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Eldercare Financial Scam Protection

  • 08/26/2021
  • 10:00 AM - 11:00 AM
  • Webinar - CPA Crossings



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.

Learning Objectives:

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

Designed for: CPAs advising older adults or children of older adults

Level: Overview

Instructor: Raymond T. Rowe, CPA, P.C. & Wendy Lawrence

Developer: Raymond T. Rowe & Wendy Lawrence

CPE Credits: 1

Area of Study: Specialized Knowledge

Prerequisite: None

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