Eldercare Financial Scam Protection (C61698)

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Cancellation Policy

Please note that this webinar Is from a third party vendor, CPA Crossings. We strongly recommend registering no later than one-hour before the webinar begins. Please contact CPA Crossings webinar hotline if you do Not receive your webinar invitation via email within five minutes after registering:  877-370-2220 ext. 1. Thank you.

Date(s):

03/28/2024

Registration Open:

12:00 AM - 9:00 AM

Time:

9:00 AM - 10:00 AM

Facility:

 Online

Meeting Type:

Webinars

CPE Credit:

1.00

Field(s) Of Study:

Specialized Knowledge (1.00)

Level of Knowledge:

Overview

Price:

Member: $39.00
Nonmember: $59.00

Individual Discounts:

Not Available

Overview

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

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

Highlights

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

Speaker(s)

Prerequisites

None