Senior$afe Training Calendar


Senior$afe was created in Maine for use by banks and credit unions in order to increase identification and reporting of suspected cases of elder financial exploitation. NASAA has collaborated with the Maine Council for Elder Abuse Prevention to retool Senior$afe so that it is available not only for banks and credit unions but also for broker-dealers and investment advisers.

NASAA has designated October 2-8, 2016 as Senior$afe Training Week and has encouraged its members to use the NASAA version of Senior$afe for training programs to help members of the financial services industry identify and report suspected cases of elder financial exploitation.

NASAA is pleased to provide the following calendar of Senior$afe training events. Please check back frequently for updates.


September

September 16 | Connecticut
Senior$afe training by the Connecticut Department of Banking Securities and Business Investments Division to the Connecticut Valley Chapter of the Connecticut Financial Planners Association (FPA), 8:30-11am, the Sheraton Hartford South, Rocky Hill


September 23 | District of Columbia
Senior$afe training by the District of Columbia Department of Insurance, Securities and Banking at the AARP headquarters, at 6th and E Streets, NW from 9-11am, District of Columbia


September 29 | Alabama
Senior$afe training by the Alabama Securities Commission at Belville State Community College, in partnership with the Better Business Bureau, from 10am-2pm at 101 State St, Sumiton, Alabama


October

October 3 | Michigan
Senior$afe training presented by the Corporation, Securities and Commercial Licensing Bureau of the Michigan Department of Licensing and Regulatory Affairs at Lansing Community College – West Campus, 5708 Cornerstone Drive, Lansing, from 8am-1:30pm.


October 3 | South Carolina
Senior$afe training presented by the Securities Division of the South Carolina Office of the Attorney General, at 10am at Cornerstone Wealth, 201 West Main Street Suite B, Lexington


October 4 I Colorado
Senior$afe training presented by the Securities and Financial Services Divisions of the Colorado Department of Regulatory Agencies to Community Choice Credit Union, 6921 E 72nd Ave, Commerce City, from 9:30 to 11:30am


October 4 | New Mexico
Senior$afe training presented by the New Mexico Securities Division, at 8am at First American Bank, 8110 Ventura NE, Albuquerque


October 4 | Nevada
Senior$afe training presented by the Securities Division of the Nevada Secretary of State, in Las Vegas. Details to come.


October 5 | Maine
Senior$afe training presented by the Maine Office of Securities at the SEC Boston Regional Office’s Broker Dealer and Investment Adviser Symposium from 8:30am to 12pm at the Augusta Civic Center


October 5 | Colorado
Senior$afe training presented by the Colorado Division of Securities at the 26th Annual Securities Conference at Crowe, GHP and Horwath. 1801 California Street, Denver


October 5 | Hawaii
Senior$afe training presented by the Hawaii Department of Commerce & Consumer Affairs, 8am-12pm, at The Plaza Club Honolulu, 900 Fort Street Mall, 20th Floor, Crown & Coronet Rooms, Honolulu


October 5 | Delaware
Senior$afe training presented by Delaware Department of Justice Investor Protection Unit, 12:30pm—4pm at the Buena Vista State Conference Center, 661 South Dupont Hwy, New Castle, Delaware


October 6 | New Mexico
Senior$afe training presented by the New Mexico Securities Division, at 9am at the Regulation and Licensing Department, 5500 San Antonio NE, Albuquerque


October 6 | Nevada
Senior$afe training presented by the Securities Division of the Nevada Secretary of State, in Carson City. Details to come.


October 6 | Pennsylvania
Senior$afe training presented by the Pennsylvania Department of Banking and Securities and the Pennsylvania Department of Aging from 12-1pm at Vanguard Corporate Headquarters, 700 Admiral Nelson Drive, Malvern


October 6 | Tennessee
Senior$afe training presented by the Tennessee Securities Division, at 10:30 AM at the Davy Crockett Building, 500 James Robertson Parkway, 6th Floor, Nashville


October 6 | Florida
Senior$afe training presented by the Florida Office of Financial Regulation at the Florida Securities Dealers Association Industry Outreach Program, 1:15-2:15pm at 5150 Town Center Circle, Boca Raton (postponed due to weather)


October 10 | Minnesota
Senior$afe training presented by the Minnesota Department of Commerce at the Financial Planning Association of Minnesota’s 2016 Annual Symposium, 11:10am, Minneapolis Convention Center


October 18 | Alabama
Senior$afe training presented by the Alabama Securities Commission in partnership with the Financial Planning Association of Northern Alabama, from 1-5pm at the Hoover Public Library, 200 Municipal Ln, Hoover, Alabama


October 20 | Connecticut
Senior$afe training presented by the Connecticut Department of Banking Securities and Business Investments Division to the Fairfield County and New Haven County Chapters of the Connecticut Financial Planning Association, 11:30am, Mill River County Club, Stratford


November

November 18 | Colorado
Senior$afe Training presented by the Colorado Division of Securities to the Colorado Financial Planners Association. 11am-1pm. Location TBD. For more information, contact 303-894-2320.


December

December 8 | Michigan
Senior$afe Training by presented by the Corporation, Securities and Commercial Licensing Bureau of the Michigan Department of Licensing and Regulatory Affairs from 8am to 2 pm at the Michigan State University – Management Education Center, 811 W. Square Lake Rd. – Amphitheater 101 Troy. For more information, call 517-335-5237.

Senior Conenction

Visit our interactive map to contact your state or provincial securities regulator and to find other resources for seniors.North American Securities Administrators Association (NASAA)

Get Help

Font Resizer

A A A