Financial exploitation can come from many sources including family, caregivers or the outside. Ensure you are doing your part to protect older clie...
6/27/2022 1:30pm - 2:30pm | Online | CPA Crossings
CPE Categories: Specialized Knowledge & Applications (1 CPE)
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.
Presented by Raymond T. Rowe & Wendy Lawrence
Instructor: Raymond T. Rowe, CPA, P.C. & Wendy Lawrence
CPAs advising older adults or children of older adults
After attending this presentation you will be able to...
The major topics that will be covered in this class include:
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