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2023 Elder Financial Training Summit

2023 Elder Financial Training Summit

Wednesday, November 8, 2023 (9:00 AM - 3:00 PM) (EST)

Description

Bank employees are in a unique position to have early knowledge of financial abuse. Through regular contact, you may see a situation develop where you believe your customer is at risk. This training is designed to help bank professionals recognize and report possible elder financial exploitation. Presenters will share red flags and provide information on how to report suspected cases of financial abuse.

Pricing

CBA Member - $ 245.00

Non-Member - $ 490.00

REFUND/CANCELLATION POLICY  Please note that you will be billed and no refunds will be made for cancellations received within three business days of the program.  Registrants may send a substitute to the program without loss of program fees.  Registrants who do not attend the scheduled program will not receive a refund of program fees but may request program materials.

Double Tree By Hilton Bristol
42 Century Drive
Bristol, CT 06010 United States
Event Contact
Kimberly M Tuttle
(860) 677-5060
Send Email
Wednesday, November 8, 2023 (9:00 AM - 3:00 PM) (EST)
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