Speaking at the Wharton School of Business AXA graduate summit, PMC Co-Director Dr. Jason Karlawish told an audience of banking and financial service industry professionals that they were on the “front lines” when it comes to detecting cognitive impairment.
Karlawish spoke of whealthcare, where health and wealth meet, and how one of the first things that people who are impaired lose is the ability to manage money. He added that banking and financial service industries are often on the front lines of screening and detection for impairment, and those involved in the industry should be aware of how to handle certain situations.
During the presentation, Karlawish fielded questions and concerns from attendees about current client situations involving impaired patients, as well as what to do in hypothetical circumstances.
Following personal anecdotes, Karlawish discussed how to grow a skill set in working with impaired patients, such as including the information of a client’s inner circle on record, and how to work with family members who are concerned for their loved ones.
Learn more about whealthcare at www.whealthcare.org.