March 29, 2023


1 Total CPE Credits


Webinar (CPA Crossings): Eldercare Financial Scam Protection

  • Instructor

    Raymond Rowe

  • Instructor

    Wendy Lawrence

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

Total CPE
Specialized Knowledge

Things to Know About This Course

Course Level

  • Overview



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


CPA Crossings, LLC

This event has ended.