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April 25 Program

April 25 @ 8:30 am - 11:30 am

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9- 10 am – “Understanding FINRA’s New Elder Abuse Rule and Your Responsibilities” presented by Gail Buckner, CFP®, CRPS, AIF, Vice President, Franklin Templeton Investments

10 – 11 am – “Long Term Care Basics” presented by Patricia Hanson, MS, CLCP-Aging Life Care Professional, Managing Director, IKOR of Western Pensylvania

11 am – Tours of Providence Point

9 – 10 am – Elder financial abuse is a serious and growing problem. New FINRA rules impose new responsibilities as well as offer steps you can take to protect your most vulnerable clients. Learn how to recognize the signs that someone is being abused and the single most important thing advisors can do to prevent their clients from becoming victims. Read Gail Buckner’s bio here.

CE: 1 CFP, CLE, PA insurance pending
1 CPE granted

 

10 – 11 am – Long-term care is not the same for everyone. It depends on your clients, current health status, anticipated future needs, and their preferences for assistance in managing day-to-day activities. Finances are a very important part of the equation. But two people with the same health and financial profile may want to live in different types of settings and receive help in different ways.

The options for long-term care are varied and sometimes complicated. The good news is there is a lot of information available to your clients from many different sources. The bad news is that the information is often incomplete or inaccurate, driven by marketing agendas, and hard to apply to individual circumstance.

This session is designed to offer Legal, Financial, Insurance, and Fiduciary Professional, a comprehensive understanding of the elements of Long-Term Care, to support their clients to live their golden years with a proactive plan and not by default. Read Patty Hanson’s bio here.

8:30 am – Registration, Breakfast and Networking
9 – 11 am – Program
11 am – Tours of Providence Point

REGISTER HERE

Details

Date:
April 25
Time:
8:30 am - 11:30 am
Event Category:
Website:

Organizer

Gail Buckner and Patricia Hanson

Venue

Providence Point
500 Providence Point Blvd
Pittsburgh, PA 15243 United States
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Phone:
(412) 489-3550
Website:
http://www.providencepoint.org