Financial abuse of the elderly isn't often talked about.
In this presentation, Cindy Boury, a portfolio/branch manager with tier one compliance and regulatory supervisory experience will explore the challenges relating to safeguarding your senior clients from Investment Abuse. She will provide examples from personal experiences, and discuss how to recognize warning signs and what to do if you find yourself in this situation!
Presented by Cindy Boury, FMA, CIM, FCSI
Portfolio and Branch Manager
Cindy Boury Private Wealth Management of Raymond James Ltd.
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