You are invited to attend the Massachusetts Securities Division’s Senior Investor Education Conference on Friday, June 14, 2013. This conference is designed to help seniors avoid fraudulent investments and to give seniors tools they need to protect their savings.
The current investment environment poses great challenges to seniors who need to use their savings to help cover living costs. This is particularly the case because many low-risk investments, such as bank CDs, now pay historically low rates of interest. Too often, risky and complex alternative investments are recommended to seniors who are reaching to get higher returns. Moreover, some risky investments are promoted specifically to senior investors as ways to avoid or defer taxes. Most disturbingly, fraud operators target seniors because they have accumulated savings and may be vulnerable to their aggressive sales pitches.
This conference is designed to give seniors the tools they need to select a financial professional and to avoid fraud in the current financial environment. The conference is free, and a continental breakfast will be provided. The conference will be held from 8:30 a.m. to 12:00 p.m., on June 14, 2013, at the Massachusetts State House, Boston, MA.
We hope you will be able to attend this conference.
June 14, 2013
|8:30 a.m. – 9:00 a.m.||Complimentary Continental Breakfast|
|9:00 a.m. – 9:15 a.m.||Welcome – Secretary of the Commonwealth - William Francis Galvin|
|9:15 a.m. – 9:45 a.m.||Panel One: Know Who is Managing your Investments|
|9:45 a.m. – 10:15 a.m.||Panel Two: Alternative Investment Products – Risks and Benefits|
|10:15 a.m. – 10:30 a.m.||Break|
|10:30 a.m. – 11:30 a.m.||How to Identify and Avoid Investment Scams|
|11:30 a.m. – 12:00 p.m.||Q & A with Massachusetts Securites Division staff|