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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