• storm clouds gathering
    December 26, 2018

    Preventing Elder Financial Abuse Program

    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.

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  • Truth without proof program description
    November 30, 2018

    Truth without Proof? Blockchain on Trial

    You have irrefutable proof of a blockchain transfer of bitcoin. But how do you get that blockchain transaction into evidence?  It is not as easy as you think. The Chicago Bar Association Financial and Emerging Technologies Committee, FinTEx, ChicagoBlockchainProject, ChicagoBlockchain Center and the Loyola University School of Law present this live demonstration of how legal practitioners can navigate the rules of evidence with respect to blockchain ledger entries and crypto-assets.

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  • old fashioned radio
    November 15, 2018

    Our past experiences affect our current investments

    As human beings, we are influenced by all our past experiences. That means that our past experiences affect our current investments and other decisions. If your earliest investment experiences were during the 1970s — when interest rates were approaching 20% — you will forever think about investments differently than if your earliest investment experiences were during the dot.com bubble. This is why the research of behavioral economists like Nobelist Richard Thaler is so important for investors.

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  • elderly couple walking
    November 5, 2018

    Determining client capacity – ABA 10 Commandments

    The American Bar Association recently published some very helpful guidance for lawyers in considering client capacity to make legal and other decisions. The most important directive is that the correct question is NOT whether a client has capacity — it is whether a client has capacity TO DO A PARTICULAR THING.

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