Liaison Capitol Hill Dc Washington
Liaison Capitol Hill Dc Washington, 415 New Jersey Ave NW, Washington, DC 20001, USA

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Event Date Wed Oct 17 EDT (about 3 years ago)
Location Liaison Capitol Hill Dc Washington
415 New Jersey Ave NW, Washington, DC 20001, USA
Region Americas

Numerous government agencies, industry programs, consumer protection organizations, and financial institutions address elder financial abuse in their own spheres of influence, but all of the stakeholders need to learn from each other.

The Insured Retirement Institute (IRI) will host the 2018 Protecting Older Investors Summit to increase awareness and to develop new strategies to address this increasing problem. Specifically, we’ll address issues of dementia and diminished capacity with financial services industry leaders, nationally recognized academia, as well as policymakers and regulators. The Summit is an opportunity to meet other important stakeholders and to learn the complex ways in which elder financial abuse occurs and the many organizations addressing it in creative and effective new ways.

The Summit will be held at the Liaison Hotel (415 New Jersey Ave NW) from 9 a.m. to 4 p.m. Following the conclusion of the summit, IRI will host a networking reception for all attendees which will conclude at 6 p.m. Please note, there is no cost to attend the summit.

The Protecting Older Investors Summit will:

- Examine the issue in its many and varied manifestations.
- Network with high level industry peers in an intimate setting in Washington, D.C.
- Bring together the financial services industry, police and prosecutors, consumer advocates, federal and state regulators, researchers
and adult protective services to learn what role each plays in addressing elder financial abuse.
- Present innovative and successful best practices from a range of systems.
- Strategize on how best to coordinate information, strategies and tactics to strengthen the prevention, identification and prosecution of
elder financial abuse.


2018 Speakers:

Robert DeChellis
President and Chief Strategist, Allianz Exchange

Jerry Patterson
Senior Vice President, Retirement & Investor Services, Principal Financial Group

Frank O’Connor

Nag Odekar
Vice President, Marketing, Great-West Financial

Sponsors & Partners

2018 Sponsors:

• Allianz