How to Talk to a Person who is Vulnerable about Adding a POA: A Financial Firm Perspective
In this webinar, Tara Ambrose, Senior Manager of RBC Wealth Management’s Client Risk Prevention team, discusses best practices for approaching what can be an unconformable conversation with a vulnerable person to add a power of attorney for oversight and support. This presentation will include specific talking points, potential alternatives, and resources.
BELTSS CE approval MN23-6016
Date
February 23, 2023
Address
Online
COST
Free