Elder Financial Protection Seminar for Legal and Compliance Personnel

Please join us for an Elder Financial Protection Seminar, a forum for legal and compliance personnel (often the first and last lines of defense) to discuss emerging issues in the financial industry. The seminar will focus on the banking, brokerage and trust/fiduciary sectors and will feature a premiere lineup of speakers, including industry professionals, regulators and trade groups.

To register for the event, click here. 

Panel 1 – Brokerage

• Nick Losurdo, Counsel, Goodwin
• Andrew Caverly, Boston Assistant Regional Director, SEC
• Elizabeth Page, Boston District Director, FINRA
• David Forman, Chief Legal Officer, Fidelity Brokerage Services LLC
• Marin Gibson, Managing Director and Associate General Counsel, State Government Affairs, SIFMA
• Sarah Gill, Senior Vice President and Associate General Counsel, LPL Financial

Panel 2 – Banking and Fiduciary

• Terence McGinnis, Massachusetts Commissioner of Banks
• Janice Costa, Director of BSA/AML Compliance, Brookline Bancorp
• Jennifer Galvagna, Managing Director/Market Trust Director, US Trust Company
• Kevin Kiley, Executive Vice President, Massachusetts Bankers Association
• Samantha Kirby, Partner, Goodwin
• Jennifer Locke, Counsel, Goodwin

Panel 3 – Health, Wealth and Advocacy

• Alice Bonner, Secretary of Elder Affairs, Massachusetts Executive Office of Elder Affairs
• Nicole Iannarone, Investor Advocacy Clinical Professor, Georgia State University College of Law
• Jason Karlawish, Professor of Medicine, Medical Ethics and Health Policy, and Neurology, University of Pennsylvania Perelman School of Medicine and Co-Director of the Penn Memory Center
• Marci Lobel-Esrig, Founder and General Counsel, SilverBills
• Elizabeth Loewy, Co-Founder and General Counsel, Eversafe
• Philip Marshall, Elder-justice advocate and Founder, Beyond Brooke: Advancing elder justice