Share this program:

On-Demand

The Smart Lawyer’s Guide to Investment Fraud: Red Flags, Scams, and Legal Remedies

Share this program:

Register now for immediate access to this program.

Register Now

Already Registered?

Login
Price

$50 for Member
$81.25 for Non-Member
$0 for All-Access Pass

75 minutes
Date Published

September 25, 2025

Publisher

Cleveland Metropolitan Bar Association

Subjects

Fraud, Scams

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call (513) 381-8213 (M-F, 9-4 pm ET) or e-mail customer service.

Summary

Billions of dollars in retirement savings are lost every year to investment fraud, impacting clients, family members, and even professional peers of practicing attorneys.

In this eye-opening and fast-paced program, veteran securities fraud attorneys David Meyer, author of The Investor Protector and founding partner of Ohio-based Meyer Wilson Werning, and Courtney Werning, frequent speaker, published author, and partner at Meyer Wilson Werning, will demystify the world of financial advisors, investment accounts, cryptocurrency scams, and the legal remedies available when misconduct occurs.

You’ll learn how to spot the red flags of potential investment misconduct and understand the evolving regulatory duties that govern the financial services industry. David and Courtney will also walk through real-life case examples and share legal strategies used to recover investment losses through securities arbitration.

Whether you practice estate planning, family law, business litigation, or virtually any other area, this session will equip you to better protect your clients, and yourself, from the devastating consequences of investment fraud.

  1.  
SWOD-26668

Expand summary
back to top

Presenters

David P. Meyer
Founder and Managing Principal, Meyer Wilson Werning


Courtney M. Werning
Principal, Meyer Wilson Werning


back to top

Program Titles and Supporting Materials

This program contains the following components:

Media Files
GMT20250925 160029 Recording cutfile 20250925201934034 gallery 2560x1600
Downloadable Files
Cleveland Bar MWW Slides
back to top

Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

back to top

How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

back to top

More

Refund Policy
SeminarWeb and Cincinnati Bar Association programs are non-refundable.

Privacy Statement
We respect and are committed to protecting your privacy. Read Statement.