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PROTECTING THE INVESTORS OF FLORIDA

by: LAURA HAWLEY guest: Dana Hurley March 6, 2019
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Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host
Dana Hurley – Financial Advisor at Allen & Company

Guest
Alex J. Sabo – Attorney at Bressler, Amery & Ross
Alice Nuttall – MBA, RN, BA Director of Behavioral Health at Lakeland Regional Health

In this episode, we discuss one of the fastest growing forms of Elder Abuse that is Financial Fraud, and dive into issues such as why the Elderly get targeted, warning signs, examples of Financial Fraud, and how to protect you and your loved one. We also welcome special guest Alex J. Sabo, Attorney at Bressler, Amery & Ross, to discuss the many ways people are defrauded, the number one scam facing the Elderly, and much more.

In our Medical moment, we will visit with special guest Alice Nuttall, MBA, RN, BA Director of Behavioral Health at Lakeland Regional Health to Dementia and Alzheimer’s Disease.

Find Out More About: Dollars & Sense

In this episode we cover:

  • Economic Compass (1:01)
  • Visit with Alex J. Sabo, Attorney at Bressler, Amery & Ross to identify and define who an Elderly person is and ways the elderly get defrauded (5:50)
  • Romance scams tricks used to defraud the elderly (10:32)
  • Initiatives to protect Seniors from Financial Exploitation (15:20)
  • Discuss Rule 2165 and how it works in conjunction to helping Seniors (19:06)
  • Resources available for Investors who may have questions regarding Investments (22:42)
  • Florida Securities Dealers Association and their involvement in protecting Seniors (24:29)
  • Medical Moment with Alice Nuttall, MBA, RN, BA Director of Behavioral Health at Lakeland Regional Health to discuss Dementia and Alzheimer’s disease (27:05)

Tweetable Topics:

Earnings are what ultimately drive the market. – Dana Hurley, Financial Advisor at Allen & Company

Companies are still making money out there. – Dana Hurley, Financial Advisor at Allen & Company

It all comes down to referrals are the best sources. – Laura Hawley, CFP®, President at Allen & Company

There were 21,000 cases of romance scams reported in 2018. – Alex J. Sabo – Attorney at Bressler, Amery & Ross, P.C.

It was reported that 143 million dollars were (romanced) scammed in 2018. – Alex J. Sabo Attorney at Bressler, Amery & Ross, P.C.

Connect with:

Laura Hawley – CFP®, President at Allen & Company
Allen & Company – Laura Hawley

Dana Hurley – Financial Advisor at Allen & Company
Allen & Company – Dana Hurley
LinkedIn – Dana Hurley

Alex J. Sabo – Attorney at Bressler, Amery & Ross, P.C.
Bressler, Amery & Ross – Alex J. Sabo
LinkedIn – Alex J. Ross

Alice Nuttall – MBA, RN, BA Director of Behavioral Health at Lakeland Regional Health
LinkedIn – Alice Nuttall

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About LAURA HAWLEY

Laura began her lifelong career at Allen & Company as one of the youngest Financial Advisors in Florida more than 30 years ago.

A CERTIFIED FINANCIAL PLANNER, Laura joined Allen & Company in 1983 and now serves as President and Chairperson of the Executive Committee. In addition, she was appointed to the Board of Directors in 2001. Laura played a crucial role in establishing the Viera office and served as Branch Manager until 2015. She holds Series 7, 66 and 24 licenses, as well as her Life, Health and Variable Annuities.

Laura’s holistic approach to financial planning, and her passion for teaching...