Archive for Elder Financial Abuse, Exploitation and Fraud

Protecting Your Clients From Financial Abuse

By Bob Mauterstock, CFP®, ChFC, and CLTC, Eldercare Expert, Speaker, Author, Facilitator Who is exploiting our seniors? A study was done a few years ago by the MetLife Institute. They determined that elders lost $2.9 billion a year through financial exploitation, and that number is increasing every day. Strangers do fifty-one percent of the exploitation. […]

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Posted in: Elder Financial Abuse, Exploitation and Fraud, PROTECT the Plan from Retirement Risks

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Protecting Your Clients from Financial Elder Fraud

By  David M. Kessler, Elder Fraud Expert, Protecting the Elderly  Editor’s note: This presentation was delivered in live webinar format in 2015. David’s comments have been edited for clarity and length. You can view a YouTube brief of the original presentation here. You may also choose to take the full length course to earn 1 CRC®, […]

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Posted in: Elder Financial Abuse, Exploitation and Fraud, PROTECT the Plan from Retirement Risks

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