Why a Trusted Contact Matters
Join for this informative webinar, Why a Trusted Contact Matters, to learn about these enhanced investor protections including, identifying a Trusted Contact Person and the conditions financial advisors and firms must meet when placing a Temporary Hold. The speakers will explain how a trusted contact person can help protect one's assets and what to consider when choosing someone for this role. Participants will also learn how to identify and recognize financial abuse, steps to prevent financial elder abuse and what to do if you suspect elder abuse.
Learn more and register.
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Organizer
Why a Trusted Contact Matters
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Location
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Date (PDT)
This event has passed.
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Time (PDT)
10:00 AM - 1:00 PM
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