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January 16, 2019 Lunch n' Learn in Center City
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1/16/2019
When: Wednesday, January 16, 2019
12:00 PM
Where: Wescott Advisory Services
30 S. 17th Street
12th Floor
Philadelphia, PA  19103
United States
Contact: Chris Stewart
215-295-0729

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Please join us at our first CE Study Group event of the new year.                                                                                  REGISTER HERE.
 
"Suitability of Selling Financial Products to Seniors"
 
The goal of this seminar is to train financial professionals who work with seniors  on how to detect potential cognitive impairment in seniors and issues involved in selling financial products to seniors. Attendees will be able to analyze a client situation to determine whether or not an investment is suitable for a senior.
 
Attendees will become familiar with: 
  • Cognitive changes that inferfere with a senior's difficulty in understanding
  • How changes in cognitive status and other symptoms of illness can make seniors more vulnerable
  • Potential liability for use of unsuitable investment
  • Understanding of laws and regulations protecting seniors from unsuitable investments
This seminar will be presented by Jerold E. Rothkoff, a practicing NJ and PA attorney and Principal of the Rothkoff Law Group, where he dedicates his practice to serving clients in the areas of elder law, life care planning, asset protection, veterans benefits, estate planning, and long-term care advocacy.
 
NOTE:  One hour of CFP┬« CE pending approval. 
 
We hope you will attend.  There is no fee to attend, but pre-registration is required.

REGISTER HERE.

 
This is a bring your own lunch (available for purchase in the lobby of the building) and refreshments will be provided at the event.
 
Please click below to register.

FPA Philadelphia Tri-State Area
P.O. Box 38
Fairless Hills, PA 19030
Phone: 215.295.0729 Contact Us