Webinar Replay

The Senior Safe Act, a consumer protection law passed in 2018, requires advisors to report any exploitation of seniors and exempts advisors of any liability, provided the advisor has had the proper training. This course, taught by financial educator Ilene Slatko, is designed to provide you with the proper training, to include practical guidance for communication that ensures suitable guidance and product recommendations for the senior client, especially those with diminished cognitive capacity. You will also learn steps you can use to ethically serve seniors and protect yourself. And you will be educated on the regulators’ (Finra and SEC) stance on serving seniors.