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Vulnerable Client Protection Webinar

Wednesday, May 22, 2019
11:00 am - 12:00 pm

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