A Guide For - U.S. Securities And Exchange Commission | Homepage
Seniors are particularly vulnerable to tactics of scam artists who are “nice” or attempt to develop a false bond of friend- and have difficulty saying “no” or feel indebted to someone who has provided unsolicited investment advice. What can i dO tO avOid beinG scammed? ... Read Document
Insurance In Australia - Wikipedia, The Free Encyclopedia
Life insurers also sell superannuation investment products. Life insurers. Some of the life insurance companies which operate in Australia are: AIA Australia; Matters relating to advice or disclosure of insurance products sold are regulated by the Australian Securities and Investments ... Read Article
Estate Planning - Wikipedia, The Free Encyclopedia
"Working with Seniors Health, Financial and Social Issues". External links. Retrieved from "http://en.wikipedia.org/w/index.php?title=Estate_planning&oldid=528889446" Categories: Wills and trusts; Property law; Taxation; Tax avoidance; Navigation menu ... Read Article
Senior Safe Money Strategies
Retirement Survival for Seniors Investment Planning and Estate Planning who, for compensation and as part of a business, gives advice, makes recommendations, issues repo or furnishes analysis of securities directly or through publications. ... View Document
State Financial Regulators Roundtable Guide To Financial ...
The Use of Financial Planners and Investment Advisers Many seniors in planning for investments, retirement and estate disposition are considering investor, that is he or she must provide investment advice that is for the best interest of the ... Document Retrieval
Diversified Direct Property Fund - MARQ CAPITAL
The information does not constitute investment advice and any recipients should consider is 89% Australian Direct Residential & Seniors Living and % Australian Direct Industrial. MARQ Capital Limited intend to retain the present asset allocation with ... Retrieve Content
NEVADA LEGISLATURE NEVADA SILVER HAIRED LEGISLATIVE FORUM
That certain bills be drafted to accomplish purposes of importance to Nevada’s seniors. She referred the members to the Work Session Document (Exhibit C) prepared by staff, noting • Recommendation No. 2 — Protection from Unsound Investment Advice ... View This Document
Five Ways To Protect Your Retirement From Washington's Fiscal Follies
For retirement advice and tools, whatever your age or assets visit The Forbes Retirement Hub. ... Read News
Equity Unlock Loan For Seniors Fact Sheet
Seniors Fact Sheet Description Equity investment purposes. • Personal investments e.g. purchase of an investment property or shares. • Building/construction purpose. • It is mandatory that independent legal advice is obtained and a Statutory Declaration is signed. ... Retrieve Content
PRESS RELEASE December 12, 2005 Regulators Urge Investors To ...
Among seniors by implying a particular level of training on issues important to the elderly. But the training investment advice for compensation. “The ‘senior specialist’ would be offering investment advice as an ... Fetch This Document
Press Briefing By Press Secretary Jay Carney, 1/8/2013
James S. Brady Press Briefing Room 12:56 P.M. EST MR. CARNEY: Good afternoon, ladies and gentlemen. Thank you for being here. Before I start, it is amazing, in today’s era of lightning communications, how this already seems to be a moment that's passing, but it is worth pausing to remember, perhaps in my mind, the greatest political journalist ever, and that's Richard Ben Cramer. When I got ... Read News
RRSP Home Buyer Plan Credit - YouTube
3:40 Watch Later Error Canada RRSP Investment Strategies Advice Options and Calcul by SimpleWealthVideos 1,251 views; 3:18 Watch Later Error TAX FREE SAVINGS ACCOUNT ~ Good option for those who max out their RRSP or for Seniors by taxtips 1,063 views; ... View Video
When Getting Financial Advice, Don't Be Fooled By Impressive ...
A "certified senior advisor" may sound like a trustworthy person to provide investment advice to the elderly, but beware! While the title has an impressive ring to it, it doesn't to sell annuities to seniors. Thousands of financial advisors market themselves as trained to provide advice to ... Document Viewer
Testimony Of Sandy Praeger, Kansas Insurance Commissioner And ...
Gerontologist,” that imply expertise in providing investment advice to senior citizens. However, those ages, not just for seniors, and there was a strong feeling among regulators that the protections of the ... Fetch Doc
Financial Services Issues For Senior Citizens
The Use of Financial Planners and Investment Advisers Many seniors seek the assistance of subject matter experts in planning for investments, are increasingly seeking to provide advice to seniors and those approaching retirement. ... Read Document
TESTIMONY OF JOSEPH P. BORG
The dissemination of investment advice for compensation. If the salesman is not properly Fraudulent investment sales to seniors will remain a problem of epidemic proportions as long as the benefits to the perpetrators outweigh the costs. ... View Doc
Gold As A Weapon In The Currency War
There is a war raging behind the scenes among the world's currencies. Chris Mancini, an analyst with the $400 million Gabelli Gold Fund, believes that gold will emerge the victor. ... Read News
Senior Specialists: Look Beyond The Credentials
Has urged seniors to carefully check not only the credentials of providing investment advice for compensation. The senior specialist would be offering investment advice as an unregistered investment adviser and, therefore, be subject to enforcement ... Fetch Here
Budgeting And Savings Tips For Seniors
Find practical ideas for budgeting and saving that make managing expenses easy. Learn about discount programs for seniors to help your dollars go even further. Find the best savings rates. Get advice on the right way to change spending habits and learn why the wrong ways don't work. ... Read Article
NEVADA LEGISLATURE NEVADA SILVER HAIRED LEGISLATIVE FORUM
Recommendation No. 2 – Protecting Seniors from Unsound Investment Advice Recommendation No. 3 – Eliminating or Reducing the Premium Tax on Certain Annuities Recommendation No. 4 – Creating a Senior Protection Unit ... Fetch Full Source
Obama Administration Record For Seniors - The White House
Ensuring seniors and their families get the support they need. And the Obama Administration has also worked to protect seniors and taxpayers by cracking down on Medicare fraud. The Administration is also updating guidelines to make unbiased investment advice ... View Document
SUPERIOR COURT OF THE STATE OF CALIFORNIA COUNTY OF SANTA ...
Target seniors through mass-mailings and flyers posted at senior centers and other and is thereby licensed to provide investment advice and sell 0B96672) and by the Securities and Exchange Commission as a registered . ss 0 th r 4 ... Fetch Here
Senior Fraud Risk Survey - Sales Quality Research Group ...
• While 75 percent of seniors have not had an investment professional tell them they have a special accreditation to advise senior investors, of those who have, nearly half (46 percent) indicated it made them more likely to listen to their advice. ... Return Doc
Seniors And Mutual Funds - Canadian Fund Watch
Attempts by seniors to obtain restitution from bad advice have generally led to more stress, legal expenses and aggravation. Fund companies tend to draw the investment, accounting or tax advice and should not be relied upon in that regard. ... View Doc
Mortgage Math #3 - RRSP Home Buyers' Plan By RateHub.ca - YouTube
2:54 Canada RRSP Investment Strategies Advice Options and Calcul by SimpleWealthVideos 572 views; 1:59 RRSP: New Benefits For Seniors by taxtips 2,585 views; Loading more suggestions Load more suggestions . Language: English ... View Video
Seniors’ Living Fund - MARQ CAPITAL
Constitute investment advice and any recipients should consider obtaining their own independent advice before making any decision that relies on this information. Seniors’ Living Fund • MARQ Capital is a boutique property investment manager. ... Access Content
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