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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:

  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.

Your presenter is David Kessler, Elder Fraud Expert, Protecting the Elderly. 

David Kessler - Elder Fraud ExpertDavid 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.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

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

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 certifications for CE credit.

Protecting Your Clients from Financial Elder Fraud - David Kessler

Overall Rating: 4.3 / 5

The $29 fee is waived for all 90 Days – $99 and 365 Days – $199 subscriptions. Subscribers have ALL ACCESS to this and 60+ other live, rebroadcast, and on-demand courses at no extra fee!

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Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.


Protecting Your Clients from Financial Elder Fraud - David Kessler


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