No
Yes
View More
View Less
Working...
Close
OK
Cancel
Confirm
System Message
Delete
Schedule
An unknown error has occurred and your request could not be completed. Please contact support.
Scheduled
Wait Listed
Personal Calendar
???connect.schedule.participant???
Conference Event
Meeting
Interest
There aren't any available sessions at this time.
Conflict Found
This session is already scheduled at another time. Would you like to...
Loading...
Please enter a maximum of {0} characters.
{0} remaining of {1} character maximum.
Please enter a maximum of {0} words.
{0} remaining of {1} word maximum.
must be 50 characters or less.
must be 40 characters or less.
Session Summary
We were unable to load the map image.
This has not yet been assigned to a map.
Search Catalog
Reply
Replies ()
Search
New Post
Microblog
Microblog Thread
Post Reply
Post
Your session timed out.
Meeting Summary
The session has been added to your schedule
The session has been removed from your schedule
 

Your Aging Client: Are You Prepared for Diminished Capacity and Elder Fraud?

Session Speakers
Session Description

Why attend:
Develop protocols to help guide your aging clients through diminished capacity and protect against elder fraud.

Session details:
Aging clients become increasingly susceptible to diminished capacity and/or elder fraud. Yet many advisors have insufficient knowledge of these issues, and don’t adequately prepare themselves or their clients. In this 90 minute pre-conference session, learn how to become an informed and trusted resource for your clients as they age. Gain insight into:

  • The nature and causes of diminished capacity, and signs to watch for
  • Ways to educate clients about abuse and fraud before they occur
  • Your legal responsibilities
  • Protocols to implement when you suspect diminished capacity, elder fraud, or both

Additional Information
CIMA-1.5 hrs, CE-1.5 hrs
Pre-Conference Session
1h 30m
Session Schedule