Seniors and Investing: Don't Be the Next Victim, Protect Your Financial Future

Seniors and Investing: Don't Be the Next Victim, Protect Your Financial Future

Spring (4-8 hours) | This course is completed

10 Hilton Field Road Hanover, NH 03755 United States

Founders Room

Repeat

5/2/2018-5/9/2018

12:00 PM-2:00 PM EDT on Wed

$40.00

This is a two-session course designed to provide seniors with investor and financial education. It will include significant time for questions and class interaction. The overall intent of the classes is to provide participants with investor education to protect themselves. Seniors are frequently targeted by fraud perpetrators or by unscrupulous salespeople.

The course includes: “How to Detect and Prevent Fraud,” “Understanding Investments,” and “Special Considerations When Investing While Retired.” We feel the best defense against investor fraud is a well-educated citizen. Extensive investor education materials will be distributed.

  • There are no required reading packets or textbooks for this course.
Moquin, Kevin

Kevin Moquin is Senior Staff Attorney for the New Hampshire Bureau of Securities Regulation. Attorney Moquin oversees registrations, examinations and investor education, and serves as the Bureau’s primary hearing officer.

 

Tom Boulter is a special consultant to the Bureau for investor education. Tom has over 40 years of financial services experience with many years as a Chief Compliance Officer for a major broker dealer and investment advisors.