FCNB is excited to announce the launch of a new website dedicated to helping older adults prepare for and protect their retirement.
Finances 50+ includes industry specific tools and information to help financial professionals and those working with older adults:
- understand their responsibilities when working with older and vulnerable clients
- recognize common situations that may cause a client to become vulnerable
- learn how to start the conversation with a client they feel may be vulnerable or showing signs of financial exploitation, vulnerability, or diminished mental capacity
- know where to seek help should they suspect their client is experiencing financial exploitation
The website also features nine new videos on topics like choosing a Trusted Contact Person, temporary holds, the importance of estate planning and more. For a more interactive experience, visitors to the site can book a free presentation about frauds and scams targeting older adults and signs of financial abuse and exploitation.
Source: FCNB
