Third Annual Seniors Summit – Additional Materials

Morning Program

Presentations

• Managing Your Income in Retirement
• Outsmarting Investment Fraud

Handouts

• A Guide for Seniors: Protect Yourself from Investment Fraud
• Fighting Fraud 101
• Tips to Protect Your Retirement Nest Egg
• When Your Broker Calls Take Notes
• Financial Resources for Seniors
• What to Listen for at Free Lunch Seminars
• Health and Financial Decisions: Legal Tools for Preserving Your Personal Autonomy
• Durable Power of Attorney Abuse

Afternoon Program

Presentations

• Presentation by Michelle Bryan Oroschakoff
• Presentation by Charles Sabatino

Handouts

• Working with Seniors (prepared by Morgan Stanley)
• The Ten Commandments of Mental Capacity and the Law (prepared by Charles Sabatino)
• Diminished Capacity:  What Every Financial Services Professional Should Know (prepared by NAPSA)
• NASAA Model Rule on the Use of Senior-Specific Certification and Professional Designations
• A Financial Professional’s Guide to Working With Older Clients (prepared by AARP and the Financial Planning Asssociation)
• Most Common Older Investment Scams
• Department of Labor Fact Sheet: Proposed Regulation Improving Fiduciary Disclosures to Workers in Participant-Directed Individual Account Plans
• Taking the Mystery Out of Retirement Planning