How You Can Fight Back Against Financial Elder Abuse

Wednesday, July 18, 2018

4:15 PM EDT | 1:15 PM PDT

60 minutes

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The purpose of this webinar about fighting elder financial abuse is to improve your understanding of diminished capacity so you can take steps to prevent abuse when you see these signs. Older people with diminished capacity are at greater risk. In the webinar, you will learn to

  • recognize the seven warning signs of financial abuse.
  • how you can form an action plan in your office that so you can take protective action for your clients who appear to be at risk.
  • about updated requirements to report abuse and protections for you in the new regulations.

This webinar is about prevention, not waiting until there is abuse and then trying to figure out how to keep it from getting worse.

Carolyn Rosenblatt, RN, Elder law attorney and Dr. Mikol Davis, geriatric psychologist,, will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.


CE Credit 

CFP Board® has approved many of our live webinars for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire LIVE session we will report your attendance to the CFP Board®.

Investments & Wealth Institute has accepted many of our programs for one hour of CE credit towards the CIMA® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event, we will report your attendance to the Investments & Wealth Institute. If you watch the ON-DEMAND event please email us at [email protected] for the webinar ID to self-report your attendance.

CFA institute allows for CFA Institute members to self-report LIVE and ON-DEMAND webinars for CFA® and CIPM® CE credit


Dr. Mikol S. Davis Headshot

Dr. Mikol S. Davis

Dr. Mikol Davis, clinical psychologist and gerontologist has over 44 years of experience as a mental health provider. He obtained his doctorate in educational psychology at the University of San Francisco. He has served all age groups in general clinical practice. In 2008, he began his focus on geriatric clients and co-founded with his wife, Carolyn Rosenblatt. Together they help families resolve disputes and solve problems related to aging loved ones.

Dr. Davis has expertise in diminished capacity for decision making in aging adults. He provides evaluations for testamentary capacity, financial decision making capacity and offers treatment for elders with anxiety, depression and other difficulties. He helps clients resolve intergenerational conflicts and communication issues. He has served as an expert witness in court cases involving family issues.

As a co-founder of, he advises professionals on best communication practices with older adult clients. He provides assessment and psychological testing of aging clients who have signs of dementia or other cognitive decline and provides advice about how to manage these issues with older clients.

Dr. Davis and Ms. Rosenblatt have been married for 35 years and have two adult children.

Carolyn Rosenblatt Headshot

Carolyn Rosenblatt

Carolyn Rosenblatt has over 45 years of experience in her combined professions of nursing and legal practice. She is a subject matter expert in aging issues. Together with her husband, psychologist Dr. Mikol Davis, she founded Together, they provide expert advice, family meetings, and information products for those struggling with problems related to aging loved ones. They also founded, an education and training resource for the financial services industry about aging clients, diminished capacity and financial decisions. They are particularly interested in preventing elder abuse. Their consulting practice includes one-on-one advice, roundtable problem-solving discussions, public speaking, CFP accredited online CE courses, books, webinars and live presentations.

Ms. Rosenblatt blogs weekly at Aging Parents, on She is published in national legal, nursing and financial industry journals. She also is a strong advocate for healthy aging and leads by example. Ms. Rosenblatt is a frequent speaker for organizations and professional groups.

She is the author of The Family Guide to Aging Parents: Answers to Your Legal, Financial and Healthcare Questions (2015), a help for those who are taking on the caregiver role in their lives. She also authored Working With Aging Clients, A Guide for Legal, Business and Financial Professionals, published by the American Bar Association, (2015). She and Dr. Davis co-authored Succeed With Senior Clients, A Financial Advisor's Guide to Best Practices (2016) and Hidden Truths About Retirement and Long Term Care: The Financial Advisors' Guide (2017).

She has been quoted in the New York Times, Wall Street Journal, Money, Financial Planning, Investment News and PBS Next Avenue blog.

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.