The First Line of Defense: How Financial Advisors Can Help Protect Their Clients From Financial Exploitation

January 18, 2024, 12:30 - 1:30 PM EST

Register Now

This exclusive program helps advisors and their clients identify and address potential vulnerabilities to financial exploitation. Leveraging the extensive resources built by Dr. Peter Lichtenburg, PhD, and the Institute of Gerontology (Wayne State University) over the past 17 years, the program educates advisors and provides tools to identify at-risk clients.

This webinar has already occurred

Panelist

Matt Sommer

Head of Specialist Consulting Group, Janus Henderson

Registration & Fees

Cost: Complimentary

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Continuing Education

Registrants must attend the entire event to earn continuing education (CE) credit. Pending approval, the following entities have accepted it for CE credit:

Investments & Wealth Institute®

1 CE credit hour for CIMA®, CPWA®, and RMA® certificationsAudit-proof, Premier CEUploaded to your certification record(s) within 2 weeks
CFP® Board
1 CFP CE credit hour for CFP® certificationsUploaded to your CFP® record within 2 weeks

Access Instructions

After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. Please additionally register with Zoom to secure your spot in the June 1st event. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.

Recording

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). The recording will be eligible for CE credit for Institute certifications.

Thank You to Our Sponsor

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