8.31.2008 The SEC has announced a summit which will take place on September 22, 2008 to help older investors make decisions about their finances and learn new ways to protect their assets as they age. The morning session, to be tailored to senior attendees, will present tips and advice to help senior investors ensure their money is protected and used as desired after they retire or in the event of illness or incapacity. An afternoon session, to be tailored to financial services professionals, will unveil the most appropriate practices that firms use when advising senior investors, including those with diminishing capacity.
FINRA, the North American Securities Administrators Association (NASAA), and AARP will participate in the Summit. The morning session of the Seniors Summit will begin at 9:30 a.m. EDT, and the afternoon session will begin at 1:15 p.m. EDT. Senior investors, financial professionals, and other members of the public are invited to attend.
Click http://www.sec.gov/news/press/2008/2008-186.htm to access the press release announcing the Summit and information about how to attend.