As our clients are aging they are more prone to being taken advantage of financially from loved ones, strangers, scams, and even from their diminished mental compacity.

In this episode, Richard is going to share some real client stories of elder care abuse and how it was handled.   He explains how to look for it and the process of dealing with clients who possible are being taken advantage of.  He also talks about when clients might be dealing with diminished mental capacity.

Email Richard Oring for suggestions or you would like to be a guest on a future episode: [email protected]


#elderabuse


Additional Links on Financial Elder Abuse
The United States Justice Department - Elder Abuse
Finra Senior Exploitation Rules
FINRA - Rule 2165
FINRA - Protecting Seniors From Financial Exploitation
Investor.gov (SEC) - Senior Safe Act Fact Sheet
FINRA Rule - 4512



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