Investment for older seniors
[PDF File]Working With Senior Investors
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how to identify seniors who have been victims of invest-ment fraud, and what to do if they see signs of such abuse. “Check Out Your Investment Professional” is one of the key messages. It makes the point that unlicensed, professionals) commit much of the investment fraud in the United States.4 Therefore, the SEC urges investors
[PDF File]Smart Seniors: Smart Investors
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A GUIDE FOR DEVELOPING PRACTICES AND PROCEDURES FOR PROTECTING SENIOR INVESTORS AND VULNERABLE ADULTS FROM FINANCIAL EXPLOITATION Page 4 Introduction Demographers predict that in 16 years, the United States will be home to 72 million older persons, more than twice the number in 2000,1 and it is estimated that 10,000 people reach the
[PDF File]Investing in the Health and Economic Security of Older Adults
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sound financial decision-making by older Americans and to protect them against unfair, deceptive, or abusive practices. The Consumer Bureau is delivering a report to Congress and the U.S. Securities and Exchange Commission, entitled Senior Designations for Financial Advisers: Reducing Consumer Confusion and Risks, as required by law. Congress ...
[PDF File]How the SEC Works to Protect Senior Investors
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Smart Seniors: Smart Investors Don’t Get Scammed! Dear New Yorkers, It’s unfortunate, but true: seniors are often targeted for financial exploitation and investment fraud. A recent study found that, in just a single year, older adults lost at least $2.9 billion to fraud committed both by persons they know and trust and by complete strangers.
Safe Investments for the Elderly | Finance - Zacks
annual income, investment objectives, investment experience, and the client’s employment/retirement status. • Age, life stage, liquidity needs and other factors are necessary in order to assess suitability of investments for ALL clients. • See GWM Compliance Manual, Section 7.2 and 8.2. for more information
[PDF File]A GUIDE FOR DEVELOPING PRACTICES AND ... - Serve Our …
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NCOA Public Policy & Advocacy 251 18th Street South, Suite 500 Arlington, VA 22202 advocacy@ncoa.org Issue Brief Investing in the Health and Economic Security of Older Adults. Community-based programs that help older adults improve their health and strengthen their economic security enable seniors to maintain their independence and remain in their own homes and communities.
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