Webinar: Promising Practices for Financial Services Professionals Who Work with Older Adults


Watch this free webinar where speakers highlight tools and resources for working with older adults that could be helpful to the investment advisor, broker-dealer, bank and credit union staff, and other financial professionals who work with them. These promising practices could help prevent elder financial exploitation for your clients. Julie Schoen, deputy director of the National Center on Elder Abuse moderates the conversation.

This webinar is intended to provide financial professionals with information on how to serve their clients.


– Jilene Gunther and Sarah Mysiewicz, AARP
– Kate Kramer – Consumer Financial Protection Bureau Office for Older Americans
– Denise Diodato, FINRA
– Melanie Senter Lubin, North American Securities Administrators Association President and the Maryland Securities Commissioner
– Suzanne McGovern, U.S. Securities and Exchange Commission

The Consumer Financial Protection Bureau (CFPB), is a U.S. government agency that makes sure banks, lenders, and other financial companies treat you fairly. Learn how the CFPB can help you at https://www.consumerfinance.gov/about-us/

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