Knowing When Your Elderly Client is a Victim of Fraud or Financial Exploitation

ON-DEMAND

Online

2-Ethics
CPE Credits

A recent survey found that one in five of those over the age of 65 have been the victim of fraudulent financial activity. The PICPA has partnered with the Pennsylvania Department of Banking and Securities to host an elder financial abuse prevention program to help CPAs recognize when their older clients may be vulnerable and what to do if they discover their client is a victim of financial abuse.

Sit back and click play!

Hear Brian LaForme and David Goss cover the following:

  • Common fraudulent activity
  • Warning signs and  Prevention techniques
  • Duties and responsibilities of power of attorney
  • Client confidentiality issues
  • CPA Code of Conduct restrictions
  • Pa. Statute of Confidentiality provisions

Registration

PICPA Member: $58
Nonmember: $78

More Information

Course No. ON-DEMAND Level: Update

Prerequisites:

  • None

Speaker(s)

Brian LaForme

Deputy Secretary

David Goss

Fraud and Forensic/Litigation Service