Speeches + Presentations
2018
Tax Considerations for Investing in Foreign Entities
(September 27, 2018)
Presentation: Elder-friendly Practices
This presentation provides practical guidance for having elder-friendly client meetings and conversations.
(July 12, 2018)
Presentation: Understanding Capacity and Decision-making
This presentation provides information to guide advisors in thinking about the concept of capacity as they continue to work to improve their interactions with older investors.
(July 5, 2018)
Presentation: Dealing with Elder Abuse
This presentation shares insights to help advisors meet the special needs and concerns of aging investors and understand how aging investors can become vulnerable to neglect or abuse.
(June 25, 2018)
2017
Operations Working Group Update
(November 17, 2017)
Taxation Update
(November 17, 2017)
E-Signature Update
(November 17, 2017)
Dealer Operations Panel
(November 17, 2017)
Blockchain and What Operations Needs to Know
(November 17, 2017)
(September 27, 2018)
This presentation provides practical guidance for having elder-friendly client meetings and conversations.
(July 12, 2018)This presentation provides information to guide advisors in thinking about the concept of capacity as they continue to work to improve their interactions with older investors.
(July 5, 2018)This presentation shares insights to help advisors meet the special needs and concerns of aging investors and understand how aging investors can become vulnerable to neglect or abuse.
(June 25, 2018)
Operations Working Group Update
(November 17, 2017)
(November 17, 2017)
Taxation Update
(November 17, 2017)
(November 17, 2017)
E-Signature Update
(November 17, 2017)
(November 17, 2017)
Dealer Operations Panel
(November 17, 2017)
(November 17, 2017)
Blockchain and What Operations Needs to Know
(November 17, 2017)
(November 17, 2017)