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
This is a complimentary webinar but all participants must register by emailing firstname.lastname@example.org.
A confirmation with login information will be provided.