12/27/2018 Protecting Your Clients From Financial Abuse – Bob Mauterstock – Rebroadcast
This course is brought to you from a recent live webinar and will be REBROADCAST on Thursday, December 27, 2018, 12:00 PM – 1:00 PM EDT – no need to take the online quiz to receive CE when you attend the webinar! Or you may take this online recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Elder financial abuse is a growing problem creating annual losses to families estimated to exceed $2.9 Billion per year.
As retiring boomers become part of this population the problem is expected to increase dramatically.
It is critical for financial advisors to be aware of recent legislation that will affect their ability to deal with this crisis, and understand the steps they can take to help their clients avoid significant loss resulting from financial abuse.
This webinar will give advisors the skills they need to protect their clients.
In “Protecting Your Clients From Financial Abuse” by Bob Mauterstock you will learn:
- The recent legislation that will impact your ability to help you clients avoid financial abuse.
- Why some elder clients are susceptible to financial abuse.
- How to detect financial abuse that is affecting your clients.
- The steps you can take to help your clients avoid financial abuse.
Bob Mauterstock is an accomplished speaker, author and sought after authority on the financial concerns of baby boomers and their adult children. For over 35 years, Bob has helped families achieve a worry-free, comfortable retirement. He has inspired baby boomers and their adult children to give each other the gift of communication and preserve their legacy for future generations.
Bob is the author of Can We Talk? A Financial Guide for Boomers Assisting Their Elderly Parents, Passing the Torch, Critical Conversations with Your Adult Children and Financial Advisor Safeguard Volume 1: How to Protect Yourself, Your Practice and Your Aging Clients Who Have Diminished Mental Capacity.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
1 hr CFP®, CRC®, and other CE Credit Reporting
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Overall Rating: 4.8 / 5
Video and audio MP3 formats available
Specifications: 60-minute webinar course
Knowledge Level: 2 – Basic
Visit Retirement Insight & Trends, InFRE’s newsletter for retirement professionals, for a summary of this presentation.