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