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The Role of Trusted Contacts in Money Management
Manage episode 378209678 series 2851724
Have you ever considered how to ensure your financial accounts' safety? Let's discuss the importance of trusted contacts in maintaining financial security. The Finra Rule 2165 is specifically designed to protect individuals over 65 years old or with a mental disability. We will also cover common scams targeting seniors and why keeping your trusted contacts up-to-date is crucial. We will also share real-life examples that illustrate how trusted contacts can safeguard clients.
FINRA Video for Trusted Contact
NCFG - Blog Post on Trusted Contact
章
1. Introducing a New Co-Host and Format (00:00:00)
2. Trusted Contacts in Financial Accounts (00:07:50)
3. The Importance of a Trusted Contact (00:14:24)
4. Branch Office and Services by Orengs and Levedis (00:23:37)
29 つのエピソード
Manage episode 378209678 series 2851724
Have you ever considered how to ensure your financial accounts' safety? Let's discuss the importance of trusted contacts in maintaining financial security. The Finra Rule 2165 is specifically designed to protect individuals over 65 years old or with a mental disability. We will also cover common scams targeting seniors and why keeping your trusted contacts up-to-date is crucial. We will also share real-life examples that illustrate how trusted contacts can safeguard clients.
FINRA Video for Trusted Contact
NCFG - Blog Post on Trusted Contact
章
1. Introducing a New Co-Host and Format (00:00:00)
2. Trusted Contacts in Financial Accounts (00:07:50)
3. The Importance of a Trusted Contact (00:14:24)
4. Branch Office and Services by Orengs and Levedis (00:23:37)
29 つのエピソード
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