With enactment of the Senior $afe Act, investment advisers and other financial professionals have received a measure of relief in their increasingly challenging efforts to protect senior clients whom they suspect of being victims of elder financial abuse. Financial professionals now have safe harbor from civil liability when reporting suspected cases of elder financial abuse to authorities – if they have received proper training from their employers.
A panel of experts will explore the latest legislative and regulatory developments and provide guidance on appropriate policies, procedures, and training in this area. Topics they will discuss include:
- Elder Financial Abuse
- Senior $afe Act
- Adviser Policies and Procedures
- What to Expect from Adult Protective Services: State Issues
Registration for the live webinar has closed.
IAA Members and IAA Associate Members: The live webinar and a link to the recording are complimentary. The reocrding link will be posted within five business days after the webinar.
Non-Member Registration Fees: The recording will be available for purchase after August 23. Contact firstname.lastname@example.org to purchase the recording ($250).
Cancellations and substitutions must be received in writing no later than noon ET on Wednesday, August 22. There are no refunds for cancellations after this date. Email your requests to email@example.com.
Webinar Audio Platform
Audio for this webinar will be broadcast through the internet via your computer speakers. Please visit the IAA's Webinar FAQ page or email firstname.lastname@example.org if you have questions.
For questions regarding this call, contact the IAA at (202) 293-4222 or email email@example.com.