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Senior Vulnerable Investors: Legislative, Regulatory, and Legal Update

1h 6m

Created on September 30, 2025

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Overview

The financial exploitation of seniors and vulnerable investors is on the rise, prompting increased legislative, regulatory, and legal action. This program will cover recent developments in these areas, offering practical guidance on how institutions and families can protect against fraud and abuse while navigating complex legal and regulatory requirements. 

Learning Objectives:

  1. Discuss the scope of the problems relating to senior financial exploitation and fraud

  2. Explore governing rules, regulations, and laws

  3. Identify litigation concerns relating to exposure, discovery, and trial practice


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