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Financial Elder Abuse: How Advisors Can Advocate for Clients

Session Speakers
Session Description

Why Attend
With news agencies reporting elder abuse on the rise, it is important to be alert to a variety of issues that could threaten your aging clients’ well-being, including, specifically, elder financial abuse.

Session Details
Learn from a national expert in the field to:

  • Understand what constitutes abuse, to recognize its potential signs
  • Understand the growing fraudulent schemes specifically targeted at seniors, such as charitable scams
  • Understand how to be alert to undue influence, misuse of POAs and guardianships, identity theft, Medicare/Medicaid fraud, and other insidious practices and know where to go if you suspect abuse
  • Learn communication techniques for discussing these delicate subjects with your clients and their families

Additional Information
CPE-1.5 hrs, CIMA-1.5 hrs, CE-1.5 hrs
1h 15m
Session Schedule