Elder Financial Exploitation and the Role of a Trusted Contact

This presentation will talk about the increase and sophistication of elder financial exploitation scams and the tactics criminals use to get targets to make irrational impulsive decisions.  Learn about strategies to protect your wealth through awareness and vigilance and the common tools available to monitor financial activity and malware attacks.

Presented by Susan McCann Condit, Senior Financial Advisor with Merrill Lynch Pierce Fenner & Smith Inc.