Eldercare Financial Scam Protection (1 hour)

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Jul 16, 2020

Registration: 6:00 AM / Program: 6:30 AM - 7:30 AM Pacific Time

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: 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.

Designed For

CPAs advising older adults or children of older adults

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 Subjects

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

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.