Aging Clients, Legal Capacity, and Elder Financial Protection:
A Securities Attorney's Guide for RIAs and IARs
A Securities Attorney's Guide for RIAs and IARs
Boost Your Client's Ethics and Regulations outcomes and reduce out-of-pocket costs - CE Credit Available
Thursday, June, 18 • ET • 120 minutes
Earn 2 CE credit Trusted by 10,000+ financial advisors

Michelle Atlas-Quinn, J.D., AdvisorLaw
What You'll Learn
As clients live longer and wealth remains invested well into retirement, financial advisors increasingly face complex situations involving diminished capacity, family conflict, and potential elder financial exploitation. In this session, securities attorney Michelle Atlas-Quinn will provide a…