webcast: Taking care of the ones who took care of you

RJ Hamster

webcast: Taking care of the ones who took care…

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The balancing act between getting the care needed and ensuring wishes are met

Talking to your elderly parents or an aging loved one about their finances can feel like a tough conversation to start.

But the discussion isn’t just about legacy planning. It could be one of the most important talks you have: Elder fraud is on the rise around the globe. In 2022 the FBI reported $3.1 billion in losses for victims of fraud who were over 60 years of age.

Join our specialists for a session on financial elder care, where we’ll cover:

How to start the conversation and keep their needs and wants at the center of the discussion
Best practices to help ensure your loved ones get the care they need and wishes are met
Suggestions to help protect them from elder fraud and scammers

Join us for this event

Date: Thursday, April 20, 2023

Time: 12:00 p.m. ET

Alpa Patel

Managing Director and the West Division Lead of Wealth Planning and Advice, J.P. Morgan Wealth Management

Marlene Ruiz

Vice President on the Global Fraud Awareness Team, J.P. Morgan Asset & Wealth Management

Jeff Kreisler

Head of Behavioral Science, J.P. Morgan Private Bank

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