Working Together to Protect Senior Investors

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Illinois MCLE
Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, an Accredited CLE Provider in Illinois. To view our full accreditation details please .

All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

The senior citizen demographic grows each year and planning for the later stages in life has taken on new urgency as the population lives longer. This CLE course, joined by representatives from regulatory agencies, is designed to help you address the needs and concerns of seniors and soon-to-be seniors including diminished capacity, protection from financial abuse and other issues. The course will explain how to handle calls from seniors, plan for the possibility of cognitive impairment, important nuances in forms of dementia and Alzheimer’s, and protections under FINRA regulations regarding vulnerable clientele.
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