Learn about the benefits of planning for financial caregiving and what you need to get started.

Duration: 5-7 minutes

Learning Objectives

  • Identify the characteristics of commonly targeted seniors.
  • Describe the perpetrators of elder abuse and the common means of fraud used.
  • Discuss the common scams used by perpetrators of fraud.
  • Explain what identity theft is, how it occurs, and what its implications are.
  • List the consequences of elder financial fraud.
  • Implement tips for prevention of elder abuse
  • Determine the warning signs of victimization.

Marketing Teaser

Becoming a financial caregiver is an important decision that should not be taken lightly. Do you know what will be expected of you and how to protect yourself? This course will help you understand more about:

  • The different ways you can act as a financial caregiver
  • Compiling the documents needed to become a financial caregiver
  • Understanding the financial decisions that caregivers might be asked to make

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Interested in becoming a financial caregiver? Learn about the three things you’ll need to do to get started: [LINK]

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Before agreeing to become a financial caregiver, it’s important to understand the expectations and decisions you’ll be required to make. Our resources can help you and your loved one explore the right questions when it’s time to put a financial caregiver in place: [LINK]

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