Creating a legacy of brain health

Join us for a presentation on how to achieve a healthy mind for living a quality life.

Hosted by:
The Wilmington Office of RBC Wealth Management

Scott Deffinbaugh, CFP®, CIMA®
Senior Vice President – Branch Director
Senior Portfolio Manager – Portfolio Focus

Paul Brinkley
Managing Director – Financial Advisor
Senior Portfolio Manager – Portfolio Focus

Jeremy Beakes, CTFA, MBA
Senior Vice President – Financial Advisor

Tyler Thomas, CEPA®, CFP®
Financial Advisor

Adam VanDamme, CRPC®
Financial Advisor

Todd Stout
First Vice President – Financial Advisor
Consulting Group

Guest speaker:
Len Lecci, Ph.D.
Professor of Psychology at University of North Carolina Wilmington
Director of Clinical Services at MARS Memory Health Network

Financial Abuse Targeting Seniors

Financial scams are prominently reported in the media, but abuse impacting seniors can go beyond scams perpetrated by strangers. Statistics suggest that almost half of the financial losses for retirement stage investors relates to frauds committed by people close to the senior. Guardians, powers of attorney, home health aides -- even family, friends and caretakers can abuse their position to influence, coerce, or simply steal money from seniors they should be protecting. Learn the signs of financial abuse and the steps you can take to protect yourself and your loved ones.

Join Tara Ambrose, vice president and Senior Manager of Client Risk Prevention at RBC Wealth Management, for a discussion with our esteemed panel that includes a Department of Justice prosecutor, a financial exploitation investigator and an industry expert on financial exploitation targeting seniors.