STEP Chicago Conference

In their session “Guarding the Golden Years: Navigating Capacity, Scams, and the Art of Protecting Vulnerable Clients,” Lauren and her co-panelists will focus on the growing risks facing aging individuals as they accumulate wealth. They will explore strategies for protecting vulnerable clients from financial exploitation, undue influence, and fraud. 

Lauren’s panel will address approaches to drafting more resilient estate planning documents, identifying warning signs of diminished capacity, and navigating ethical considerations when a client’s judgment may be compromised. Their discussion will offer practical guidance for advisors working with aging clients and families, with an emphasis on safeguarding client interests while maintaining professional responsibilities.

For more information, click here.