The two-hour webinar, slated from 3:00 to 5:00 p.m. on Wednesday, November 13th, was developed as a joint effort between the FPA™ MA, the Massachusetts Executive Office of Elder Affairs and the Alzheimer’s Association to assist financial planners in creating practice standards to help protect their clients’ interests.
Jonathan Fielding, Protective Services Regional Manager with the Executive Office of Elder Affairs and Peter Ham, Vice President of Programs and Services with the Alzheimer’s Association Massachusetts/
“The incidence of elder financial exploitation is growing, with fraudulent telemarketing schemes and unscrupulous scam artists increasingly targeting elders and loved and trusted family, friends and acquaintances illegally and inappropriately using elders’ resources, resulting in significant financial losses,” said Peter Jaworski, president of FPA™MA. “We are proud to have developed this important webinar in conjunction with the Massachusetts Executive Office of Elder Affairs and the Alzheimer’s Association Massachusetts/
Webinar registration is available at https://www3.gotomeeting.com/
About the Financial Planning Association™
Since the year 2000, the FPA™ MA has sought to foster the value of financial planning and advance the financial planning profession in the Bay State. Our 900 members are dedicated to the financial planning process, which entails establishing personal and financial goals and creating a way to reach them. FPA™MA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® certificant.
Many FPA™ MA members engage in philanthropic pro bono work in their communities. They also recommend legislation, elevate public awareness, promote financial literacy, and advocate for sound economic and tax policies. We welcome all those who advance the financial planning process and promote the CFP® mark as the cornerstone of the financial planning profession. For more information please call 866-804-0484 or visit www.fpama.org.