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Tag Archives: Elder Financial Abuse

Market Volatility is a Reminder that Elderly Investors are Vulnerable to Financial Abuse

By Gregory Tendrich, P.A. |

In January, Patrick T. Harker, the President of the Federal Reserve Bank of Philadelphia, authored an important op-ed that appeared in Bloomberg View. Mr. Harker noted that elderly investors are at heightened risk of financial abuse, and that bankers and financial institutions need to do more to protect these vulnerable inventors. Soon after this… Read More »

SEC, U.S. Attorney Prosecute Miami Ponzi Scheme That Targeted Retirees

By Gregory Tendrich, P.A. |

A Miami resident is facing federal criminal charges for allegedly running a Ponzi scheme targeting retired public sector workers. Phil Donnahue Williamson has already settled civil charges brought by the U.S. Securities and Exchange Commission, agreeing to repay nearly $750,000 to investors. The U.S. Attorney’s Office in Miami separately charged Williamson with investment advisor… Read More »

Identifying and Protecting Against Elder Financial Abuse

By Gregory Tendrich, P.A. |

Financial abuse of the elderly is a serious problem in Florida and throughout the country. Many elderly persons exhibit signs of diminished capacity to manage their own finances. Unscrupulous relatives and would-be financial advisers often take advantage of such persons. Planning to Avoid Elder Abuse through Estate Planning In a recent Investor Bulletin, the… Read More »

Gregory Tendrich, PA
Gregory Tendrich, P.A. serves clients throughout Florida, including the cities of West Palm Beach, Palm Beach, Delray Beach, Boynton Beach, Boca Raton, Port St. Lucie, Lake Worth, Wellington, Riviera Beach, Palm Beach Gardens, Fort Pierce, Vero Beach, Hobe Sound, Jupiter Island, North Palm Beach, Lake Park, Lantana, Stuart, Palm City, Jensen Beach, Tequesta and Juno Beach and represents clients in Palm Beach County, Martin County, St. Lucie County, Indian River County and throughout Florida.

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