•Folks Who Are Low-Wealth Also Need Wealth Advisers
•Healing ‘Pain Points’ for Multi-generational Family Businesses
Webinars
Financial Exploitation Prevention Act
Webinar Series (recording is available)
Topics include: Identifying Financial Exploitation, Money Safety for Seniors, Elder Abuse Task Force Overview
Elder Financial Exploitation - An ABA Frontline Compliance Training Course — Free to ABA Members
Explains the forms of financial exploitation and how to recognize telemarketing schemes and online financial abuse. Explores the characteristics of seniors that make them targets of financial abuse. Analyzes the state and federal laws concerning elder financial abuse and how banks play a significant role in recognizing victimized seniors.
Paying Caregivers and Employees from a Trust - Free to MBA members
Resources
- Safe Banking for Seniors
- Older Americans Benchmarking Survey
- Protecting Seniors Guide
- Infographics
- Elder Financial Exploitation Prevention Training
- Elder Finance Resource Page
Conferences and Schools
Midwest Trust and Wealth Management Conference October 11-13, 2023
ABA Trust and Wealth Management Webinars (select member)
ABA Wealth and Trust School
ABA Wealth and Trust School - Advanced