November 29, 2022


Webinar


1 Total CPE Credits

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Eldercare Financial Scam Protection

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

None

Intended Audience

CPAs advising older adults or children of older adults

Provider

CPA Crossings

This event has ended.