Swan Global Investments is proud to announce that it was a sponsor of the Denver Chapter of Golfers Against Cancer (“GAC”) for their 13th Annual Gala and AutoNation Subaru Golf Tournament on July 25 and July 26, 2021. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20210817005296/en/ From left to right: Christopher W. Peters, CFA®, Financial Advisor, Robert W. Baird & Co., Inc.; Gib Watson, CIMA®, Chief Strategy Officer, Swan Global
UBS Wealth Management USA announced today that Jessica Guo, Managing Director and Financial Advisor with The Guo Group in Wellesley has been named to Working Mother and SHOOK Research’s list of Top Wealth Advisor Moms, for 2020. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20201027005195/en/ Recognition of an exceptional career in Financial Services (Photo: Business Wire) “We are extremely proud of Jessica for representing UBS on this
Phone and internet scams top the list of most common types of financial abuse or fraud targeting elderly.
CPAs are seeing their clients victimized by many common scams at lower levels than they were in 2015.
In the past year nearly half of CPA financial planners had a client show signs of dementia for the first time.
Ensuring that power of attorney and health care proxies are in place top the list of most common plan components to address potential diminished capacity.