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For those in the mid-Atlantic area, you want to plan on attending the SEC Senior Summit on Sept. 22 at the SEC Auditorium, 100 F St. NE, in Washington, DC. The SEC HQ is right behind the Union Station Metro stop.
The morning session is for consumers and begins at 9:30 am . Topics include getting the most from retirement income, avoiding being an investment fraud victim, and making sure your financial plans are followed.
The afternoon session is for professionals with sessions on best practices for serving the older investor, recognizing the signs of a client's diminished capacity, and more. They run from 1:30 to 4:30.
To register, call 800 732 0330.
This SEC Seniors Summit III is a bust. It is now 10:24 a.m. and all I get from the conference is music and a single PowerPoint slide. I've called the SEC twice to report the technical problem, but they refuse to walk down to the conference and tell the leaders that the broadcast is not working. They accuse me of having a bad connection.