The TASA Group: Ethical Considerations for Working With An Aging Population
On October 11, 2018: The TASA Group, in conjunction with certified financial planner Marguerita Cheng presented a free, one-hour interactive webinar presentation, Ethical Considerations for Working With An Aging Population, for all legal professionals.
During this presentation, Ms. Cheng discussed:
- A demographic overview
- Client identification
- Undue influence
- Capacity: Mental and Financial
- Client waivers
- Elder financial abuse
About the Presenter: Marguerita M. Cheng is the chief executive officer at Blue Ocean Global Wealth. She is a past spokesperson for the AARP Financial Freedom Campaign, a member of the CNBC FA Council, and a regular columnist for Investopedia & Kiplinger. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. She serves as a Women’s Initiative (WIN) Advocate and subject matter expert for CFP Board, contributing to the development of examination questions for the CFP® Certification Examination. In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100 and a Woman to Watch by InvestmentNews.