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Safeguarding Clients' Interest: An Overview of Financial Exploitation and Undue Influence

By Mary Ellen Hammack posted 08-24-2023 09:18 AM

  

**π‹πšπ¬π­ 𝐰𝐞𝐞𝐀𝐬 𝐭𝐨 𝐞𝐧𝐫𝐨π₯π₯!** 

𝑇𝐻𝐼𝑆 𝐼𝑆 𝐴 π‘ƒπ‘ˆπ΅πΏπΌπΆ 𝐢𝐿𝐴𝑆𝑆, 𝑁𝑂 𝑆𝐼𝐿𝐴 𝑀𝐸𝑀𝐡𝐸𝑅𝑆𝐻𝐼𝑃 𝑂𝑅 𝐢𝑂𝑁𝐹𝐸𝑅𝐸𝑁𝐢𝐸 𝑅𝐸𝐺𝐼𝑆𝑇𝑅𝐴𝑇𝐼𝑂𝑁 𝐼𝑆 π‘…πΈπ‘„π‘ˆπΌπ‘…πΈπ·! 

This virtual class will provide an in-depth exploration of undue influence as it relates to financial professionals. Participants will learn about the legal, ethical, and practical considerations associated with undue influence, including how to recognize and respond to it in practice.


To learn more/enroll:  https://www.silafoundation.org/preconference-class-portal/  


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