Combating the Financial Abuse of Seniors
11/01/2011Karen Treiger will speak November 30 on Combating the Financial Abuse of Seniors at the Washington Athletic Club.
What You’ll Learn:
• Incidence of vulnerable adult abuse in Washington State
• Warning signs of cognitive impairment and vulnerability
• How to overcome seniors’ resistance to help
• Indications of financial exploitation
• Profiles of victims and predators and a primer on common scams
• How to protect yourself and your clients from financial exploitation
• How to perform background checks
• Proactive legal planning tools
• Legal remedies when financial exploitation has already occurred
• How to report financial exploitation
• Valuable resources in the fight against financial abuse
Wednesday, November 30, 2011
9:00 a.m. to 12 noon
Complimentary breakfast will be served.
Washington Athletic Club – Lobby Lounge Room
1325 Sixth Avenue
Seattle, WA 98111
Please call 1-888-443-6799 or email email@example.com to reserve your space no later than Monday, November 28th.
Continuing Education Credits: The Certified Financial Planner Board of Standards has approved this course for 3 credits. An application is pending with the Washington State Board of Continuing Legal Education.
America’s aging population has unfortunately been accompanied by an alarming increase in crimes against vulnerable adults. Washington State’s Adult Protective Services (APS) program received 15,059 reports of abuse, abandonment and financial exploitation in 2010 alone, with financial exploitation representing more complaints than any other kind of mistreatment. Financial exploitation encompasses many acts including theft; getting an older person to sign a deed, will or power of attorney through deception, coercion or undue influence; the use of deception, false pretense or dishonest acts for financial gain; and direct marketing scams.
This program is intended to help you learn how to protect the financial integrity of your clients and the legacies they intend to leave for their families and charitable organizations from being compromised by fraud, undue influence and crime. It features a panel of professionals from the legal, law enforcement, financial planning and elder care backgrounds who will educate you on several important issues relating to elder financial abuse.
Kristi Anderson, Attorney, Anderson Law
Marla Beck, President, Andelcare Care Services
Jim Carney, CFP, Vice President, Bernstein Global Wealth Management
Jim Sawyer, Director of Security Services, Seattle Children’s
Detective Pamela St. John, Seattle Police Department, Elder Abuse Unit
Karen Treiger, Attorney, Thompson and Howle
Rose Winquist, President & Private Investigator, Winquist Investigations