(Approx 45 mins.)

Michael and Jorge will discuss how the growth in "free lunch seminars" and other events targeting seniors, motivated the development of the guide. Crafted by AARP and the North American Securities Administrators Association (NASAA), they will highlight best practices for holding marketing or educational events that will build trust and attract clients. This Tele-Seminar can help financial advisors avoid the practices that most often cause concern amongst attendees and regulators. Further, it addresses sound basic practices in communicating to this population.