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The TASA Times

 

 

Categories: Blog, Webinars

Working With An Aging Population

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Recently, TASA presented a webinar by a certified financial planner who is a new expert with TASA. This webinar, Ethical Considerations for Working With An Aging Population, discussed legality surrounding the finances of the elderly population. 

Some specific topics that were covered include:

  • Undue influence
  • Capacity
    • Mental
    • Financial
  • Client waiver
  • Elder financial abuse
Certain matters have to be considered when working with an aging population. In all matters, cultural differences and age factors are considerations. When dealing with finances, it is especially important to tread carefully. 

View the webinar above to learn more about this topic. Also, click here to view the calendar of our upcoming webinars.

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