January 24, 2023

Webinar

1 Total CPE Credits

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Webinar (CPA Crossings): Eldercare Financial Scam Protection

  • Instructor

    Raymond Rowe

  • Instructor

    Wendy Lawrence

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

Major Topics

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

CPE Credits Available

1
Total CPE
1
Specialized Knowledge

Things to Know About This Course

Course Level

  • Overview

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs advising older adults or children of older adults

Provider

CPA Crossings, LLC

This event has ended.