Elder Financial Abuse – Growing concern for all Financial Advisers
Overview
What are the options for your clients if they are victim of elder financial abuse?
This session 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
- Financial hardship provisions
- The role of a professional advisor
Learning Outcomes:
Attendees will
- Gain an understanding of what elder financial abuse is, how the law responds and how you can assist your clients.
- Learn how to implement some practical tips to assist your clients
Suited to:
Financial Planners, Accountants and Lawyers.
This On Demand recording Includes:
- Recording of the Live Webinar, which can be viewed multiple times, for as long as required
- Presenters contact details for follow up questions
- CPD Quiz
- CPD Certificate
- CPD Report – Logged automatically
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
Course syllabus
3 lessons
- Video – Elder Financial Abuse – Growing concern for all Financial AdvisersVideo
- Feedback Survey QuestionsSurvey
- Knowledge QuizTest
Your presenter
Jemma Briscoe,Aged Care Gurus
Head of Research and Technical Advice, Aged Care Gurus.
Jemma is responsible for developing and delivering the content for a variety of accredited retirement communities and residential aged care workshops to Financial Planners, Lawyers and Accountants. Jemma also conducts ongoing research into this industry and provides technical support and assistance to the national network of Aged Care Guru Advisers.
Jemma is a lecturer and tutor at the University of Technology, Sydney (UTS) Jemma delivers subjects such as Equity Valuation and Corporate Finance. Jemma has provided consulting advice in course and content development to several Universities and has a background in equities research, consulting and Chartered accounting. Jemma holds a Masters of Applied Finance, B. Business and is a CPA.