As many of you know, preventing elder financial abuse is a topic that is near and dear to my heart. I am delighted to invite you to a program on January 21, 2019 in Chicago on what financial advisors, CPAs, tax preparation professionals, attorneys, and others who work with elders should know about how to protect clients from elder financial abuse. Not only is elder financial abuse devastating to the financial well-being of aging baby boomers, but research shows that it can lead to an early death.

But how can we do this without alienating clients?  We will discuss relationship-enhancing  ways to make preventing elder financial abuse an integral part of your practice.

preventing elder financial abuse program flyerSpeakers include Don Blandin, head of the Investor Protection Trust, Dr. Robert Roush of Baylor University Medical School, Tanya Solov, Director of Illinois Securities Department, John Wasik, Forbes reporter and author of many books, John Holton, Director of the Concordia University Gerontology Institute and former Director of the Illinois Department on Aging, and legal and financial professionals.

  • Robert Roush will start the program with the latest research on how our brains change as we age. These are changes that make us more likely to make bad investment and financial decisions.
  • Wendy Cappelletto of the Cook County Public Guardian’s Office and Diane Slezak of Age Options will discuss elder financial abuse they have seen and what government and social service agencies are able to do.
  • Chris Genzler of Forum Financial Management will moderate a discussion with Deanna Salo of Cray, Kaiser Ltd., and Eleonore Weber of Your Life Security, and Karen Jones of U.S. Trust on cognitive decline of clients and how they have dealt with the issue in their financial services practices.
  • John Wasik will speak at lunch about elder financial exploitation – including how this happened in his own family.
  • Kathryn Casey, an estate planner, will share innovative tools to protect elders from potential exploitation.
  • Lisa Braganca, investor protection attorney, will moderate a discussion with Don Blandin and Tanya Solov on best practices, laws, regulations, and rules that financial professionals need to know about elder financial exploitation.

The program will take place at the offices of Blue Cross/Blue Shield at 200 East Randolph, Chicago.

A continental breakfast and lunch will be served. You can register here:  https://gradschool.cuchicago.edu/the-centers/financial-stewardship-and-older-adults–choices-options-and-best-practices/. Space is limited so register early.

Here are some of the other pieces I have posted on preventing elder financial abuse:

http://secdefenseattorney.com/blog/2017/11/01/elderly-relative-suspicious-investments/

http://secdefenseattorney.com/blog/2017/11/14/fighting-financial-abuse-aging-veterans/

http://secdefenseattorney.com/blog/2018/01/10/retired-considering-annuities-wait/

http://secdefenseattorney.com/blog/2018/11/05/determining-client-capacity-aba-10-commandments/

http://secdefenseattorney.com/blog/2018/03/21/elder-financial-abuse-in-top-10-elder-scams-list/

http://secdefenseattorney.com/about/

tiger logoLisa Bragança recovers losses for investors all over the country, protects whistleblowers, and defends individuals and businesses in government investigations. As a Branch Chief with the SEC Division of Enforcement, Lisa investigated a wide range of investment fraud and Wall Street misconduct. Lisa has advocated for elders and people with disabilities for many years.

You can reach Lisa at (847) 906-3460. You can follow Lisa on Twitter @LisaBraganca.

Disclaimer: This information is for general purposes only and should not be interpreted to indicate a certain result will occur in your specific legal situation. The information on this website is not legal advice and does not create an attorney-client relationship.