Eldercare Financial Scam Protection WEBINAR

Monday, October 25 8:30am - 9:30am PDT

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Your Desk

1.0 Credits

Member Price $39.00

Non-Member Price $59.00

Overview

Financial exploitation can come from many sources including family, caregivers or the outside. Ensure you are doing your part to protect older clients from financial scams by taking a comprehensive look at identity theft and suspicious activity reporting (SAR) so you know when to call adult protective services.

Highlights

Exponential growth of aging population due to Baby Boomers. Sources of scams and schemes perpetrated against older adults. Methods to protect older adults from scams. Suspicious Activity Reporting (SAR). Flagging credit reports and bank accounts. Conservatorships and guardianships. Where to report elder abuse.

Prerequisites

None.

Designed For

CPAs advising older adults or children of older adults.

Objectives

Learn about scams against older adults and discover ways to protect clients.

Preparation

None.

Notice

None.

Leader(s):

  • Raymond Rowe

Non-Member Price $59.00

Member Price $39.00