ON-DEMAND WEBINAR

Safeguarding Seniors: Tackling the $28 Billion Elder Financial Exploitation Epidemic

Safeguarding Seniors Tackling the $28 Billion Elder Financial Exploitation Epidemic
Course Level
Overview
Delivered via
Online
Duration
80:21
CPE
1.5
Safeguarding Seniors Tackling the $28 Billion Elder Financial Exploitation Epidemic

Description

Elder financial exploitation is an escalating crisis, with victims losing more than $28 billion annually, as reported by AARP. This highlights the urgent need of effective intervention by financial institutions that must help protect their elderly clients from financial exploitation.

In this webinar, you will dissect the tactics used by fraudsters, both known and unknown, and learn about the actionable measures you can take to reduce the prevalence and impact of these crimes. You will also explore various strategies, including advanced monitoring techniques, client education initiatives, and collaborative efforts with legal and social entities.

Prerequisites

None

You Will Learn How To:

Develop and implement effective detection and prevention strategies within financial institutions.

Educate elderly clients on financial safety and awareness to prevent exploitation.

Engage in multi-disciplinary collaboration to provide comprehensive protection against elder financial exploitation.

Recognize and respond to common scams and fraudulent activities targeting seniors.

CPE Information

CPE Credit: 1.5
NASBA Information: Auditing
Advanced Preparation: None
Last Updated: July 2024

Presenters

Jacob Denman, CAMS - Moderator

Denman-Jacob

Partnerships & Alliances
Thomson Reuters

Erin West - Speaker

West-Erin

Deputy District Attorney
Santa Clara County District Attorney's Office

Jennifer Pitt, CFE - Speaker

Pitt-Jennifer

Fraud Prevention Consultant
VOICE AGAINST FRAUD, LLC

Angela Diaz - Speaker

Diaz-Angela

Vice President, Lead Control Management Officer
Wells Fargo

Victoria Breshears, CFE - Speaker

Breshears-Victoria

Head of Anti-Fraud and Financial Crimes
Securian Financial

Policies

CPE Credit

Please note: To be eligible for CPE credit, you must complete the final exam within one year of purchase date. You may only claim CPE credit for a course once.

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