GAPC 29th Annual Conference - Wednesday ONLY

11:00 a.m.

Guardianship & Wealth: Strategies for Managing Affluent Investment Portfolios

Cassandra Smalley, CFA, CFP® - Cassandra Smalley Wealth Management

This session provides practical tools to manage affluent investment portfolios through a fiduciary lens. Attendees will learn strategies to balance risk, optimize asset allocation, and ensure financial sustainability for their wards across both short- and long-term horizons.

Key Learning Takeaways:

• Understand how to apply fiduciary principles to investment oversight in guardianship cases
• Learn risk management and asset allocation investment strategies tailored to the responsibilities of guardians
• Explore how to evaluate and plan for liquidity needs versus long-term sustainability of a ward's financial resources

12:00 p.m.

FBI Elder Fraud Presentation

Elisabeth Conley - Community Outreach Specialist, Federal Bureau of Investigation

The FBI Elder Fraud Presentation provides vital information to help older adults, caregivers, and community members recognize and prevent common scams that target seniors. Attendees will learn about the latest fraud schemes—including romance, lottery, tech support, and government impersonation scams—along with red flags to watch for and practical steps to avoid becoming a victim. The session also highlights real case examples, reporting resources, and how the FBI works with partners to protect our senior community.