Financial Exploitation: How Financial Advisors Can Be the First Line of Defense

Summary

The increasing prevalence of financial exploitation is putting more and more financial plans in jeopardy. Janus Henderson seeks to help conquer the stigma of financial exploitation, educate advisors on tools to identify at-risk clients, and provide resources for clients to recover financially and emotionally. This exclusive program was built in partnership with Wayne State University and their Institute of Gerontology, and leverages the extensive resources that Dr. Peter Lichtenburg, PhD, and the University have built over the past 17+ years.
 

Key agenda items include:

• Redefining who is vulnerable and the common types of fraud
  
  
• A look at troubling trends over the past five years and the impact on all age groups
  
  
• Implementation strategies for advisors, including best practices for having difficult conversations
  
  
• Key steps clients can take to protect themselves

Speaker