Elder Exploitation: Prevention Tips, Tools & Internal Controls

Learn how to recognize red flags, identify scams targeting older adults, strengthen internal controls, and spot suspicious activity before exploitation causes devastating financial harm.

Elder financial exploitation (EFE) — the illegal or improper use of an older adult’s funds, property, or assets — is a growing threat with devastating consequences. The impact extends far beyond the individual, affecting families, communities, and the financial institutions entrusted with protecting their account holders. This session will go beyond the basics of EFE to equip you to spot red flags, recognize common scams specifically designed to target older adults, and monitor for suspicious activity that may require reporting. It will also explore the connection between cognitive decline and vulnerability to exploitation to help you better understand the “why” behind the risk.

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.