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Webinar #5: How can I protect myself and my family from elder financial fraud?

“Webinar #9: How do I make withdrawals from my retirement savings to minimize taxes and increase how long my money lasts?” has been added to your cart. View cart
The Impact of Retirement Age Uncertainty on Retirement Outcomes - David Blanchett

$19

 
SKU: Webinar #5: How can I protect myself and my family from elder financial fraud? (Consumer) Category: Consumers
  • Description

Description

Our webinars help you PROTECT your retirement from risks

Webinar #5: How can I protect myself and my family from elder financial fraud?

Bob Mauterstock, CFP®,ChFC, CLTC, Eldercare Expert
Bob Mauterstock, CFP®,ChFC, CLTC, Eldercare Expert

Elder financial abuse is a growing problem. As retiring boomers become part of this population the problem is expected to increase dramatically. It is critical for you to understand the steps you can take to protect yourself or loved ones from financial abuse.

Three things you need to know:
1. Nine steps you should take to protect yourself.
2. The importance of holding family meetings to make your financial and caregiving wishes known.
3. What to include in a “Lifefolio” of important financial information.

[embedyt] https://www.youtube.com/watch?v=HRfOlDGpJOc&width=300&height=169&iv_load_policy=3[/embedyt]

 

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