Protecting Vulnerable Adults From Financial Exploitation
Please join us for an interactive panel discussion as we discuss new rules relating to the financial exploitation of vulnerable adults and what we can do for our clients to help keep them safe. Assets are commonly taken via forms of deception, false pretenses, coercion, harassment, duress and threats. This discussion will focus on the following topics:
- How were the rules changed to protect vulnerable adults?
- How can these provisions help you and how might they get in your way?
- How to recognize the signs of possible financial exploitation?
- What are the red flags of guardian financial abuse?
- Are there options available if you do not have family support?
- And other similar questions will be answered
Angie Rehkop, ChFC, CFP | Panelist | Financial Care Providers
Angie Rehkop cares about your future. Her practice is founded with one simple, yet essential, goal in mind: to design financial plans that take care of the wealth and well-being of her clients. Angie speaks succinctly about investment strategy, risk measures and complex business and family issues. Grounded by over two decades of financial planning, she carefully tends to the financial future of individuals, families and business owners.
Fontaine Lee | Panelist | Cumberland Trust
Fontaine Lee is Manager of Professional Advisor Development and Senior Vice President and Business Development Officer in Cumberland Trust’s Atlanta office. Prior to joining Cumberland Trust in 2010, Fontaine worked in development with Atlanta-based Reliance Trust and with a multi-family office. Her previous experience includes roles in private wealth management and capital markets, including experience with Citigroup in Fixed Income Sales and Trading, where she focused on tax-exempt offerings.
Patricia Friedman | Panelist | Bowden Spratt Law Firm
For more than 30 years, Patricia has represented clients with respect to their wealth transfer needs, advising clients on matters ranging from estate and gift tax planning, charitable planning, and estate administration. Patricia’s estate planning practice focuses on the creation of sophisticated plans for wealth transfer, and her estate administration practice entails advising Executors and Trustees from the beginning of the administration process through audit.
Ashley Swan | Panelist | Taylor English Duma LLP
Ashley Swan is a member of the firm’s Tax Practice Group. Her tax focus is on state and federal tax controversy matters. Ms. Swan represents taxpayers IRS appeals, audits, and refund claims. Ms. Swan represents individuals and small to mid-sized businesses in tax controversy including issues such as employment taxes, trust fund recovery penalties, innocent spouse claims, and offers in compromise. Additionally, she assists taxpayers with their procedural options for resolving their tax issues.
Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Advisory services offered through Capital Asset Advisory Services, LLC, a Registered Investment Advisor.
Taylor English Duma LLP, Bowden Spratt Law Firm, Financial Care Providers, and Cumberland Trust are not affiliated with Geneos Wealth Management, Inc. nor Capital Asset Advisory Services.