Senior Investor Protection Toolkit (sifma) (you can download the complete guide)
Protecting Older Investors: The Challenge of Diminished Capacity (full and brief report)
A Financial Professional’s Guide to Working with Older Clients (full report)
How to Talk to Seniors About Fraud
Link to sign up for sifma Quarterly Newsletter
NASAA/AARP “Free Lunch” Monitor Program
NASAA Model Act to Protect Vulnerable Adults from Financial Exploitation
The following states have adopted the NASAA Model Act or have similar statutes:
Alabama Maryland North Dakota
Arkansas Mississippi Oregon
Colorado Missouri Texas
Delaware Montana Vermont
Indiana New Mexico Washington
Louisiana
National Adult Protective Services Association: Get Help (by State)
RAINN Mandatory Reporting Requirements: Elderly (by State)
Reporting Abuse through Dep. of Justice
Also see: