AARP BankSafe: Empower Advisors & Fight Exploitation-AARP BankSafe: Empower Advisors & Fight Exploitation

Video Transcription

Video Summary

The video is a webinar on AARP's BankSafe training. The presenter, Jalene Gunther, National Director of AARP BankSafe, discusses the importance of preventing financial exploitation, especially among older adults. She talks about how family members are often the perpetrators of financial exploitation and the need for financial industry professionals to be trained in recognizing and preventing exploitation. Gunther introduces AARP's BankSafe training, which is a gamified and interactive program that increases knowledge and confidence in detecting and responding to financial exploitation. She shares the results of a study conducted by Virginia Tech, which showed that the BankSafe training increased knowledge, confidence, and saved consumers money. Gunther also explains how financial industry professionals can qualify for the AARP BankSafe Training seal and provides resources for educating clients about financial exploitation. The video is part of a webinar hosted by NAPFA and is presented by Heidi Tennant, Senior Coordinator of Membership and Continuing Ed at NAMPFA.

Keywords

AARP BankSafe training

financial exploitation prevention

older adults

family members as perpetrators

gamified interactive program

Virginia Tech study results