Protecting Your Clients From Financial Abuse

Protecting Your Clients From Financial Abuse

Protecting Your Clients From Financial Abuse - Bob Mauterstock

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Protecting Your Clients From Financial Abuse – Bob Mauterstock
Protecting Your Clients From Financial Abuse – Bob Mauterstock
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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:

  1. The recent legislation that will impact your ability to help you clients avoid financial abuse;
  2. Why some elder clients are susceptible to financial abuse;
  3. How to detect financial abuse that is affecting your clients;
  4. The steps you can take to help your clients avoid financial abuse.

This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

Your presenter is Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert, Speaker, Author, Facilitator.

Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert
Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert

 

Meet Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert

Retirement planning experience

In 1987 Bob qualified as a Certified Financial Planner® and became a specialist in retirement income planning, long term care planning, investment management and legacy planning. 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. In 1987 he qualified as a Certified Financial Planner® and became a specialist in retirement income planning, long term care planning, investment management and legacy planning. 

Retirement planning thought leadership and expertise

Bob Mauterstock, CFP®, ChFC, CLTC, 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. In 1987 he qualified as a Certified Financial Planner® and became a specialist in retirement income planning, long term care planning, investment management and legacy planning.

Bob focuses on helping financial advisers to learn the skills to advise their clients on eldercare issues. Most advisers have been well trained to do retirement planning, investment management and education funding. But few have the skills to help their clients (or their parents) deal with all the issues of aging.

Invest in Your Retirement Expertise.

1 hr CFP®, CRC®, and other CE Credit Reporting

We are a CE Quality Partner of the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).

We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.

Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.

CFP BOARD - CE Quality Partner - Retirement Resource Center

Do you need more than three hours of CE?

Then become a Subscriber!  Just notify us that you want to become a subscriber within 10 days of course purchase to apply the cost of your individual cost to a new subscription.

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