Elderly clients and vulnerable adults often need additional assistance from their financial professionals. This complimentary webinar will review a variety of protocols and procedures to assist bankers in working with these clients and identifying situations where the client may be taken advantage of by a family member, friend or acquaintance.  Topics covered in this webinar will include:

• Steps to identify a vulnerable adult in a challenging situation
• Reporting process to the correct authorities
• State and Federal Law development in protecting financial institutions in these reporting situations
• Banking protocols to put in place