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State officials recently warned elderly residents about so-called financial planning seminars or estate preservation workshops that use a "free lunch" to lure seniors to attend. ...more
January 21, 2009
Attorney General Bill McCollum and Department of Elder Affairs Secretary E. Douglas Beach issued a consumer advisory urging senior citizens and their loved ones to think twice before taking advantage of so-called financial planning seminars or estate preservation workshops that use a "free lunch" to lure seniors to attend. ...more
December 7, 2008
A recent decision by a federal appellate court goes a long way to protect investors. ...more
August 3, 2008
A securities regulatory board slapped Tampa-based brokerage GunnAllen Financial with a $750,000 fine after finding that a company trader misappropriated customers' stock trades. ...more
May 10, 2008
In my house, my children know they will receive a harsher punishment for a lie used to cover up a misdeed than for the offense itself. ...more
September 23, 2007
I'm not quite ready for membership in AARP, but I've been getting invitations in the mail for me and my husband to attend investment seminars that promise to help us ensure we have enough money to retire. ...more
September 16, 2007
An investigation by federal and state regulators of 'free lunch' investment seminars aimed at seniors has found high-pressure sales pitches masquerading as educational sessions, pervasive misleading claims for unsuitable financial products, and even fraud. ...more
September 11, 2007
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