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Description
RIAs have the unique ability to potentially protect clients from financial abuse and exploitation. The Presenters describe how to identify the red flags of client abuse and financial exploitation, knowing when to report abuse to relevant authorities, and understanding powers of attorney.
Learning Objectives
The participant can identify red flags of elder abuse and financial exploitation to ensure they are adequately protecting their clients from financial abuse every time.The participant can understand issues related to powers of attorney, when they are needed, and how to operate alongside a party who holds a power of attorney.