Podcasts about elder financial abuse

Send us a textOn this episode of The Get Ready Money Podcast, I was joined by Cameron Huddleston, author and Director of Education & Content at Carefull; Cathy Sikorski, author and speaker along with Neil Granger, Consultant and Expert to talk about changing the way we think about money and elder financial abuse. Here's what we discussed: Defining elder financial abuse and prevention tips.What is a trust mill?How to spot red flags. The importance of being proactive with your parents and communicating about frauds and scams. Adult children should pay attention to their parent's behavior.What to look for in an advisor. Bios:Cameron Huddleston:Cameron Huddleston is an award-winning personal finance journalist, author of Mom and Dad, We Need to Talk: How to Have Essential Conversations with Your Parents About Their Finances and director of education and content at Carefull. She also is an award-winning journalist with nearly 20 years of experience writing about personal finance. Her work has appeared in Kiplinger's Personal Finance, Chicago Tribune, Forbes.com, MSN, Yahoo! and many more online and print publicationCathy Sikorski:Cathy Sikorski, Esq. a Speaker, Elder Lawyer, Author and Media Guest unravels the complex financial and legal problems in the caregiving crisis. Cathy uses her own caregiver experience and expertise to educate, entertain and elevate the conversation around work, money, aging and caregiving. In October 2021, Corner Office Books released her latest book 12 Conversations: How to Talk to Almost Anyone about Long-Term Care Planning. Neil GrangerNeil Granger has been in the financial services industry for more than 39 years. In addition to being a California Life Agent, he is also licensed as a Life and Disability Analyst-one of less than 40 in the state. Neil has spent most of his Insurance career as an independent agent in the area life, health, disability and Long Term Care insurance sales, working with individuals and small businesses. Since 2009, Neil has focused his practice on Consulting and Expert work in the area of Elder Financial Abuse prevention.  Neil has worked with several District Attorney Offices as a member of their Financial Abuse Specialist Teams, has testified in both Criminal and Civil cases, and works with the Investigative Unit of the California Department of Insurance. Neil has also helped draft, and has testified in favor of, insurance legislation, which has helped strengthen financial protection for California Seniors. He recently stepped down from the California Department of Insurance Curriculum Board after 12 years of membership- 6 years as its Chairman.Connect with Cameron Huddleston: WebsiteLinkedInX/TwitterFacebookInstagramConnect with Cathy Sikorski:WebsiteLinkedInTikTokConnect with Neil Granger:WebsiteLinkedInSupport the show

Hey there! Send us a message. Who else should we be talking to? What topics are important? Use FanMail to connect! Let us know!Season 6 - Episode 133You may be enlightened as we welcome John Schwartz, a retired FBI agent and the visionary founder of the Center for Combating Elder Financial Abuse, to our latest episode from The CopDoc Podcast. John's journey from West Point to the U.S. Army, where he served in roles ranging from field artillery to ROTC instruction, laid the groundwork for his 24-year career with the FBI. From drug enforcement to counterintelligence and counterterrorism, John's diverse experiences with the Bureau have now converged into his mission to protect vulnerable seniors from financial exploitation.Our conversation takes a deep dive into the alarming rise of elder financial abuse and the critical role that police agencies can play in addressing this often-overlooked crime. We shed light on the myriad schemes used to target the elderly, including handyman scams, sweetheart cons, and fraudulent sweepstakes. Highlighting notorious cases like Scott Cohen's $300 million Ponzi scheme, we stress the necessity for law enforcement to investigate these broader criminal enterprises, emphasizing financial predators' extensive and sophisticated reach.The CopDoc Podcast explores the various forms of elder fraud, from impersonation scams to "pension poaching" aimed at elderly veterans. By sharing strategies employed by successful elder abuse units and discussing the importance of continued education and collaboration, we strive to equip our listeners with the tools to fight this pervasive issue. John Schwartz's insights and dedication serve as a powerful call to action for all of us to stay informed and vigilant in protecting our most vulnerable populations.Contact us: copdoc.podcast@gmail.com Website: www.copdocpodcast.comIf you'd like to arrange for facilitated training, or consulting, or talk about steps you might take to improve your leadership and help in your quest for promotion, contact Steve at stephen.morreale@gmail.com

There is a rise in abuse to elders in America when it comes to their finances and recently acknowledged Elder Financial Abuse Awareness Day, where so many reports of fraud have surfaced. We talked to Jill Schlesinger of Jill on Money about this and how the FBI, along with many others, are hoping to combat the abuse of elders not just financially but physically and emotionally as well

There is a rise in abuse to elders in America when it comes to their finances and recently acknowledged Elder Financial Abuse Awareness Day, where so many reports of fraud have surfaced. We talked to Jill Schlesinger of Jill on Money about this and how the FBI, along with many others, are hoping to combat the abuse of elders not just financially but physically and emotionally as well

This week, the US Department of Justice made two announcements about repatriating funds seized from criminal actors. The Federal Reserve issued a cease and desist order regarding banking as a service. FinCEN issued a reminder about the importance of detecting elder financial abuse. John and Elliot discuss how these items impact the financial crime prevention community.

Financial abuse of older people, how common it is, how it occurs, and what can be done about it

June 1, 2024 - Elder financial abuse by VOCM

This week on Fraudish, Kelly speaks with Brian Watson, who has decades of experience in financial crimes. Most recently, he has transitioned into non-profit work in preventing elder financial scams and abuse. If you have an elder loved one, this episode is especially important, as we discuss how to prevent and report financial crimes against the elderly. Especially as these scams are getting more and more sophisticated every day. Brian spent 28 years in Federal Law Enforcement investigating financial crimes as a Special Agent with IRS Criminal Investigation. He spent much of that time as a Public Information Officer warning the public about financial related scams. He was so impressed by R.O.S.E., he decided to join the team. As a Community Outreach Specialist, Brian partners with the media, law enforcement, and others to share the great work done by R.O.S.E.Links:Brian Watson on LinkedinR.O.S.E. Advocacy

Explore the complexities of Dementia, Alzheimer's, and the anxiety that accompanies these challenges. Witness the inspiring tale of love that emerges from the devastating diagnosis, shedding light on the impact of these conditions on the aging brain and the emotional toll they take. Financial troubles may be one of the earliest signs of a dementia causing disease making this conversation extraordinarily important. From being estranged, overnight, Lianne was thrust into the role of her father's primary caregiver, managing his financial matters with constant threats from her mother, who continued to exploit him. In playing this role, Leanne had a firsthand account of what is sadly a common occurrence – financial elder abuse by family members. Lianne now seeks to change elder abuse laws based on her experience. Through her trials and tribulations, one can identify with some of the key changes that are needed. Most critical amongst them are early diagnosis of cognitive impairments such as dementia and the strengthening of societal attitudes towards the elderly. Warning signs that caregivers should be mindful of include confusion, forgetfulness, inability to manage finances, frequent acts of generosity, and persistent requests from family members for money. Regular checking of bank statements can go a long way in preventing financial abuse of the elderly. Early diagnosis of dementia and other such cognitive impairments is critical to safeguarding the interests of the elderly. Timely intervention can help get financial and legal affairs in order thereby reducing the potential of exploitation. Additionally, early diagnosis allows for necessary lifestyle changes that could potentially slow disease progression Here are 10 key sections from the transcript with start times: 0:16:29 - Discovering the Fraud 0:23:11 - Changing Laws and Awareness 0:29:20 - Continuing Financial Abuses 0:36:16 - Abandonment and Loneliness 0:41:4 - Importance of Early Diagnosis 0:48:7 - Justification of Abuse 0:54:21 - A Movie-Worthy Tale 1:13:33 - The Cleaning Lady's Abuse 1:17:29 - Forced Sale of Homes ++++++++++++++++++++++++++++++++++++++++ Sign Up for more Advice & Wisdom - email newsletter. ++++++++++++++++++++++++++++++++++++++++ Please help us keep our show going by supporting our sponsors. Thank you. Stop 100% of Unwanted Calls with imp. Did you know people with Alzheimer's can receive nearly 200 spam calls a week? You can put a stop to those now. ++++++++++++++++++++++++++++++++++++++++ Relevate from NeuroReserve Make Your Brain Span Match Your LifeSpan With Relevate nutritional supplement, you get science-backed nutrition to help protect your brain power today and for years to come. You deserve a brain span that lasts as long as your lifespan. ++++++++++++++++++++++++++++++++++++++++ Join Fading Memories On Social Media! If you've enjoyed this episode, please share this podcast with other caregivers! You'll find us on social media at the following links. Instagram Twitter LinkedIn  Facebook Contact Jen at hello@fadingmemoriespodcast.com

In this episode of The Agent of Wealth Podcast, host Marc Bautis addresses a topic that demands our attention and concern: The financial aspects of elder abuse.In this episode, you will learn:What elder abuse is, with a focus on financial exploitation of our elders.Staggering statistics about elder abuse in the United States. The different forms of financial exploitation our elders may face.How to prevent elder financial abuseAnd more!Resources:Episode Transcript & Blog | Episode 174 - How to Safeguard Your Parents From Senior Citizen Scams | Elder Financial Abuse Statistics | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

David Jackson, an investigative reporter for Injustice Watch, joins Lisa Dent to explain why seniors in Illinois are easy target for financial abuse even though there are safeguards in place to protect them from scammers. Follow The Lisa Dent Show on Twitter:Follow @LisaDentSpeaksFollow @SteveBertrand Follow @kpowell720 Follow @maryvandeveldeFollow @LaurenLapka

This episode of the podcast summarizes recent news coverage in the Journal of Accountancy, along with an article on what to consider before converting a traditional IRA to a Roth IRA. The episode highlights articles in the November issue of the magazine flipbook. Content mentioned in the episode includes: Coverage of the AICPA & CIMA National Tax Conference: The sentiment of former IRS commissioners, along with one concern of National Taxpayer Advocate Erin Collins. Details on the growing tax gap, according to IRS data. NOCLAR: What CPAs in public practice and in business should know. What to think about before converting a traditional IRA to a Roth IRA. How CPAs can protect clients from elder financial abuse. The Last Word feature by Andrew Hunzicker, CPA. Technology Q&A articles about Excel's Advanced Filter feature and comparing versions of a Word document.

One out of every 20 older adults in the U.S. is a victim of financial exploitation, losing an average of $80,000 to $186,000 (olderadultnestegg.com). The vast majority of elder financial abuse cases are most likely to be somebody the older adult knows: 54% family members, 31% care workers, and 13% partners (Jackson, 2016).Banks and money service businesses reported a 400% increase in suspicious activity from 2013-2017. The vast majority of this suspicious activity involved people over 60 (olderadultnestegg.com).Today's guest, Dr. Peter Lichtenberg, is a national expert in preventing financial abuse and exploitation and reducing its impact on older adults.In this 60min continuing education podcast, you'll discover: -  Examples of elder financial exploitation- What puts older adults at risk for financial exploitation-  Resources to help older adults, caregivers, and professionals prevent elder financial exploitation and recover from identity theft.Click here to go to the show notes page Attention! Social Workers, Therapists, Counselors, Psychologists, Aging Life Care Experts... Click here to get Continuing Education Credits for Listening to this podcast

June 15th is World Elder Abuse Awareness Day, and Joseph Borg, Director of the Alabama Securities Commission talks with Carolyn Hutcheson, In Focus host, about the prevalence of financial exploitation inflicted on older citizens.  Alabama law requires that any financial professional licensed by the ASC report suspected financial abuse to the agency and to DHR.

Libby Znaimer is joined by David Cravit, Vice President of Zoomer Media and Chief Membership Officer at CARP, Peter Muggeridge, Senior Editor of Zoomer Magazine and Bill VanGorder, Chief Operating Officer and Chief Policy Officer of CARP. Today: It

Elder Financial Abuse is the fastest growing category of elder abuse, and the numbers are going up every year.  Typically a caregiver or family member works to gain the trust of an elderly person and gains access to financial accounts. In this episode we discuss Red Flags to may point to suspicious activity. We talk about things a person can do if they suspect financial abuse. We also talked about other scams, such as phone scams and online scams. Part of the reason older people are more vulnerable to financial exploitation is because it is more likely that they are isolated and lonely. Frances Simon, my guest and founder of the PSGroup, suggests that even if your loved one lives out of state, that you develop relationships with neighbors and elder support services where they live. Episode Takeaways 1. Be intentional about getting your financial house in order. 2. Plan for something fun, in other words, reward yourself for the work you do to get your financial documents in order. 3. Be organized in your living space. Let your children or contact person know where your paperwork is; do not leave an inheritance of a big mess. 4. Create a memento box and write letters to your children to store along with memories you want to save for them.

Talk Money with Jim Shoemaker Join Jim Shoemaker and Daniel Irwin from the BBB to find out how to Watch for Tax Identity Theft. Scott Jordan and Rob Clement will add more about Identity Theft and Elder Financial Abuse. 

Contact Laura: laura.williams@wealthwave.comSupport this podcast - Leave a review

On today's show, Lou talked about the Federal Reserve System.- Elder Financial Abuse & The Senior Safe Act.- Qualifying for Medicaid.- PTR Program.- Extra Child Tax Credit.- Lincoln & JFK Similarities.- Lou also took many calls from Jersey Shore listeners.

#066 -  At 93 years old, Beverley Schottenstein filed financial abuse charges against two of her grandsons, Evan Schottenstein and Avi Schottenstein, and JP Morgan. A ruling in February 2021, found the two grandsons and JP Morgan liable for abusing their fiduciary duty and making fraudulent misrepresentations. They also found the bank and Evan Schottenstein liable for elder abuse. It ordered JP Morgan and the grandsons to pay Beverley $19 million between them.In this episode, I interview Cathy Schottenstein Pattap, one of Beverly Schottenstein's granddaughters who took Beverly's concerns seriously and testified on her behalf.Here's what you'll discover in this episode:The Schottenstein family history of hard work, wealth, and the American dream.95 year old, Beverley Schottenstein's betrayal by her son, Bobby, and grandsons Evan and Avi, and the court case that found them and JP Morgan guilty of elder financial abuse.Ways in which ageism and sexism played a role in Beverley Schottenstein's pursuit of justice.The difficult but important task of standing up for oneself in the face of abuse and exploitation.Click here to visit the show notes page to learn more.Are you a licensed therapist, psychiatrist, or neuropsychologist who specializes with older adults? Join me in building the ONLY geriatric mental health provider directory in the nation. For a limited time, you can claim your profile here for FREE with the code: foundingmemberFor Families: Click here to download the Mental Health & Memory Loss GuideHelp others find this show by subscribing and leaving a review wherever you listen to the podcast, or here on i-tunes.--DISCLAIMER: The material on this site is for informational and educational purposes only. Any comments Dr. Koepp may make on the TV Show, blog, or in response to an individual's story or comments should not be construed as establishing a psychologist-patient relationship between Dr. Koepp and the individual. None of Dr. Koepp's show, website, social media, comments, or group information should be considered a substitute for individualized medical or mental health assessment, diagnosis, or treatment. Dr. Koepp is only representing herself in her TV Show, blogs, and on her website.

John Schwartz - Retired FBI Agent, Army Veteran on a Mission to Combat Elder Financial Abuse John graduated from West Point in 1986 and served in the Army until 1995. He continued his service to his country of over three decades as a a Special Agent in the FBI. Upon retiring he had a desire to start combating elder financial abuse. It was a collaboration with his wife's uncle Jim's Gallagher in 2017 that began this journey. This passion has continued and he has now founded the Center for Combating Financial Abuse. Center for Combating Financial Abuse The Center for Combating Elder Financial Abuse was officially founded this year on, February 8, 2021. Its mission is to “lead the way in protecting the elderly and their families from predators who commit elder financial abuse.” Their unique approach focuses on the predator, their tactics, their perspective and helps identify them as a threat before they act. Elder abuse costs over $40 billion dollars a year and it's the centers hope reduce that by over half as they begin their work. Learn More Website: endefa.org LinkedIn: www.linkedin.com/in/jrs111222 Articles "Financial Elder Abuse Costs $3 Billion a Year.  Or Is It $36 Billion?" https://www.consumerreports.org/cro/consumer-protection/financial-elder-abuse-costs--3-billion-----or-is-it--30-billion-  Why Elder Financial Abuse Is Such A Slippery Crime https://www.forbes.com/sites/nextavenue/2015/02/13/why-elder-financial-abuse-is-such-a-slippery-crime/?sh=5a7a9e586f90 Netflix Movie:  “I Care a Lot” VeteranCrowd Partner Severn River Leadership Group:  We are a Veteran-owned small business committed to the development and success of military veterans, first responders, and our community. We invest in each with our time, talent, and treasure through small business investing, coaching, and consulting. About Your Host Bob Louthan is a VMI Graduate, Army veteran, and executive with over 25 years of experience in mergers, acquisitions and private capital formation. He founded the VeteranCrowd Network to bring veterans and veteran-led businesses together with each other and the resources they need to prosper.        

93-year old Beverley Schottenstein trusted her grandsons to handle her $80 million investment account at JP Morgan but learned later, both the brokerage and her grandsons had made millions cheating her. Find out how in Part 2.

In the inaugural episode of Commitment Matters, Mary catches up with Ruth Dilligham, Esq. NTP and owner of Dillingham Consulting LLC. You can reach Ruth by email at rdillingham@dillinghamconsultingllc.com - be sure to sign up for her newsletter! During their conversation, Mary and Ruth discuss:Now is the time to ensure you're a member of your state's LTA or Bar Association and confirm your ALTA membership is current. Here's a resource to help you spot the red flags of Elder Financial Abuse and information on guardianship in the Real Estate transaction.With the uptick in RON and RIN closings, due to the pandemic, it's important to follow legal challenges that arise. Make sure you keep an eye on ALTA's Digital Closings library to stay up to date.Ruth notes as bankruptcies rise, we face a possible economic downturn that will affect our industry. Read more about this and learn more about the electronic chip shortage for car manufacturing she also mentioned. Mary added concern for the K-shaped recovery graph, which you can explore further in this article. Working from home has increased concerns for proper handling of NPPI and other Best Practice policies. Still, many employees hope to continue working from home and many firms plan to continue remote work. Here's an interesting look at the Lenders view on the topic.Mary and Ruth touch on Economic Fairness in Lending.The New GSE Borrower Guidelines were discussed. Read more about that here and stay up to date with Fannie Mae and Freddie Mac here.There are proposed changes to the Capital Gains Tax Exemption. You'll want to be aware of what this means for cash buyers.If you'd like to contact the Commitment Matters podcast, email podcasts@ramquest.com. Don't forget to subscribe, rate, and review this podcast on Apple Podcast, Spotify, or wherever you listen to podcasts, or visit RamQuest.com/podcast to download the latest episode. Lastly, we love to see when and how you're listening. Share our posts, or create your own and tag them: #CommittmentMattersPodcast

Beverley Schottenstein is the matriarch of a billion dollar family empire. At age 93, she went into battle against one of the biggest banks in the world... and her own grandsons to teach them the lesson of their lives about much more than money.

https://evanslaw.com Elder Financial Abuse & Caretaker Fraud Palo Alto, Santa Clara County California Attorney Ingrid Evans is an experienced litigator with jury trials in state and federal courts and expertise in diverse areas of law including personal injury, elder financial abuse, representation of public entities in complex cases, whistle blower and consumer fraud/protection class actions. Licensed to practice law in New York, Washington D.C. and California and admitted in multiple federal courts. Board Certified Civil Trial Advocate and Civil Pretrial Practice Advocate by the National Board of Trial Advocacy, selected as a finalist for the 2009, 2012 and 2015 California Consumer Attorney of the Year Award, and named as one of the 2009 Rising Stars by Northern California Super Lawyers® and 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017 Northern California Super Lawyers® and Top Women Attorneys of Northern California 2012 Super Lawyers®, Women Leaders in the Law by the Recorder, Global Awards 2016 (Elder Law) and 2014, 2015, 2016, 2017 and Best Lawyers in America. http://www.theattorneypost.com/elder-financial-abuse-caretaker-fraud-with-california-attorney-ingrid-evans/ https://injuryattorneyleads.com https://hundredsofcustomers.com/rocket

What are some of the more common types of abuse? Where does one go for help if there has been financial elder abuse? Why is it so challenging to criminally prosecute these cases to a conviction? What kind of financial abuse cases do civil attorney typically take?

What are some of the more common types of abuse? Where does one go for help if there has been financial elder abuse? Why is it so challenging to criminally prosecute these cases to a conviction? What kind of financial abuse cases do civil attorney typically take? Tonight, YLR host Jeff Hayden, and tonight's co-host Josh Borger, welcome Deputy San Mateo County District Attorney Deshawn Madha a veteran prosecutor currently assigned to prosecute felony elder abuse cases, Mark Gilfix, Gilfix & La Poll Associates LLP., and, from California Advocates For Nursing Home Reform, Prescott Cole, Esq. to discuss these troubling cases. Questions for Jeff, Josh and their guests, call toll-free at (866) 798-8255.

Newly retired Deputy District Attorney Paul Greenwood was a lawyer in England for 13 years. After relocating to San Diego in 1991 he passed the California Bar and joined the DA’s office in 1993. For twenty two years Paul headed up the Elder Abuse Prosecution Unit at the San Diego DA’s Office. In 1999 California Lawyer magazine named Paul as one of their top 20 lawyers of the year in recognition of his pioneering efforts to pursue justice on behalf of senior citizens.He has prosecuted over 750 felony cases of both physical, sexual, emotional and financial elder abuse. He has also prosecuted ten murder cases, including one death penalty case.In March 2018 Paul retired from the San Diego DA’s office to concentrate on sharing lessons learned from his elder abuse prosecutions with a wider audience. In October 2018 he was given a lifetime achievement award by his former office.Paul now spends much of his post retirement time consulting on elder abuse cases and providing trainings to law enforcement and Adult Protective Services agencies across the country and internationally. He is also involved as the criminal justice board member of National Adult Protective Services Association.Follow Knowledgeable Aging:Facebook: https://www.facebook.com/Knowledgeable-Aging-102638398162823Twitter: https://twitter.com/KnowledgeAgingInstagram: https://www.instagram.com/knowledgeableaging/LinkedIn: https://www.linkedin.com/company/knowledgeable-aging/?viewAsMember=trueSpotify: https://open.spotify.com/show/05OHF9FkmhzCO5PDsyGfGqNewsletter: https://www.knowledgeableaging.com/newsletter/

Financial exploitation is considered a form of elder mistreatment; the person abuses the trust of the senior and abuses or misleads the older adult into a scam. Listen to our newest episode as Dr. Peter explains what financial exploitation is for seniors.Meet Dr. Peter LichtenbergPeter A. Lichtenberg, Ph.D., ABPP is the Director of The Institute of Gerontology and the Merrill Palmer Skillman Institute. He is also a Professor of Psychology at Wayne State University. He received his bachelor’s degree from Washington University in St. Louis, and his master’s and doctorate in Clinical Psychology from Purdue University. After his internship he completed a post-doctoral fellowship in geriatric neuropsychology at the University of Virginia Medical School where he also became a faculty member. A clinician and researcher throughout his career Dr. Lichtenberg, one of the first board certified Clinical Geropsychologists in the nation, has made contributions to the practice of psychology across a variety of areas including in Alzheimer’s disease, medical rehabilitation and with those suffering from late life depression. He is particularly interested in the area of intersection between financial capacity and financial exploitation; finding ways to balance autonomy and protection for older adults. His work in this area led him to be a contributor to the 2008 Assessment of Diminished Capacity of Older Adults: A Handbook for Psychologists published jointly by the American Bar and American Psychological Associations. In 2013 he published the first nationally representative study on predictors of older adult scam victims. In 2015 he published the Lichtenberg Financial Decision Making Rating Scale, and the Lichtenberg Financial Decision Screening Scale, and has contributed several empirical studies on the scales since then. These tools can be used to assess major financial decisions and/or transactions of older adults. He has authored 7 books and over 190 scientific articles in Geropsychology including being the senior editor for the American Psychological Association’s Handbook of Clinical Geropsychology.Resources:Email: p.lichtenberg@wayne.eduWebsite: https://olderadultnestegg.comFacebook: https://www.facebook.com/iog.wayne/Twitter: https://twitter.com/IOGWSULinkedIn: https://www.linkedin.com/in/peter-lichtenberg-0aaa932/

Host: Jim Shoemaker Guests Paul Malley, Ted Minor, Rob Clement

The last episode in our series, Breaking Money Silence® on Longevity, focuses on elder financial abuse and fraud. Between $2.9 Billion to $36.5 Billion is lost due to the abuse of seniors and 60% of the perpetrators are members of the victim’s family. Listen in as Hayden McCoy, CFP®, Founder of Synergy Wealthcare Solutions, shares her personal story and how this experience led to a career in fighting financial crimes as a financial planner. She shares data regarding the financial and human cost of these crimes, the psychology of the fraudster, and most importantly, how to talk to a loved one about this issue when you are concerned.   This episode is sponsored by AgeUp. Did you know that one in three 65-year-olds live into their 90’s, but few can afford it? AgeUp provides supplemental income to help fill in the financial gaps that come with a long life. To find out more, visit Age-Up.com.     Show Notes: Finding a trustworthy advisor: SEC Broker Check website https://www.sec.gov/investor/brokers.htm CFP Board Verification: https://www.cfp.net/verify-a-cfp-professional Resources about elder fraud: Hayden McCoy’s website: www.synergywealthcaresolutions.com* SEC Broker Check website: https://www.sec.gov/investor/brokers.htm Department of Justice: https://www.justice.gov/elderjustice Consumer Protection Bureau: https://www.consumerfinance.gov/ American Association of Retired Persons (AARP): https://www.aarp.org/money/ The Perfect Scam Podcast: https://www.aarp.org/podcasts/the-perfect-scam/ Elder Fraud Prevention Handout - Advisors (click here to download) Elder Fraud Prevention Handout - Seniors (click here to download) Our Guest's Bio: Hayden McCoy believes you don’t need a cape to be a crime-fighter. Her heart’s mission is combating financial crime, especially elder fraud. For over a decade, Hayden worked in Europe as a controller and consultant, specializing in fraud and financial crime. In 2016, she left the corporate grind to help her mother manage her post-divorce life and finances. Little did Hayden realize this decision would shape a career in financial planning, and a passion for combating elder fraud. Hayden holds degrees in economic finance and forensic accounting. She is a Certified Financial Planner®, Certified Fraud Examiner, Certified Anti-Money Laundering Specialist, Enrolled Agent, and Certified Tax Coach. She runs her Texas-based advisory firm and works as a part-time CFO from Prague, Czech Republic. Be sure to sign up for the Breaking Money Silence® podcast and not miss an episode!  *Note: Hayden's website is being updated. You can e-mail her directly at Hayden@wealthcareforlife.net until it is fully operational.

Host:  Jim Shoemaker  Guests:  Seth Gasick, David Rochester and Rob Clement

TONIGHT'S PROGRAM LOOKS AT THE SCHEME THAT PROTECTS SENIORS, FROM A WHOLE LITANY OF FINANCIAL ABUSE AND MISCONDUCT, FROM THE PERSPECTIVE OF AN ESTATE PLANNER AND A CIVIL LITIGATOR WHO PURSUES CIVIL REMEDIES. HOW TO PREVENT SUCH ABUSE, HOW TO SPOT IT WHEN IT'S OCCURRED, AND WHAT TO DO ABOUT IT. YLR HOST JEFF HAYDEN IS JOINED BY ATTORNEYS KENNETH HOROWITZ OF SAN MATEO AND JOSHUA BORGER OF SAN JOSE. QUESTIONS FOR JEFF AND HIS GUEST? CALL (866) 798-8255.

TONIGHT'S PROGRAM LOOKS AT THE SCHEME THAT PROTECTS SENIORS, FROM A WHOLE LITANY OF FINANCIAL ABUSE AND MISCONDUCT, FROM THE PERSPECTIVE OF AN ESTATE PLANNER AND A CIVIL LITIGATOR WHO PURSUES CIVIL REMEDIES. HOW TO PREVENT SUCH ABUSE, HOW TO SPOT IT WHEN IT'S OCCURRED, AND WHAT TO DO ABOUT IT. YLR HOST JEFF HAYDEN IS JOINED BY ATTORNEYS KENNETH HOROWITZ OF SAN MATEO AND JOSHUA BORGER OF SAN JOSE. QUESTIONS FOR JEFF AND HIS GUEST? CALL (866) 798-8255.

Host Letitia Berbaum was joined in the virtual studio Matthew Stein, ESQ – a Probate Litigation Attorney and Owner of Law & Stein, LLP. Matthew represents those entangled in probate litigation, including trust contests, will contests, breaches of fiduciary obligations, allegations of trustee wrongdoing and claims of elder abuse. His work includes consulting with individuals to provide advice on strategic planning and positioning before litigation becomes necessary. In this episode Matthew and Letitia discuss the sensitive topic of elder abuse and what can be done to protect all parties. An experienced trial lawyer and skillful negotiator, Matthew is a tenacious adversary who consistently obtains significant results for his clients regardless of the challenges presented. In this episode learn:- The financial complications associated with elder abuse- Why having proper legal agreements is so important to protect ailing parents- How Law and Stein LLP serve their clients from both a litigation and estate planning perspective When asked what his ultimate lesson learned has been, Matthew shares, “empathy is critical in helping guide our clients who, more often than not, have a deep emotional connection to the situation.” Learn more about Law & Stein, LLP by visiting: https://lawandsteinllp.com/ The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher. Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com. Learn more about Bart by visiting www.BartZandbergen.com

Host Letitia Berbaum was joined in the virtual studio Matthew Stein, ESQ – a Probate Litigation Attorney and Owner of Law & Stein, LLP. Matthew represents those entangled in probate litigation, including trust contests, will contests, breaches of fiduciary obligations, allegations of trustee wrongdoing and claims of elder abuse. His work includes consulting with individuals to provide advice on strategic planning and positioning before litigation becomes necessary. In this episode Matthew and Letitia discuss the sensitive topic of elder abuse and what can be done to protect all parties. An experienced trial lawyer and skillful negotiator, Matthew is a tenacious adversary who consistently obtains significant results for his clients regardless of the challenges presented. In this episode learn: - The financial complications associated with elder abuse - Why having proper legal agreements is so important to protect ailing parents - How Law and Stein LLP serve their clients from both a litigation and estate planning perspective When asked what his ultimate lesson learned has been, Matthew shares, “empathy is critical in helping guide our clients who, more often than not, have a deep emotional connection to the situation.” Learn more about Law & Stein, LLP by visiting: https://lawandsteinllp.com/ The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher. Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com. Learn more about Bart by visiting www.BartZandbergen.com

SPEAKERS Ian Clark Devine Founder and President, Huguette Clark Foundation, a Public Foundation to Fight Elder Financial Exploitation In Conversation with Dr. Gloria Duffy President and CEO, The Commonwealth Club In response to the Coronavirus COVID-19 outbreak, this program took place and was recorded live via video conference, for an online audience only, and was live-streamed from The Commonwealth Club of California in San Francisco on June 17th, 2020.

The exploitation of their Aunt Huguette by her professional advisors and caregivers horrified the Clark family. By the time she passed away in 2011 at age 104, Huguette's attorney, accountant and medical caretakers had manipulated her out of nearly $40 million. The 2013 book, Empty Mansions, told some of the story. Determined to bring good from a terrible situation, the Clark family resolved to protect vulnerable elders across the country. In 2018, multiple generations of the Clark family—descendants of Huguette's father, Senator William A. Clark—established the Huguette Clark Foundation to protect vulnerable seniors and hold accountable those who abuse them. Ian Clark Devine is a long-time leader in nonprofit and foundation management. He is a great-grand-nephew of the late Huguette Clark, whose financial exploitation sparked his interest in the protection of elders. Elder abuse affects millions of people across all socioeconomic levels. Isolation, mental illness and dementia exacerbate the problem by making elders even more susceptible to those who would exploit them. With some 10,000 Americans reaching age 65 every day and life expectancies lengthening, elder abuse is a societal concern that could be on the rise for decades. Recognizing this concern, the United Nations has designated June 15 as World Elder Abuse Awareness Day. What are the signs of elder abuse? What can be done to stop it? How are legal protections, established in California more than a decade ago, performing to protect seniors and their assets? Join an important conversation about what we can do to protect some of the most vulnerable members of our society Learn more about your ad choices. Visit megaphone.fm/adchoices

Host:  Jim Shoemaker  Guest:  Scott Jordan 

“Change is going to happen from the top down, not waiting for a bad agent to get turned in to adult protective services, to then get prosecuted -that is not how change is going to happen. It’s really going to happen when the companies themselves start looking at those trends and the data and reining people in, that’s absolutely how it’s going to happen” - Shawna ReevesIn this episode of GET READY!, I spoke with Shawna Reeves who is the Director of Elder Abuse Prevention at the Institute on Aging. Shawna and I discussed best practices that insurance agents can implement to help reduce elder financial abuse. We also covered how older adults (and their families) can keep them from being the victims of financial abuse.Please subscribe to the GET READY! With Tony Steuer podcast. Bio: Shawna Reeves is currently the Director of Elder Abuse Prevention at the Institute on Aging. Shawna has worked as a consumer advocate for twenty years. Her role includes creating an innovative and coordinated community response to elder abuse in Northern California, running San Francisco’s Elder Abuse Forensic Center and Multidisciplinary teams along with training professionals and the public on elder abuse prevention, response, and laws, presenting at state and national conferences on elder abuse trends and interventions, educating lawmakers and provide policy recommendations related to elder consumer protection. Shawna has received numerous awards for her work and leadership including the Aging Innovation Award, Aging Achievement Award, Service Recognition Award and was honored with a resolution recognizing her contributions to the field of elder justice by the Commission on the Status of Women.

This week, Leah talks with Kara Vincent, an attorney and shareholder at Barber and Bartz, about the complexities of fraud against senior citizens. Contact Kara:Website: https://www.barberbartz.com/ Email: kvincent@barberbartz.com Phone: (918) 599-7755 Linkedin: Kara Vincent   Subscribe to Workman Forensics: http://bit.ly/2Qrna20 LIKE us on Facebook: http://bit.ly/2K73yiN FOLLOW us on Twitter: http://bit.ly/2WoRQ9N FOLLOW us on Instagram: http://bit.ly/2W9rf0Z FOLLOW us on LinkedIn: http://bit.ly/2I3iH1X Check us out at www.workmanforensics.com

Welcome to Know the Rules of the Game for Elder Financial Abuse Podcast with your host, Desiree Patno joined by her guest Philip C. Marshall founder of Beyond Brooke helping the greater cause of elder justice through advocacy, training, select projects, and fostering multi-disciplinary partnerships.

Kristen Lewis/The Bowden Law Firm Kristen Lewis is nationally recognized for her proficiency in Special Needs Trust planning for persons challenged by disabilities. She currently practices with The Bowden Law Firm, LLC in Atlanta, GA, a boutique estate planning firm which she co-founded in 2020. She is a Fellow of the American College of Trust […] The post How Can We Stop the Financial Abuse of Our Seniors? appeared first on Business RadioX ®.

Millions of seniors are impacted by elder financial abuse every year. Find out how can you protect your loved ones.

Guest Bridgette Wiggins, Director of the Attorney General’s Consumer Protection DivisionEveryone needs to protect their financial interests. Seniors might need a little help. We learn warning signs of Senior Financial Abuse and types of scams that are going round. Scams on the Office of the Mississippi Attorney General's website: http://www.ago.state.ms.us/victims/scams/https://www.napsa-now.org/get-informed/exploitation-resources/http://www.ago.state.ms.us/wp-content/uploads/2014/04/seniorfinancialabusehandbook1.pdfhttp://www.ago.state.ms.us/wp-content/uploads/2013/08/seniorfinancialabuseguide.pdfATTORNEY GENERAL JIM HOOD WARNS MISSISSIPPIANS OF A RECENT SPOOFING SCAMNovember 20, 2015Attorney General Jim Hood is warning Mississippians today of a phone scam that challenges even the savviest consumer. “Scammers realize that consumers are much wiser and more likely to reject calls from unfamiliar numbers,” said Attorney General Jim Hood. “They use caller ID spoofing technology to impersonate a known or trusted phone number to trick potential victims into answering the phone.”Here is how the scam works. The phone rings, and we recognize the number on the Caller ID. The caller id shows that it is a local business, a neighbor down the street, or even the consumer’s own name and number. Because the number is known or familiar, the consumer answers the phone.“Unfortunately, technology has evolved, and we can no longer fully trust that the number displayed is the number that is actually calling us,” said Attorney General Hood. “Our advice has always been to answer only those calls from known numbers, but that won’t work when the caller identification has been spoofed, or is displaying incorrect information.”Mississippi joined other states in 2010 to enact the Caller ID Anti-Spoofing Act (2010 Miss. H.B. 872) to regulate and prohibit caller ID spoofing. However, the Fifth Circuit Court of Appeals found that the scammers had a first amendment right to spoof phone numbers and upheld the legality of “non-harmful spoofing” in 2012 when it overturned the state law.The Attorney General’s Office offers the following information and tips to follow on these types of scams:DO NOT answer the phone for a call that shows it is from your own number. That is a sure sign of a scam.REMEMBER THAT THE CALLER ID CAN BE MANIPULATED. Don’t completely rely on what appears on the screen. Scammers use technology that lets them display any number or organization’s name on your screen.HANG UP as soon as you realize the call is a scam. Even answering simple questions in the affirmative or negative could be used to try to scam you.BE SUSPICIOUS of anyone who is vague in identifying themselves on the phone.NEVER WIRE OR SEND MONEY in any form to persons or organizations you do not know.DON’T CALL THEM BACK. If you receive a voice mail message, do not call the scammer back.GUARD YOUR PERSONAL INFORMATION. Do not provide bank account, credit card or Social Security numbers to anyone calling you over the phone. Giving out personal information out could cause you to become a victim of identity theft.DON’T BE INTIMIDATED BY THREATS OF ARREST. Scammers may try to intimidate you by threatening to bring in local police or other law-enforcement groups to have you arrested. Don’t believe them. If your physical safety is threatened in any form or fashion, be sure to report this to local authorities.For more educational information on this and other scams, please visit the Consumer section of the Attorney General’s website www.agjimhood.com. Anyone who suspects they have been a victim of a scam should call the Consumer Protection Division of the Attorney General’s Office for further assistance and guidance at 1-800-281-4418.Article about call blocking phone apps: https://famisafe.wondershare.com/blocker/best-free-call-blocker-app-for-android.html See acast.com/privacy for privacy and opt-out information.

Educate Yourself: Whether you are an advisor or a consumer, take advantage of available resources - Neil GrangerIn this episode of GET READY!, I spoke with Neil Granger who specializes in the identification and prevention of elder financial abuse. Neil and I discussed best practices for insurance agents, common fraud techniques and elder financial abuse legislation. Neil shared his experiences in working with attorneys, regulators and law enforcement on elder financial abuse prevention and enforcement.CONNECT WITH Neil Granger:LinkedIn - Neil Granger: https://www.linkedin.com/in/neil-grangerWebsite - elderinsuranceabuse.comResources: California Advocates for Nursing Home Reform: canhr.org (much more than nursing homes)California Department of Insurance: insurance.ca.govFinancial Regulatory Links: tonysteuer.com

Educate Yourself: Whether you are an advisor or a consumer, take advantage of available resources - Neil GrangerIn this episode of GET READY!, I spoke with Neil Granger who specializes in the identification and prevention of elder financial abuse. Neil and I discussed best practices for insurance agents, common fraud techniques and elder financial abuse legislation. Neil shared his experiences in working with attorneys, regulators and law enforcement on elder financial abuse prevention and enforcement.CONNECT WITH Neil Granger:LinkedIn - Neil Granger: https://www.linkedin.com/in/neil-grangerWebsite - https://www.elderinsuranceabuse.com Resources: California Advocates for Nursing Home Reform: https://www.canhr.org (much more than nursing homes)California Department of Insurance: https://www.insurance.ca.gov Financial Regulatory Links: https://www.tonysteuer.com

Elder financial abuse is a growing problem that many Americans fear could negatively impact their ability to live long, financially secure lives. Michele Kryger, Elder and Vulnerable Client Care Office for AIG, discusses the common scams targeting seniors, potential warning signs of financial exploitation, and how family members and financial professionals can help prevent elder financial abuse.

Elder Financial Abuse And The Bucket Approach To Retirement Income

In this week's edition, Jon discusses the topic of elder financial abuse & scamming...what to watch out for and how to prevent it. Jon also talks about the popular topic of using the bucket approach with your retirement money.

Guests:  Rob Clement and Ryan Ealy  Host:  Jim Shoemaker

Guests:  Rob Clement and Scott Jordan  Host:  Jim Shoemaker

Great Labor Day weekend show! In the first hour, Chris welcomes Bob Mauterstock, CFP, ChFC-Owner & Founder of the Gift of Communication & Plan4Life, LLC, author & accomplished speaker in the studio.  He discusses the Metlife Study of Elder Financial Abuse, the "costs" to the economy, which seniors are targeted, including the three types of crimes committed. Bob also shares some of his personal examples of elder abuse, helpful hints in prevention, & information on the Senior Safe Act of 2017. www.plan4lifenow.com. Scott Liebkemann calls in with the Slade Mortgage minute. 

Paul Gentile, President and CEO of the Cooperative Credit Union Association outlines a program to alert senior citizens to financial abuses. #WPRO https://bettervaluesbetterbanking.com/

Paul Gentile, President and CEO of the Cooperative Credit Union Association outlines a program to alert senior citizens to financial abuses. #WPRO https://bettervaluesbetterbanking.com/

As the tradition of the close-knit family generation vanishes in America an epidemic of elder financial abuse is sweeping the country. ACTEC Fellows discuss this complicated topic in this podcast. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients.

This week host John Voket visits with a spokesperson from AARP on location at an AARP Fraud Watch seminar to discuss the important components of this free program. Then we'll hear about all the awesome happenings going on throughout the spring and summer at various Connecticut Landmarks historic properties and museums. And we'll close talking with a financial fraud expert from Wells Fargo Advisors, who will remind us all about how we can better protect our loved ones from elder financial abuse.

Think you're too smart to be conned? Scams and financial abuse for over 50s are on the rise. Maybe it’s because there are so many more of us around to scam. Attorney Michael Hackard wrote the book Wolf at the Door: Undue Influence and Elder Financial Abuse and he talks  about how to figure out when someone is financially abusing a loved one, and how to avoid getting scammed ourselves.   

Mariam Passmore speaks about a report she co-authored on elder financial abuse.

July 22, 2017 The post Paul Hynes and Phil Lindsley Discuss Elder Financial Abuse and Related Matters appeared first on It's Your Money and Your Life Radio Show.

Aired: 7/22/2017 12 AM::

Richard Eisenberg is on this episode to help us bring light to the dark reality of elder financial abuse. Nearly 1 in 20 seniors become victims of financial mistreatment or abuse, often left unnoticed and unresolved. Between con-artists and (sadly) family members who drain the savings of elderly people, around three billion dollars are stolen from seniors each year. Knowing how to protect the elderly people in your life from financial ruin is extremely important and timely - Elder Abuse Awareness Day just passed on June 15th. Listen in for some valuable tips and ideas to help you help the ones you love and spread awareness to your friends. You can find show notes and more information by clicking here: http://bit.ly/2sJkDqs

Elder Financial Abuse in America... 5 Common 401(k) Mistakes...

Secretary Robin Weissman, Secretary of the Department of Banking and Securities talks about Elder Financial Abuse, investing, and other issues on WSBA

With Guest: Tenney Lantz With Special Guest: DA Thomas M Quinn III

Elder Financial Abuse.  It is a dirty, disgusting term that makes most normal folks cringe at the thought of such a thing.  The sad fact is, it is out there...in your community...maybe in your own family...in so many forms and in so many paces, many consider it an epidemic.  Go figure that. This week, I am privileged to have Barbara-Anne Foley, Executive Director of the Harwich Council on Aging, as my special guest to help address this subject.  In addition to her many duties in this important role, she has been able to leverage her experience with thousands of seniors and the stories they have told about financial abuse, by working with in partnership with the Harwich Police Department, trying to warn seniors about these frauds and scams. For those of you who do not know her, Barbara-Anne began her career in mental health and career counseling in Braintree, MA.  She also worked in an adult day care center and a nursing center on Cape Cod before landing her dream job with the Harwich Council on Aging in 1999.  She can be reached there at (508) 430-7550. She has developed a primary focus on Alzheimer's disease and hoarding, both population of which are growing in leaps and bounds. In 2006, when her own father lost his 10 year battle to Alzheimer's disease, she and her family started the "Remembery Walk ---Dave Birtwell Memorial", raising over $150,000 to date for Alzheimer's patients and their families. This show will hopefully help you understand: How to recognize elder financial abuseThe different types of financial abuseHow to uncover it in your own familyWhat to do about it once you do discover it This is an important show.  Please tune in and tell as many people as you can to do so as well.  

Kathryn interviews Oprah's “Phenomenal Man” and New York Times bestselling author Ron Clark on his book “Move Your Bus: An Extraordinary New Approach to Accelerating Success in Work and Life”. Imagine a company as a bus filled with people who either help or hinder the team's ability to move it forward. As the boss it is the driver's job to steer the organization, encourage the workers to keep the 'bus' moving, and sometimes kick off those who aren't pulling their weight. Clark brings his leadership principles from the classroom to the boardroom to show readers how to “Move Your Bus”. Kathryn also interviews Liz Loewy, former Chief of the Elder Abuse Unit in the Manhattan District Attorney's Office. Billions of dollars in life savings are lost each year due to the financial exploitation of older adults. Loewy shares 10 tips for preventing elder financial abuse and reveals the impact it can have on the emotional well-being of aging loved ones.

Kathryn interviews Oprah's “Phenomenal Man” and New York Times bestselling author Ron Clark on his book “Move Your Bus: An Extraordinary New Approach to Accelerating Success in Work and Life”. Imagine a company as a bus filled with people who either help or hinder the team's ability to move it forward. As the boss it is the driver's job to steer the organization, encourage the workers to keep the 'bus' moving, and sometimes kick off those who aren't pulling their weight. Clark brings his leadership principles from the classroom to the boardroom to show readers how to “Move Your Bus”. Kathryn also interviews Liz Loewy, former Chief of the Elder Abuse Unit in the Manhattan District Attorney's Office. Billions of dollars in life savings are lost each year due to the financial exploitation of older adults. Loewy shares 10 tips for preventing elder financial abuse and reveals the impact it can have on the emotional well-being of aging loved ones.

With Guest: Tenney Lantz With Special Guest: Jennifer Dias-Rezendes