Navigating the Elder Care Universe
Interesting article from Wealth Management.com which can be distributed to clients and friends, related to commencing the challenging discussions relating to creating a care giving plan. Click HERE for article.
Best regards,
Perry A. Shulman, CPA
p.shulman@pascpa.com
www.pascpa.com
516-593-8080
The theme of this article appearing in the February 2018 edition of the AARP Magazine is that in many cases, the people one knows best are most likely to cheat or swindle them. Click below to retrieve the article: https://www.aarp.org/money/scams-fraud/info-2018/family-fraud.html
Submitted by Perry A. Shulman, CPA Chair, Elder Abuse Focus Committee March 12, 2018
Starting February 5, financial brokers will have two new tools to try to stop elder financial
abuse. On that day, Finra is enacting rules to make it easier for brokers to bring an outside party into a situation where financial abuse or exploitation of an elderly person is suspected, and to allow brokers to delay payments from an account if something seems suspicious. Read more…
Finra Fights Elder Fraud
Financial Advisor Magazine
DECEMBER 12, 2017 • KAREN DEMASTERS
SUBMITTED BY:
Perry A. Shulman, CPA, Chair – Orion Resource Group Elder Abuse Advocacy Committee
Understanding the needs of your client base and earning their trust is critical, and working in a niche industry can present unique challenges. When done appropriately, networking can play a key role in addressing each of these goals. Read more
Ron Gold Speaking at TEDx NJIT
When a head-on bicycling crash with an SUV crushed my spine and left me a paraplegic in 2011, I found very little inspiration from my very broken body. That is, until I realized how my broken body could be the impetus to help fix America’s broken home care system.