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Your Aging Client: Issues with Diminished Capacity and Elder Abuse

Session Speakers
Session Description

Why Attend
Learn how you can effectively serve and protect elderly clients dealing with the challenges of dementia or financial abuse. 

Session Details
As your clients age, they may face problems such as diminished capacity, elder abuse, and fraud. Yet, many advisors aren’t as well-informed about these matters as they should be and are unprepared to help clients. Learn the definitions and signs of dementia and elder fraud, along with prevention steps and treatments, as a subject-matter expert discusses how to:

  • Develop protocols to educate and protect elderly clients
  • Utilize established resources for yourself and your clients
  • Recognize problems when they arise, communicate effectively with family, and take appropriate action
  • Stay on top of legal reporting responsibilities, FINRA rule changes, and pending legislation 

Additional Information
CPE-2 hrs, CIMA-2 hrs, CE-2 hrs
Extended Education Session
2h
Session Schedule