California Senator Bill Dodd Behind Bill SB 278

  Senator Dodd is leading the way in California with SB 278. As stated in the description under his legislative schedule for 2023-24, “ SB 278 Elder Financial Abuse: Holds institutions accountable for fraud against seniors”, Senator Bill Dodd captures the essence of what he intends to do with this legislative bill to help seniors […]

Financial Institutions Need to Know Their Seniors

The Globe and Mail article below points to the need for all financial institutions with a frontline role on managing and protecting client/member’s wealth to get to know them , espcially seniors, who may be experiencing cognitive deficits as they age. Seniors are also the subject of many targeted attacks on their wealth by unscrupulous […]

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