Advising Older Clients – Risks, Resources, and Prudent Practices

Oct
09
Tuesday, 12:00 pm - 1:30 pm
 
Location: Biltmore Court
CFALA Member Center
520 S Grand Ave. Suite 655 
Los Angeles, CA 90071
 
Speakers: MODERATOR:
Scott Laudeman, CFA - Founder & CEO, Madison Heights Advisors, LLC

PANELISTS:
John C. Lansing - Partner with Taylor, Summers, Torossian & Lansing, LLP
Gideon Y. Schein - Co-founder, Eddy & Schein Group
Jane Schroeder - Senior Vice President, Lenox Advisors
 
Time: 12:00PM - 12:30PM: Lunch (Catered by Mendocino Farms)
12:30PM - 1:30PM: Panel Discussion
 
Dress: Business Casual
   
 
Add to Calendar 10/09/2018 12:00 PM 10/09/2018 1:30 PM America/Los_Angeles Advising Older Clients - Risks, Resources, and Prudent PracticesAdvising Older Clients - Risks, Resources, and Prudent Practices. A Panel Discussion sponsored by the Advocacy/Ethics Committee of CFA Society Los Angeles Biltmore Court CFALA Member Center 520 S Grand Ave. Suite 655 Los Angeles, CA 90071 CFALA info@cfala.org false MM/DD/YYYY
An Advocacy/Ethics Committee Sponsored Event

Older Americans, especially those aged 65 and older, are one of the largest holders of wealth in the United States and historically the most affluent they have ever been. This demographic is a natural client base for financial advisers especially given the unique challenges that provide opportunities for advisers to add value. Increasing longevity requires additional financial resources. Greater overall health increases the use of that wealth for travel, recreation and community involvement. Older adults face the prospect of long term health costs and may need to support their adult children and grandchildren. Our speakers will give an overview of some of the important issues that advisors should be aware of including end-of life planning, long term care, and assisting elder adults with day-to-day living tasks.

John C. Lansing is an Elder Law attorney practicing in Pasadena, California. He became an Elder Law attorney in large part due to his experience caring for his mother. She was afflicted with a neurodegenerative disease in early middle age. John’s practice focuses on long term care, estate planning, conservatorships, probates, special needs trusts, Medi-Cal, and Medi-Cal appeals. John enjoys speaking and writing on Elder Law topics, has been featured on NPR, and is on the faculty of the American Institute of Philanthropic Studies. ^^Back To Top

Gideon Y. Schein, co-founder of the Eddy & Schein Group, has worked as a personal finance manager manager for seniors since 1998. Working patiently to reduce the stress seniors often feel when confronted with today's high-tech, high-speed world, he helps his clients maintain a feeling of independence in their personal affairs. He has extensive experience and expertise on issues relating to Medicare, secondary insurance and Identity Fraud and Scams for seniors, and he has given numerous lectures and seminars at the national and local level on these topics. Gideon has been interviewed on radio and TV news shows and quoted in newspaper articles. ^^Back To Top

Jane Schroeder is a Senior Vice President at Lenox Advisors. She is responsible for working with both corporate and high net worth individual clients of the firm. Jane specializes in family and business insurance planning, and aims to serve the multi-generational and multi-faceted needs of all of her clients. Previously, Jane was also affiliated with John Hancock Financial Network and was recognized as the San Francisco Bay Area office Sales Leader in Long Term Care Insurance for multiple years. She co-founded and served as CEO of Hebert Financial and Insurance Services, Inc. ^^Back To Top
 

 

Registration Fees
$10 | $20 (Non-Member)

Registration is now closed. Walk-Ins Welcome

Parking Information
Click links for address and rates

Pershing Square Garage: Rates vary

Central Library Parking: Rates vary

Joe's Auto Parks: $12 

Pacific Center Parking: $15


More Parking Options (Click link)

WARNING: Parking at Millennium Biltmore - $45 Daily Max; $4.50 each 15 minutes
Payment Information
We accept the following:

If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.

 

Mail check to: 
CFA Society of Los Angeles, 520 S. Grand Ave, Suite 655, Los Angeles CA 90071.

*Credit card payments will only be accepted through the secure online registration, and not by phone or email.

Cancellations
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Chairs: 
Mark Harbour, CFA
Larry Brody
Scott Laudeman, CFA

 

 

 

 

 

 

 

 

 

 

 

 

 

 

As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.
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