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.
Overall Rating: 4.8 / 5
Retail: $29.00Add to Cart
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 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
Invest in Your Retirement Expertise
1 hr CFP®, CRC®, and other CE Credit Reporting
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