Interesting article from WealthManagement.com relating to dementia. Read more here >>
Perry A. Shulman, CPA, Chair, Orion Elder Abuse Committee
Ten Signs Your Client Has Dementia
Updates to Age-Friendly NYC Commission Members – July 2019
New York City is on the move with the appointment of 18 new (additional) Age-friendly NYC Commission members. This was recently announced by the de Blasio Administration in partnership with the New York City Council and the New York Academy of Medicine. The Commission, as a whole, is comprised of noted leaders from government, nonprofit, business, education and health care. Please see link: https://www1.nyc.gov/site/dfta/about/pr-De-Blasio-announces-reseating-of-the-age-friendly-NYC-commission.page
NYC continues to identify and implement a number of initiatives to address the challenges older New Yorkers face. NYC also continues to be recognized as leader of the age-friendly movement nationally.
Thanks to Orion Strategic Advisory Board member, Sharon Lewis, for bringing this development to light.
FIVE TIPS FOR PROACTIVELY HELPING AGING PARENTS (AND OTHERS)
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
FRAUD IN THE FAMILY
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
Finra Fights Elder Fraud
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