2015 Advisor Network Summit
Elder Financial Fraud Abuse: How Advisors Can Be Part of the Solution

Speaker: David M. Kessler, Protecting the Elderly


Best practices (policies and procedures) for advisor firms to detect and prevent the exploitation of seniors and individuals with diminished capacity.  What legislation addresses these issues?   How to reach out to anyone with contact with older people to inform them of these issues, especially when the majority of elder exploitation cases involves a family member.