tailieunhanh - Older Americans Financial Abuse Prevention Working Group

In view of the new challenges raised by recent trends on ETF markets, ETF providers and investors should review the risk management strategies of ETFs, especially in areas such as counterparty risk and collateral management, as well as assessing their exposure to market and funding liquidity risks. Furthermore, ETF providers should consider enhancing the level of transparency they offer to investors on the entire range of ETF products, especially the more complex ones. In particular, they should make publicly available detailed frequent information about product composition and risk characteristics, including on collateral baskets and arrangements for synthetic ETFs and securities. | THE Financial Services Roundtable Older Americans Financial Abuse Prevention Working Group June 2012 Included in this booklet are links to programs on financial literacy and fraud prevention as well as an overview of tips for older Americans. Financial Literacy Programs Ameriprise Financial Inc. Resources for Senior Investors and Vulnerable Adults customer-service CFP Board Consumer Guide to Financial Self-Defense learn FinancialSelfDefense RedFl Lifelong Financial Strategies 25 Tips over 25 weeks learn lifestage3 .asp link11 Federal Trade Commission Money Matters moneymatters Financial Literacy and Education Commission Planning for Retirement Retiring category topic1 planning-retirement Institute for Financial Literacy Senior Financial Safety programs distancelearnin Social Security Administration When to Start Receiving Retirement Benefits retirementpolicy retire . Department of Labor Taking the Mystery Out of Retirement Planning ebsa Publications nearretirement. html Women s Institute for a Secure Retirement National Council on Aging Savvy Saving Seniors Steps to Avoiding Scams http id 661 page Financial_Elder_Abuse_Resources Wells Fargo Company Having a Conversation . With Your Parents beyondtoday ages-stages conversations parents Guide to Financial Protection for Older Investors https emx dctm Marketing Marketing_Materials Retirement_Pl anning Tips for Staying Financially Fit Establish a budget. Identify all current obligations . mortgage payment supplemental health insurance prescription drugs . Determine the amount to spend each month and develop an appropriate budget. Determine the appropriate products for you. Institutions offer a wide variety of products to respond to .