Here at AgingInvestor.com, we are sponsoring a contest through May to feature the best of the best folks in financial services who stopped or prevented elder abuse.
We want to highlight professionals who stepped up and took action.
We’re calling all financial planners, wealth managers, RIAs, CFPs, trust officers, lawyers and others who have protected elderly clients after they became aware of abuse or predatory practices.
Without a fiduciary standard, financial professionals selling inappropriate products create one kind of elder abuse. There are many ways people take financial advantage of aging people. And that doesn’t even address predators outside financial services who seek out elderly victims. They’re everywhere.
If you have put any financial abuse to a stop, please get credit! Let us know.
At AgingInvestor.com we are allies of the elderly, having spent years of our lives serving them.
Carolyn Rosenblatt blogs at Forbes.com (Aging Parents) and AgingInvestor.com to keep readers aware of both the scammers and now the heroes. We want to tell your stories. We hope to educate our community by highlighting the actions of courageous people who showed leadership and care for elders by going above and beyond to protect them.
Did you stop thieves and greedy players inside or outside the financial services field itself? We have a few great heroes already! We know you’re out there.
Please submit your own name and story or that of someone you respect for their abuse prevention efforts to firstname.lastname@example.org.
For those of you who have sent your stories already, you’re in the running and we thank you. If you need to remain anonymous for political or personal reasons, we will honor that and not use your real name, location or workplace. We’ll share your exemplary actions. And if what you did was leave a large organization so you wouldn’t be part of abusive practices there, we think that’s heroic too. Please tell us. We’ll put your name in the story only if you give us permission.
And we are going to feature you if you are willing. Send your photo and address too, if you like!
We’ll feature you and let our social media contacts know that you are a standout among the rest. We applaud you. We will choose the winners and each will receive a signed copy of Carolyn’s new book, The Family Guide to Aging Parents: Answers to Your Legal, Financial and Healthcare Questions.
Thanks for joining us.
Dr. Mikol Davis & Carolyn Rosenblatt