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For Seniors

Whether you are nearing or already enjoying retirement, it pays to stay on top of your finances.




Affinity Fraud avoid investment scams that target particular groups, such as seniors

Ask Questions the basic questions you should ask about your investments and the people who sell them

Asset Allocation & Rebalancing — what you need to know about managing risk and not keeping "all your eggs in one basket"

Internet Fraud: How to Avoid Internet Investment Scams how to identify and steer clear of potential frauds

Cold Calling your legal rights, how to deal with cold calls, and how to stop them

Lump Sum Payouts questions you should ask yourself before you invest a large payment

"Senior" Specialists & Advisors what you need to know about professional designations

You've worked hard for your money, now let us help you. For a free "Care Package" of useful publications that can help you make wise investment decisions, click here

For information about the Seniors Summit held on September 22, 2008 click here.

For the 2010 Addendum to Protecting Senior Investors click here.New

Products to Know About 

If you have questions about a securities related topic, check here first If you still need help, contact us.

Modified: 03/20/2012