A Primer for the Public and their Advisors
Financial fraud is a growth industry affecting every segment of our society. A segment particularly vulnerable to this is our senior population. In control of significant wealth, yet too often without the guidance of skilled advisors or family members, seniors have become a preferred target of the unscrupulous.
Join us in our Philadelphia office as Abacus Advisor, Greg Aloia, shares about the prevalence of this issue and addresses the following subject matter:
- common scams that target seniors,
- strategies to help identify and avoid fraud,
- and collaborative steps that clients and advisors can take to reduce the risk of being exploited.
Please RSVP to email@example.com.
Can’t make it? No problem!
Catch Greg’s presentation live or watch the recorded version later at your convenience. You can access our videos on our public Facebook page. No Facebook membership required.
Date and Time
Tuesday, May 29, 2018
5:00pm – 6:30pm EST
5:00pm Refreshments served
5:30pm Presentation & Facebook live begins
Abacus Wealth Partners
1760 Market Street, Suite 403