Webinars

Protecting Older Investors: What You Need to Know About the Senior Safe Act

Wed, Jun 27, 2018  ||  2:00 PM - 3:00 PM EDT

Past Events

June 15, 2018 - IRI and AIG Lead a Capitol Hill Discussion on Protecting Older Investors

IMG_0310Along with AIG, the Insured Retirement Insitute was pleased to convene a panel discussion on Capitol Hill on June 15 dedicated to Protecting Older Investors. The event was held in conjunction with World Elder Abuse Awareness Day.

Moderated by IRI’s Senior Vice President and General Counsel Lee Covington, the event included welcoming remarks by IRI President and CEO Cathy Weatherford, and Congresswoman Suzanne Bonamici (D-OR), who has been a leader on efforts to protect older investors.
The panel included a wide array of thought leaders and experts on the problem of older abuse exploitation,  and potential solutions:IMG_0313

  • Michele Kryger, Elder & Vulnerable Client Care Officer, AIG Life & Retirement
  • Angela Gutchess, Associate Professor of Psychology, Brandeis University
  • John Cronin, Vice President, Regulatory Strategy, LPL Financial
  • Bob Jackson, Texas State Director, AARP

In addition, to developing an awareness campaign and developing new training materials for financial advisors, IRI will continue to advocate for several federal measures including ensuring that state adult protective service agencies have the resources they need from the federal government to investigate and combat financial exploitation of our elderly population.

 


Thank you to our Platinum Partners:

 

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