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

CPE

CPE Credits
2-Ethics

Details

 Pricing

PICPA Member: $58 | Nonmember: $78


 More Information

Course No.
ON-DEMAND
Level
Update
Prerequisites
None
Note

You will have up to 90 days after the date of purchase to complete the course and take the exam.

Description

If you attended the nowing When Your Elderly Client is a Victim of Fraudor Financial ExploitationSeminar on December 6, 2016, this course would be considered a duplicate and cannot be used towards your CPE requirement.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


Speaker(s)

David E. Goss CPA,CFF,CFE
President
North American Forensic Accounting PC

President
Prussman-Goss Certified Public Accountants

Mr. Goss is the chair of the PICPA Forensic and Litigation Services Committee. He specializes in forensic services including fraud investigations, forensic accounting, and litigation support. He has authored many articles including  “When a Fraudster Calls from Within” which was published in June 2015.

Brian LaForme, is Deputy Secretary, Pennsylvania Department of Banking and Securities. The department regulates banks, credit unions, trust companies, investment firms and professional mortgage lenders and brokers, and other consumer lenders. In his role as deputy secretary, he is responsible for creation and implementation of intra-agency programs, including statewide consumer and business services, focusing on financial education, consumer protection, and business outreach.


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