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Elder Fraud Prevention: Fighting Against Financial Exploitation
Course Information
Content Level: Intermediate
NAPFA Subject Area: G-Ethics
Course Description
Elder fraud is a rapidly growing epidemic, often perpetrated by those in a fiduciary capacity or position of trust. The vast majority of elder fraud goes unreported; estimated losses range as high as $36.5 billion annually in the US, and are increasing every year. The Department of Justice, FBI, and FINRA have initiatives to help elders report fraud and obtain justice, but are there more effective and practical ways to prevent this abuse?

Now more than ever, financial planners are in a unique position to assist older clients, or families with aging relatives, protect their financial assets from exploitation. Learn how you can become an advocate for the prevention of elder fraud, and stop crimes against our most vulnerable.
Learning Objectives
  1. Identify the red flags and key perpetrators of elder fraud
  2. Help senior clients and/or their families protect assets from financial exploitation
  3. Learn when and where to report suspicions of elder fraud to authorities
Speaker
Hayden McCoy 

Hayden McCoy believes you don’t need a cape to be a crime-fighter. Her heart’s mission is combating financial crime, especially elder fraud.

For over a decade, Hayden worked in Europe as a controller and consultant, specializing in fraud and financial crime. In 2016, she left the corporate grind to help her mother manage her post-divorce life and finances. Little did Hayden realize this decision would shape a career in financial planning, and a passion for combating elder fraud.

Thanks to her personal experiences, she is committed to exposing frauds against the vulnerable.  Through awareness and education, you too can join the fight against this devastating epidemic.

Hayden holds degrees in economic finance and forensic accounting. She is a Certified Financial Planner, Certified Fraud Examiner, Certified Anti-Money Laundering Specialist, Enrolled Agent, and Certified Tax Coach. She runs her Texas-based advisory firm and works as a part-time CFO from Prague, Czech Republic.

Summary
Availability: On-Demand
Initial Cost: Member: $39.00
Non-Member: $59.00
Additional Cost: CFP® CE: $10.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
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