How advisors can protect their elder clients against financial fraud
June 23, 2015 by Daniel Williams
Today, June 15, 2015, is World Elder Abuse Awareness Day. To put a spotlight on the importance of the day, we’ve contacted advisor Christian Cordoba, president and founder of El Segundo-based California Retirement Advisors, who helped an elder client of his work through a very difficult fraud situation.
On the following pages, Cordoba offers eleven important points about fraud so other financial professionals can better keep elder clients and their assets safe. Click here to read…
Originally Posted at LifeHealthPro on June 15, 2015 by Daniel Williams.
Categories: Industry Articles