Despite the differences in how people age, we can all agree that older adults are a much more vulnerable group when it comes to financial fraud. In fact, the FBI estimates that senior citizens lose more than $3 billion each year to financial scams. Whether dealing with older clients or family members, advisors face challenges on how to assess vulnerability and protect them from financial loss.
Join our friends at IncomeConductor™ for a moderated discussion with Dr. Peter Lichtenberg, Director of the Institute of Gerontology and Founding Director of the Wayne State University Lifespan Alliance. A national expert in financial capacity assessment and financial exploitation, Dr. Lichtenberg has spent more than thirty years researching the intersection of financial capacity and financial exploitation and developing tools that can be used by advisors to assess and protect older adults.
During this session you will learn about:
- The relationship between early memory loss, financial decision making and financial exploitation
- New research on early memory loss and excessive spending
- The Financial Decision Tracker and its uses with clients
Sign up for one of the two times offered:
860-291-1998
Schedule Demo
