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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Preventing Elder Abuse Webinar Series

Older Americans lose billions of dollars a year to scams and other types of financial abuse. Our Preventing Elder Abuse webinar series explores how financial abuse manifests and what attorneys can do to educate, prevent, and intervene in order to best serve their clients. Note: These webinars are not CLE programs.

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