Check the news on any given day, and you’ll likely run across another sad tale of financial fraud. Even the most sophisticated investors can fall prey to it, as the Bernie Madoff saga clearly demonstrates. But you don’t have to run in Madoff’s circles to encounter financial abuse. A 2009 survey of Certified Financial Planner™ professionals found that 60% of respondents knew a consumer who had experienced fraud or abuse at the hands of another advisor. The most likely targets of financial fraud or abuse were senior citizens, aged 61-75. According to the Elder Financial Planning Network, seniors have lost $2.6 billion to financial mismanagement or abuse.
Learn how to recognize the potential signs of financial abuse that should alarm you of these issues before they can happen to you.
Date: Thursday, September 13
Times: 1:00 - 3:00 or 6:30 - 7:30
Registration:
For the 1:00 seminar -
Click hereFor the 6:30 seminar -
Click here
Joseph G. Budd is a Managing Partner, Budd, Melone Company, LLC. As a CERTIFIED FINANCIAL PLANNER
TM professional, Joe works to provide comprehensive financial strategies for higher net worth clients to help them maintain a lifestyle of independence and dignity throughout retirement, as well as, focuses on estate investment planning strategies. Joe holds a Bachelor’s Degree from Walsh College of Accountancy and Business Administration with a major in Finance, and studied at the American College for his CFP®, ChFC® certifications, and his Masters Degree in Financial Services.
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