Topic:
Financial Elder Abuse: The roles and responsibilities of financial professionals Speaker(s): Melinda Steuer Law Offices of Melinda Jane Steuer (NOTE: This is a LUNCH meeting and it is on a WEDNESDAY.) _____________________________
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Description:
We're pleased to present Melinda Steuer of the Law Offices of Melinda Jane Steuer in Sacramento. Melinda will discuss the legal standards of undue influence and financial elder abuse, red flags to watch out for, and the roles, duties and responsibilities of fiduciaries and other professionals with respect to detecting and preventing undue influence and financial elder abuse, and protecting clients. Melinda will also discuss regulatory standards for financial advisors with respect to financial elder abuse; the circumstances under which financial advisors, fiduciaries, and other professionals can be held personally liable for assisting or engaging in the commission of financial elder abuse. *This topic has been approved by the CFP Board for 1.0 hour of CE credit.
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About the Speaker(s):
Melinda has been practicing law in the area of investment litigation and |
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