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.
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
1 CFP CE credit hour for CFP® certificationsUploaded to your CFP® record within 2 weeks
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 email@example.com 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.
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.
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