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Elder Financial Exploitation - Webinar

Elder Financial Exploitation - Webinar

by Deb Rondeau -
Number of replies: 0

Center for Financial Training
Webinar - Live and Recorded Options Available

Elder Financial Exploitation

Wednesday, May 16, 2019
2:30 PM - 4:00 PM (Eastern Time)

 

CFT Webinars are purely educational. Instructors are not permitted to sell any products or services during the presentation.

One of the saddest and most disturbing crimes is watching our elderly suffer from financial exploitation. It could be a romantic scam, check scam, problem with a caregiver, unusual transactions of the customer’s account and it is costing your customer his or her life savings. What can you do? What is the response? During this program, we will look at the problem of elder abuse and see what our role can be in protecting our elderly.

Highlights:

  • How our elderly get compromised with online banking and debit cards
  • Romantic scams against our elder customers
  • Caregiver issues and problems
  • Detecting usual transactions for our elderly
  • Should and should nots for conservators, representative payees and trustees
  • Misuse of Powers of Attorneys
  • Red Flags for elder exploitations
  • Responses to financial exploitation

Who Should Attend?:

Training, branch staff, branch managers, branch operations, BSA, security, call centers and lenders. Please forward email to appropriate person(s).

Instructor:

Deborah Crawford is the President of Gettechnical Inc., a Virginia based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor's and master's degrees from Louisiana State University. She has 30+ years of combined teaching and banking experience.Deborah Crawford is the President of Gettechnical Inc., a Virginia based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor's and master's degrees from Louisiana State University. She has 30+ years of combined teaching and banking experience.

What Is A Webinar?:

A webinar combines the clarity of an audio teleconference with the interactivity and visual presentation of the internet. All you need to participate is a telephone and an internet connection. Even if you don't have an internet connection, you can still participate in the audio session. Listening to the program over the telephone and following the written materials is an effective alternative!

Unable To Attend?:

No problem. You can purchase a recording of the webinar for future use. You can choose from either an On-Demand Web Link (Good for 6 months from the webinar date, unlimited use) or a CD-ROM (includes a paper copy of the PowerPoint slides).

Viewing Options (all options include applicable handouts):

All options include applicable handouts. You can choose to pay by credit card or be billed. Additional Live Webinar connections are $75 each.

Option 1: Live Webinar and 7 Days OnDemand Video Playback - $265

Option 2: OnDemand Video (six months access) - $295

Option 3: Live and 6 Months of OnDemand Video - $365

Option 4: CD-ROM Video (Includes OnDemand Video) - $345

Option 5: Entire Package (all of the above) - $395

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Recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

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Questions?

Please contact Scott Briggs at
800-795-5242 X1180 or scott@cfteducation.org

 

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