What are the options for your clients if they are victim of elder financial abuse?
This webinar will focus on elder financial abuse and what options are available for clients who have suffered significant financial losses. Elder financial abuse can impact significantly on a client’s life choices, carefully laid estate planning arrangements, social security entitlements and choices in residential aged care.
We will cover the following:
• What is elder financial abuse?
• Common elder financial abuse scenarios and how existing laws respond
• Barriers facing older clients in seeking assistance
• The role of a professional advisor
Attendees will gain an understanding of elder financial abuse and how they can assist their clients to address the consequences.
Webinar Learning Outcomes:
Understand what elder financial abuse is, how the law responds and how you can assist your clients.
Industry Professionals, Financial Planners, Para Planners, Accountants and Lawyers.
Jessica Latimer is a senior solicitor specialising in dispute resolution and elder law. Jessica heads up Moores’ elder financial abuse practice with a focus on assisting vulnerable older clients to recoup financial losses.
Rachel Lane is the Principal of Aged Care Gurus where she oversees a national network of specialist advisers. She has co-authored a number of books including the very popular “Aged Care, Who Cares?” with Noel Whittaker and writes a regular column for Fairfax Money. Rachel has specialized in Retirement Living and Aged Care for over a decade and holds a Masters in Financial Planning.
Your webinar purchase includes:
• PowerPoint presentation
• Supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter
28 November 2019