Vulnerable Investors
Documents
2020
2018
Presentation: Elder-friendly Practices
This presentation provides practical guidance for having elder-friendly client meetings and conversations.
Best-practice Checklist
This is a checklist of best practices advisors can implement to help make their offices or meeting spaces more accommodating for elderly clients.
Presentation: Understanding Capacity and Decision-making
This presentation provides information to guide advisors in thinking about the concept of capacity as they continue to work to improve their interactions with older investors.
Presentation: Dealing with Elder Abuse
This presentation shares insights to help advisors meet the special needs and concerns of aging investors and understand how aging investors can become vulnerable to neglect or abuse.
Presentation: Elder-friendly Practices
This presentation provides practical guidance for having elder-friendly client meetings and conversations.
Best-practice Checklist
This is a checklist of best practices advisors can implement to help make their offices or meeting spaces more accommodating for elderly clients.
Presentation: Understanding Capacity and Decision-making
This presentation provides information to guide advisors in thinking about the concept of capacity as they continue to work to improve their interactions with older investors.
Presentation: Dealing with Elder Abuse
This presentation shares insights to help advisors meet the special needs and concerns of aging investors and understand how aging investors can become vulnerable to neglect or abuse.
