Archived Webinars

All archived webinars are merely for educational and viewing purposes ONLY. NO CLE CREDIT will be given for watching the archived webinar.

Ethical Considerations for Working With An Aging Population

TASA ID: 11602

Program Description:

On October 11, 2018 at 2:00 p.m. (ET), The TASA Group, in conjunction with certified financial planner Marguerita Cheng presented a free, one-hour interactive webinar presentation, Ethical Considerations for Working With An Aging Population, for all legal professionals.

During this presentation, Ms. Cheng discussed:

  • A demographic overview
  • Client identification
  • Undue influence
  • Capacity
    • Mental
    • Financial
  • Client waiver
  • Elder financial abuse

Disclaimer: Please remember that if you are applying for CLE credit you must attend for the full 60 minutes of the LIVE presentation, not the ONDemand version. If a participant is seeking credit in states we are not approved to issue credit and the participating party seeking credit incurs a fee to receive said credit, it is not the obligation of TASA to remit payment for such credit. It is the participant's obligation to remit payment to the state in which they would like to receive credit.

About the Presenter:

Marguerita M. Cheng is the chief executive officer at Blue Ocean Global Wealth. She is a past spokesperson for the AARP Financial Freedom Campaign, a member of the CNBC FA Council, and a regular columnist for Investopedia & Kiplinger. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. She serves as a Women’s Initiative (WIN) Advocate and subject matter expert for CFP Board, contributing to the development of examination questions for the CFP® Certification Examination. In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100 and a Woman to Watch by InvestmentNews.

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Tasa ID11602

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