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23WX-3506: Eldercare Financial Scam Protection (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Wednesday, February 28, 2024
2:00pm - 3:00pm Central Time
1 CPE (1 technical)

Alternate dates & more options

  • Tuesday, April 30, 2024 - Webinar

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.

Major subjects

  • 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

Learning objective(s)

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

Who should take this program?

CPAs advising older adults or children of older adults

Fees

Our records indicate you are a nonmember. If you register, you will be charged $39.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $39.00
checkmark Standard Nonmember Fee $39.00

More program information

Location Online
Area
of study
Financial planning
Field(s)
of study
Specialized Knowledge - Technical (1.0)
Level Overview
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.