Eldercare Financial Scam Protection

Course Details

Date

Tuesday, June 16, 2020

3:00am – 4:00am

Field of Study

Specialized Knowledge

Course Number

CC2233

CPE Credit

1 hour CPE credit

Level of Knowledge

Overview

Vendor

CPA Crossings

Prerequisites

None

Description

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.

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

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

Designed For

CPAs advising older adults or children of older adults

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$39.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$54.00
Your Price $54.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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