skip to Main Content

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 grace.mitchell-dimicco@abacuswealth.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.

www.facebook.com/AbacusWealth

Date and Time

Tuesday, May 29, 2018
5:00pm – 6:30pm EST

Schedule:
5:00pm  Refreshments served
5:30pm  Presentation & Facebook live begins
6:15pm  Q&A

Location

Abacus Wealth Partners
1760 Market Street, Suite 403
Philadelphia, PA 19103

Back To Top