Past Webinar: Watch on Demand

Elizabeth Loewy

Tuesday, September 03, 2019 | 12:00 PM — 1:00 PM EDT

The Truth About Elder Financial Abuse

Presented by:
Elizabeth Loewy

General Counsel and Senior Vice President of Industry Relations for EverSafe

Your clients face challenges beyond their physical health as they age. 1 in 5 seniors has been financially exploited, and the average loss is $120,300 per victim. Caregivers, too, face an average loss of $36,000 after an older relative has been defrauded. 

Elder financial abuse is a crime affecting thousands of frail and elderly people in the US, with a huge financial and social cost. Most cases go unreported, hidden by fear and shame. This presentation will also focus on ways in which financial advisors and their older clients can help prevent fraud and abuse by using common tools such as guardianship, powers of attorney, revocable trusts, and how to create a family fortress for clients by utilizing sophisticated technology.
 
Financial advisors are in a unique position to take steps to protect their clients and their clients’ loved ones from fraud, identity theft, and age-related issues. Join guest expert Liz Loewy for a special webinar focused on current scams, simple strategies, and innovative tools that financial advisors can employ to prevent fraud and identity theft – before there’s a crisis.

Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

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