Protecting Your Clients from Financial Elder Fraud

Protecting Your Clients from Financial Elder Fraud

Protecting Your Clients from Financial Elder Fraud - David Kessler

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View a short clip of this presentation on YouTube.

Protecting Your Clients from Financial Elder Fraud - David Kessler
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 "Protecting Your Clients from Financial Elder Fraud" by David Kessler, 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.

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


Meet David M. Kessler, Elder Fraud Expert

Retirement planning experience

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.

Invest in Your Retirement Expertise.

1 hr CFP®, CRC®, and other CE Credit Reporting

We are a CE Quality Partner of the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).

We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.

Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.

CFP BOARD - CE Quality Partner - Retirement Resource Center

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