The Role of Trusted Contacts in Money Management
Financial Matters with Richard Oring
English - September 26, 2023 13:00 - 24 minutes - 16.7 MB - ★★★★★ - 13 ratingsInvesting Business News Business News new jersey richard oring oring investments financial planning bonds ria risk 401k jon gay Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: What Is a Fiduciary?
Next Episode: Hidden Perks of 529 Plans under the New Secure Act 2.0
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 Trusted Contact
NCFG - Blog Post on Trusted Contact