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Monday, April 24, 2023 Live Webcast

Eldercare Financial Scam Protection (X2-31377)

12:00 PM - 1:00 PM EDT
webcast

Vendor Platform

1 CPE Credits in SK

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.

DESIGNED FOR

CPAs advising older adults or children of older adults

BENEFITS

After attending this presentation you will be able to:

  • Educate CPAs and Financial Advisors on scams against older adults and ways to protect clients

HIGHLIGHTS

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

COURSE LEVEL

Overview

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Raymond Rowe

Raymond T. Rowe, CPA, P.C.

PRICING

$29.00 - Member

$39.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

ALSO AVAILABLE

COURSE DEVELOPER

CPA Crossings