Archive for Elder Financial Abuse, Exploitation and Fraud

Protecting Seniors from Identity Theft and Scams

By Steve Weisman, JD, Professor, Bentley University, Editor, scamicide.com Things are not as bad as you think. They are worse. A congressional study showed that seniors are 12 percent of the population but 30 percent of the scam victims. A MetLife Mature Market Institute study showed that the cost is about $3 billion annually. The […]

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Posted in: Elder Financial Abuse, Exploitation and Fraud, PROTECT the Plan from Retirement Risks

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Age Wave: Meeting the Elder Planning Needs of Today’s Retiree

By Bob Mauterstock, CFP®, ChFC, and CLTC, Eldercare Expert, Speaker, Author, Facilitator Most of us are not aware of the changing dynamics within our country. The fastest-growing age group in this country is the people over the age of 85. Many retirees could live 30 or more years in retirement, and they may live as […]

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Posted in: Elder Financial Abuse, Exploitation and Fraud, PROTECT the Plan from Retirement Risks

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Protecting Your Clients From Financial Abuse

By Bob Mauterstock, CFP®, ChFC, and CLTC, Eldercare Expert, Speaker, Author, Facilitator Who is exploiting our seniors? A study was done a few years ago by the MetLife Institute. They determined that elders lost $2.9 billion a year through financial exploitation, and that number is increasing every day. Strangers do fifty-one percent of the exploitation. […]

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Posted in: Elder Financial Abuse, Exploitation and Fraud, PROTECT the Plan from Retirement Risks

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Protecting Your Clients from Financial Elder Fraud

By  David M. Kessler, Elder Fraud Expert, Protecting the Elderly  Editor’s note: This presentation was delivered in live webinar format in 2015. David’s comments have been edited for clarity and length. You can view a YouTube brief of the original presentation here. You may also choose to take the full length course to earn 1 CRC®, […]

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Posted in: Elder Financial Abuse, Exploitation and Fraud, PROTECT the Plan from Retirement Risks

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