The Role of Trusted Contacts in Money Management
From Financial Matters with Richard Oring by Richard Oring
September 26, 2023 · 24 min · Season 2 · Episode 1
About this episode
This episode discusses the importance of trusted contacts in maintaining financial security, especially for seniors and those with mental disabilities.
Have you ever considered how to ensure your financial accounts' safety? Let's discuss the importance of trusted contacts in maintaining financial security. The Finra Rule 2165 is specifically designed to protect individuals over 65 years old or with a mental disability. We will also cover common scams targeting seniors and why keeping your trusted contacts up-to-date is crucial. We will also share real-life examples that illustrate how trusted contacts can safeguard clients. FINRA Video for ...
People in this episode
Host: Richard Oring
Topics covered
- financial security
- trusted contacts
- scams targeting seniors
- Finra Rule 2165
- money management
Keywords
- financial accounts
- trusted contacts
- Finra Rule 2165
- scams
- seniors
- financial security
Mentioned in this episode
Organizations: Finra
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