Join us on Wednesday, May 13, 2020, for our membership meeting on Diminished Capacity and Financial Exploitation. This event will be conducted as a webinar, open to members and guests. The presentation will begin at 3:30 pm. A webinar link will be provided one day prior to the event. If you would like to share stories or questions for Angela to incorporate into her presentation, please send via email.
About the Presentation:
Approximately 5 million older Americans are exploited financially every year costing them an estimated $36.5 billion. In many cases, it is suspected that the victim suffered from some form of diminished capacity. The two goals for this presentation are to help you recognize the different types and signs of diminished capacity and to understand what financial exploitation is and be able to identify its many forms.
We will learn how to spot the “red flags” that may indicate attempts at financial exploitation and we will discuss the steps you can take to protect yourself, your family and your clients. It is my belief that creating or updating a personal financial plan is the first line of defense for protecting your assets and securing your financial future.
About the Speaker:
Angela B. Baker, JD, CFP®, CLTC, CASL®, RICP
Angela joined West Financial Services in May 2018 after relocating from Richmond, Virginia. She is a relationship manager with more than 25 years of experience in comprehensive financial planning, insurance, and wealth management services. She began her career at age 14, working in Richmond with her father, Frank Brown, Jr., a well-respected member of the American College of Trust and Estate Council and author of the Virginia Probate Handbook. After graduating from the University of Richmond with a Bachelor of Arts in Political Science and Women’s Studies, Angela went on to obtain her Juris Doctor from Seton Hall Law School in Newark, New Jersey.
Angela focuses on retirement income planning and working with women, particularly those who are divorcing, divorced or widowed. Over the years, she has found that the greatest concern expressed by her clients is running out of money in their retirement years. She works together with her clients to gain control and confidence and secure their financial future. Angela is a Certified Financial Planner®, and is certified in Long Term Care, Senior Living and Retirement Income Planning.
A native of Richmond, she has served on the University of Richmond’s Estate Planning Seminar Planning Committee for many years. Angela is a current member of the Financial Planning Association of the National Capital Area, and a retired president and chair of the Financial Planning Association of Central Virginia. She is also a member of the Northern Virginia Estate Planning Council, the Community Foundation for Northern Virginia Business Women’s Giving Circle, and Next Horizons, a consulting business council.
Angela enjoys writing and presenting on topics related to financial planning and has a passion for working to protect vulnerable adults from financial exploitation.
Angela and her husband live in Arlington and enjoy spending time with their adult children, traveling, cycling, weightlifting, cooking and eating great food, and constantly learning.
- This event will be held as a one-hour webinar, beginning at 3:30 pm EST.
- Registration is complimentary for members and guests.
- Connection details will be emailed one day prior to the event.
- If you would like to share stories or questions for Angela to incorporate into her presentation, please send via email.
This event is approved for 1.0 CFP credit.