Description

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

Target Audience

CPAs advising older adults or children of older adults

Course 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
  

Subjects

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