Eldercare Financial Scam Protection
Tuesday, April 30, 2024
Webcast or Webinar, Online
4:00 PM - 5:00 PM (opens at 3:30 PM) EST
1Credits
Technical Business
Registration is Open
Members
$39.00 Regular Price
Non-Members
$54.00 Regular Price
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$20.00 Members / $28.00 Non-Members
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Course Type: Webcast
Course Code: 23/CX40320
Level: Overview
Vendor: CPA Crossings, LLC
Field of Study: Specialized Knowledge
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Objectives:
After attending this presentation you will be able to...
- Educate CPAs and Financial Advisors on scams against older adults and ways to protect clients
Major Topics:
The major topics that will be covered in this class include:
- 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
Major Topics:
The major topics that will be covered in this class include:
- 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