Join Elizabeth Loewy, General Counsel and Senior Vice President of Industry Relations for EverSafe, for a special webinar in which she will focus on ways financial advisers can help prevent fraud and abuse by using common tools such as guardianship, powers of attorney and technology. She will explain how to create a family fortress for clients and their families by utilizing sophisticated technology. Elizabeth will also address the FINRA and NASAA proposals related to senior investors.

Level of Complexity: Overview

Course Information
Course Date:
April 12, 2017
Course Objectives
  • Advise clients on fraud and abuse prevention by using tools such as: guardianship, powers of attorney, and technology
  • Help clients and their families build financial family fortresses to prevent fraud
  • Understand the recent FINRA and NASAA proposals as they relate to senior investors and their advisers
Elder Fraud & Financial Health
Speaker Information
E. Elizabeth Loewy  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
This course is no longer available for purchase.