The number and magnitude of recent breaches have brought unprecedented challenges for families. Older adults, in particular, are often targeted by scammers. Seniors are now ensnared in romance scams, crypto - currency fraud, and sophisticated impersonation schemes. Fraudsters have ramped up their activity and perfected the art of preying on seniors.
Join elder fraud expert Liz Loewy from EverSafe for this webinar when she: (1) addresses the most prevalent current scams and breaches; (2) outlines steps to prevent loved ones and clients from being victimized; and (3) offers tips, tools, and resources for family members of any age, caregivers, and professionals to protect themselves.
*CE/CPE Eligible: 1 CE credit is available to attendees with these designations: CFP, CLU, ChFC and RICP. CPA attendees will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Lis is Co-Founder and Chief Operating Officer at EverSafe®, a technology platform that monitors for fraud, identity theft, and age-related issues. Previously, Liz was the Founding Chief of the Elder Abuse Unit in the NY DA's office; Responsible for overseeing a unit of 18 prosecutors and app 800 elder abuse cases (officewide) annually. Counsel on several high-profile investigations and trials, including those involving the late Brooke Astor and Huguette Clark. Worked closely with financial institutions to assist in initiatives and training focused on elder fraud prevention and compliance. Keynoted/presented on the subject of elder abuse at conferences in the US and Europe involving government regulators, banks, investment firms, medical professionals, judges, civil attorneys, prosecutors, law enforcement, universities, and various other organizations. Spearheaded and chaired one of the first multidisciplinary teams focused on elder financial abuse as well as the first Elder Fatality Review Team in New York City.