New Strategies for Retirement Planning and Preventing Elder Abuse in the New Economy

Video | Elder Abuse comes in many forms and is often caused by those we trust the most. Learn how to protect yourself and make informed choices to make the best out of the rest of your life.

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Trusted Contact Persons Webinar

Studies show that the elderly are vulnerable to fraudulent schemes in most instances due to cognitive impairment and often times, it’s by a predator that they know (caregiver, close relative, etc.). A new FINRA rule recently became effective that tries to address this problem. It permits seniors to designate a "Trusted Contact Person" for their investment accounts.

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