Eldercare Financial Scam Protection WEBINAR

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

Educate CPAs and financial advisors on scams against older adults and ways to protect clients.

Preparation

None.

Notice

None.