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Eldercare Financial Scam Protection

  • 10/25/2021
  • 10:30 AM - 11:30 AM
  • Webinar - CPA Crossings


Registration is closed

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:

  • After attending this presentation you will be able to...

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

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

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, CPA, P.C. & Wendy Lawrence

CPE Credits: 1

Area of Study: Specialized Knowledge

Prerequisite: None

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