The baby boomer generation presents a wide variety of personal financial positions as they enter retirement. With some retirees, perhaps in a less economically secure position, they are more likely to become targets of high-pressure sales techniques and get-rich-quick schemes.
This issue of FVS Eye on Fraud highlights fraud-related scams targeting senior citizens, specifically the different types of investment fraud schemes, and outlines the warning signs of fraud. As trusted advisers, practitioners are in a unique position to help protect