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March 19, 2020 @ 12:00 pm - 1:00 pm EDTFree to AFCPE Members
What do you do if your client is a victim of financial elder abuse? What if your client is the perpetrator of financial elder abuse? These are just a couple of many possible ethical challenges a financial counselor, planner, or advisor might encounter in their career. Even with the best intentions, it can be hard to handle these types of situations without proper preparation. This highly-interactive webinar will explore a number of real-life ethical scenarios, and will facilitate a discussion on how to prepare to successfully meet ethical challenges.
Presenter: Summer Red, AFC®