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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.
Designed for: CPAs advising older adults or children of older adults
Instructor: Raymond T. Rowe, CPA, P.C. & Wendy Lawrence
Developer: Raymond T. Rowe & Wendy Lawrence
CPE Credits: 1
Area of Study: Specialized Knowledge
3100 South Columbia RoadSuite 500Grand Forks, ND 58201
(701) 775-7111or (877) 637-2727 Email: firstname.lastname@example.org