporting residents, and education. Best practices and ethical standards of caregiving, aging communities, and industry housing. Enhanced caregiver, social worker and industry Alzheimer's training. Developing best practices with housing, caregiving, hospice, and grieving. Alternative therapies other than psychotropic drugs - research.

Key elements: 1. Understanding AD 2. Communicating (non invasive or threatening changes) 3. Modifying treatment procedures 4. Incorporating caregivers in the treatment process 5. Comprehensive approach - communication w/providers 6. Sustainable care

This presentation helps investment companies understand how to recognize cognitive challenges with clients to better equip staff and clients alike. For: Wealth management firms (e.g., Merrill Lynch, Edward Jones) Private equity firms managing older executives/founders Family office advisors Fiduciary law firms Trust departments in banks Elder law specialists With increasing longevity, investment firms are uniquely vulnerable to: Cognitive impairment in aging clients (and trustees) Ethical dilemmas around informed consent and capacity Legal risk due to delayed recognition of decline I offer: Discreet cognitive observation assessments Staff training to recognize early red flags in communication, memory, or behavior Protocols to refer clients compassionately without breaching privacy or trust Customized workshops or CEUs tailored to fiduciary professionals Tailored informational brochures for clients