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October, 2022 Issue of Retirement Insight and Trends

The October, 2022 free quarterly newsletter features articles on Identity Theft, Cryptocurrency Investments,Gray Divorce.

Articles in the October, 2022 Issue:

  • "Protecting Seniors from Identity Theft and Scams" by Steve Weisman, JD, Professor, Bentley University, Editor,
  • "Cryptocurrency Investments – What Financial Advisors and Planners Need Know to Avoid Legal Actions" by Andrew Shedlock, Partner, Kutak Rock
  • "Gray Divorce: Today's Platinum Retirement Challenge – Gray Divorce” by Lili Vasileff, CFP®, MAFF, CDFA, RIA, Wealth Protection Management.

Some of the topics covered in this issue:

  1. Learn about the depth of the problems of identity theft and scams as they affect seniors; why seniors are so vulnerable; steps that can be taken to protect seniors from becoming victims of scams or identity theft schemes.

  2. Learn work learn real-world examples and counsel for planners and fiduciaries to understand the basis of what cryptocurrency investments are and how they work; understanding the main areas of risk and liability that planners face using cryptocurrency investments, and how to discuss the intricacies and details of various types of cryptocurrencies with clients; how planners can avoid and lessen risks and potential liability when dealing regulators when it comes to cryptocurrency investments.

  3. Identify triggers for late life divorce & challenges that complicate financial security at this stage of life, especially for women; highlight what happens in divorce: dividing property and paying support; illuminate 3 opportunities for you to maximize your client’s divorce outcome; target 5 key takeaways for how you can improve your divorced client’s retirement years.Learn about the various government benefits that are available to persons with developmental disabilities; understand how a child with a developmental disability may be impacted when a parent elects to draw Social Security benefits; learn the strategies used to protect eligibility for various types of government benefits they may rely upon.

1 hr CFP®, CRC® and other CE Credit Reporting

After passing exam, reporting for CFP®, CRC® and other CE credit is free.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFPand/or CRC® IDs.  You are responsible for reporting all other certifications for CE credit. 

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Designed for: Advisors and Retirement Counselors

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October, 2022 Issue of Retirement Insight and Trends


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