Clients face a number of challenges as they age. Financial advisors are in a unique position to help seniors, and their loved ones, protect themselves from fraud, identity theft, and age-related issues—in advance of a crisis.
Educating older clients, caregivers, and potential next-generation clients about cybersecurity, new and current scams, and ways families can protect themselves—will only serve to enhance your firm’s advice and services. Join the Co-Founders of EverSafe—Howard Tischler, a veteran technology executive and cybersecurity expert, and Liz Loewy, a former fraud prosecutor, for a discussion about how your older clients can take simple steps to protect their financial health.
COVID has taught us important lessons about protecting clients’ financial health. During the webinar, Liz and Howard will review the following:
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.
- Why fraudsters are experts at taking advantage of calamities to scam seniors and loved ones — in new and sophisticated ways
- Why relying on ‘brick and mortar’ banks to keep an eye on assets, without digital protection, is no longer safe
- Why designating a team to participate in financial monitoring is critical