This course is also available in the 2019 Paralegal Cruise Bundle.

During this presentation, Ms. Cheng discussed:

• A demographic overview
• Client identification
• Undue influence
• Capacity
  • Mental
  • Financial
• Client waiver
• Elder financial abuse

Course Format

This is an on demand seminar – you’ll receive immediate access to the on demand recording, PowerPoint, and a certificate of attendance/CLE. You have lifetime access to this program, so once it’s in your account, you can return to complete it whenever it is convenient for you.

Video length: 1 Hour 2 Minutes.

Continuing Legal Education Credit (CLE)

NALA CP or ACP: This program meets the requirements of the NALA Certifying Board for continuing legal education credit required to maintain the CP (Certified Paralegal) credential. This program is pre-approved by NALA for 1.0 hour of Substantive CLE including 1.0 of Ethics CLE.

Florida Bar FRP: As approved by NALA, this seminar meets the requirements under Rule 20-6.1 of the Rules Regulating The Florida Bar for continuing legal education credit required to maintain the FRP credential.

NALS: This program has been approved by NALS for 1 General including 1 Ethics CLE Hour.

NFPA RP® or CRP™: NFPA automatically accepts substantive CLE hours which bears the accreditation of NALA on the certificate of attendance.

State Bar of Texas – Paralegal Division – The Division will accept substantive law CLE approved by the National Association of Legal Assistants for credit towards the Paralegal Division mandatory membership renewal CLE requirement.

Meet your Speaker

Marguerita M. Cheng is the chief executive officer at Blue Ocean Global Wealth. She is a past spokesperson for the AARP Financial Freedom Campaign, a member of the CNBC FA Council, and a regular columnist for Investopedia & Kiplinger. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. She serves as a Women’s Initiative (WIN) Advocate and subject matter expert for CFP Board, contributing to the development of examination questions for the CFP® Certification Examination. In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100 and a Woman to Watch by InvestmentNews.