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CLE on Madoff Lessons

CLE ByAllAccounts is sponsoring a 60-minute live webinar on August 18 entitled What Financial Adfvisors Must Know About History’s Biggest Ponzi Scheme. The description of the program is below:

The Madoff Lessons: What Every Financial Advisor Must Know About History’s Biggest Ponzi Scheme

The arrest of Bernard L. Madoff was a cataclysm for his trusting investors and a scorching indictment of his regulators. But what does this epic crime teach the financial advisor community about managing money—and managing trust?

Join us for this upcoming webinar featuring Diana B. Henriques, a senior financial writer at The New York Times who was the first journalist to interview Madoff in prison, and is the author of the bestseller “The Wizard of Lies: Bernie Madoff and the Death of Trust”.

This webinar will cover:

  • New challenges for financial advisors post-Madoff:
  • How Madoff and his crime made history and why that matters
    • Trust issues
    • Custody and Regulatory issues
  • How advisors can draw a line between their legitimate practices and Madoff’s fraud
  • How Madoff will shape frauds of the future

*The presentation will conclude with a 20 minute open Q&A session to answer any additional questions you have for Diana!