02/27/2019 Protecting Your Clients From Financial Abuse – Bob Mauterstock – Rebroadcast

“Protecting Your Clients From Financial Abuse”
by Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert, Speaker, Author, Facilitator
Webinar – Wednesday, February 27, 2019, 11 AM – Noon EST

Elder financial abuse is a growing problem creating annual losses to families estimated to exceed $2.9 Billion per year. As retiring boomers become part of this population the problem is expected to increase dramatically.
It is critical for financial advisors to be aware of recent legislation that will affect their ability to deal with this crisis, and understand the steps they can take to help their clients avoid significant loss resulting from financial abuse. This webinar will give advisors the skills they need to protect their clients. [read more …]

Leave a Comment (0) ↓