Speaking Engagement
The Diplomat Beach Resort Hollywood, Florida
03.07.2024 | 9:45 AM - 10:30 AM ET

Principal Josh Jones will be speaking at the Bank Insurance & Securities Association (BISA) 2024 Annual Convention on Thursday, March 7 2024. Josh will present Addressing Senior Investor, Diminished Capacity, and Generational Wealth Transfer Issues. Josh will discuss senior financial exploitation, regulations focused on these issues, and how to protect clients and firms.

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