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Protecting Your Clients from Financial Elder Fraud - David Kessler

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Financial crimes against the elderly are highly under-reported throughout the United States.


Overall Rating:   4.3 / 5

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Retail:  $29.00      
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           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Presenter:
David M. Kessler, Protecting the Elderly David M. Kessler, Elder Fraud Expert, Protecting the Elderly        

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About this course:

David Kessler speaks throughout the country about the escalating problem of exploitation of the elderly.Too often, incidents of stealing from an elderly victim are misdiagnosed as a "family matter," or a civil court issue. Exploiting our elderly out of their lifelong savings and property is far more than stealing material items, it goes deeper. It is the THEFT OF THEIR DIGNITY.

 

Retirement professionals need to understand the symptoms of financial elder abuse and what can be done to protect the elderly from crimes of fraud. David Kessler’s presentation will allow the audience to hear from victims and how these crimes have impacted their lives, as well as from the predators about how they located and exploited America’s senior citizens.

 

In this session you will learn how:

  1. RED FLAG warning signs are almost always present but overlooked by the family, friends, and business associates of the elderly victim

  2. To handle the problem once it is exposed and where to go for assistance

  3. Undue influence and deception are always present when committing financial elder abuse

  4. Being proactive on this problem is the greatest form of protecting our elderly loved ones or serving our elderly clients.

David Kessler speaks throughout the country about the escalating problem of exploitation of the elderly.Your instructor for this course is:

David M. Kessler, Elder Fraud Expert, Protecting the Elderly. David was recruited by the Ohio Attorney General in 1999 to serve as Chief Investigator of the Attorney General's Consumer Protection Unit. Within this role, David's primary focus became the protection of senior citizens against those who would prey upon them. As a keynote speaker and trainer on the topic of exploitation of the elderly, David addresses all facets of these crimes, including Undue influence, Sweetheart Swindles, Power of Attorney Thefts, and Home Improvement Scams.

 

Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research

 

Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.

 

View a brief YouTube clip of this and other courses:
David Kessler - Protecting Your Clients from Financial Elder Fraud  - YouTube clip
Visit Retirement Insight & Trends for articles by leading industry experts:
David Kessler - Protecting Your Clients from Financial Elder Fraud  - Retirement InSight and Trends article

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied with these courses, see our refund policy.

Specifications: 60 minute elearning course
SKU: 03IRRCElderAbuseElearn15

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