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There's No Excuse for Financial Elder Abuse!

Published by Consumer Attorneys of San Diego and Delaware Trial Lawyers Association


Summary

How vulnerable are your aging Parents and clients to financial abuse and exploitation? What particular acts are they most vulnerable to? Who is advising them about their money – is it financial planning or fleecing? What are they being sold and how much are they losing? What does this mean for your inheritance? How can seniors be protected against abuse and what remedies are available to victims?

Fraud is often thought to refer to stranger-induced scams such as fake credit card schemes, lottery and prize promotions, and phony investment sales--typically sold through the internet, tele-marketing, or by direct mail. However, most financial abuse is committed by “trusted others” – individuals such as relatives, caregivers, fiduciaries, and other professionals or advisers who are in close relationships with a vulnerable senior and, therefore, in a position to exploit that relationship.

Presenters
Kimberly Swierenga, Esq., MBA
Kimberly Swierenga, Esq./MBA specializes in helping clients who have been victimized by the predatory practices of financial advisors, insurance agents, title companies, banks and others in the financial services industry. Her practice focuses on litigation relating to elder financial abuse, improper annuity and life insurance sales, trust-mill schemes, Veterans' benefits scams, unfair/fraudulent business practices, Business & Professions Code §17200 (UCL) claims, and consumer legal remedies...More

Originally Published

April 12, 2018


Program Titles and Supporting Materials

This program contains the following components:

  • There's No Excuse for Financial Elder Abuse! - Video
  • There's No Excuse for Financial Elder Abuse! - Paper 1

How To Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.


Technical Requirements

You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.


Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.


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