How to Avoid Financial Exploitation of Seniors

Thursday, May 26
6:30 pm
Derby Neck Library Association
307 Hawthorne Ave
Derby, CT 06418

Comprehensive estate and financial plans are not just for the wealthy. Anyone who cares for a person or cause and who wants to provide for the person or cause after they die can benefit from such plans. Along with comprehensive estate and financial plans comes a team to help you create, manage, and support those plans. This team includes your estate planning attorney, financial advisor, certified public accountant, insurance agent, and even your spiritual advisor. They work together to make sure that you are protected during your lifetime and that your loved ones and the causes you support are taken care of after your passing. Part of that protection includes keeping an eye out for those who may want to take financial advantage of you. The National Council on Aging estimates that the annual cost of financial abuse and fraud perpetrated on older Americans ranges from $2.6 billion to $36.5 billion. As part of your financial and estate planning team, we are committed to protecting you from being a statistic.

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