Protecting Your Clients from Financial Elder Fraud – David Kessler – Learn more


Protecting Your Clients from Financial Elder Fraud - David Kessler

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

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 on Protecting Your Clients from Financial Elder Fraud you will learn how:

Protecting Your Clients from Financial Elder Fraud - David Kessler

Protecting Your Clients from Financial Elder Fraud – David Kessler

  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.

Retirement Resource Center You Tube ChannelThe Retirement Resource Center YouTube channel features short clips of presentations by many of our speakers. Please visit Retirement Resource Center YouTube channel to view a short clip of this presentation.


Overall Rating: 4.3 / 5

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This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.


Your presenter is David M. Kessler, Elder Fraud Expert, Protecting the Elderly.


David Kessler - Elder Fraud Expert

David Kessler – Elder Fraud Expert

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.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center


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