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Navigating Financial Exploitation: What to do When Your Senior Client, Family Member or Friend is a Victim of Financial Fraud or Abuse
Webinar
Navigating Financial Exploitation: What to do When Your Senior Client, Family Member or Friend is a Victim of Financial Fraud or Abuse
Start
12/05/2024 - 12:30 PM
End
12/05/2024 - 2:10 PM
COURSE DETAILS
In this collaborative CLE program, the New York County Lawyers Association’s Securities and Exchanges Committee and Elder Law Committee unite to equip attorneys with the knowledge to assist their clients and loved ones to address financial fraud.
According to the FBI, millions of seniors are targets of fraud annually amounting to billions of dollars of losses. Criminals frequently view seniors as prime targets for scams due to their substantial retirement savings and tendency to trust others. They often take advantage of victims’ mental or physical challenges, as well as their emotional needs and vulnerabilities to achieve their fraudulent objectives.
Join our program featuring the elder law and financial services attorneys who will explain senior financial exploitation, the law and best practices to protect clients’ and loved ones’ assets.
Panels include:
- Understanding Financial Fraud and Abuse
- Senior Susceptibility
- Elder Practitioner Issues/Challenges
- Top Frauds & Real-Life Examples
- Legal and Regulatory Developments
- Red Flags
- Navigating Financial Institutions and the “Back Office”
- Prevention and Solutions
- National Moonshot Initiative
FACULTY
Panel 1 Faculty: Susan L. Harper, Sharper Nicolas, Co-Chair, NYCLA’s Securities & Exchanges Committee; Wendy Hoey Sheinberg, Rivkin Radler, Co-Chair, NYCLA’s Elder Law Committee; Pauline Yeung-Ha, founding partner, Grimaldi Yeung Law Group, Co-Chair NYCLA’s Elder Law Committee
Panel 2 Faculty: Tara Ambrose, Vice President, Sr. Manager, Client Risk Prevention / Business Risk Oversight, RBC Wealth Management; Ronald Long, Consultant, Stevens & Lee, Co-Leader, Senior Investor Compliance Services, and National Authority on Elder Investor Fraud Protection; Richard Szuch, Partner, Stevens & Lee, Co-Leader, Senior Investor Compliance Services (Former Enforcement Chief, New Jersey State Securities Bureau)
CLE CREDITS
2 NY Credits: 2 Skills, Transitional and Non-transitional; 2 NJ Credits: 2 General
GENERAL INFORMATION
To register: click the Register button below. The website will prompt you to log in or create an account to complete the checkout. If you are not a member, please join the membership before completing the checkout to take advantage of the member’s price. Registration closes 30 minutes before the program.
For technical and account-related issues, please get in touch with us at dradjabov@nycla.org
Webinar Link: After completing the checkout, you will receive a separate email with webinar access instructions. That email will arrive closer to the program start time. If you are still waiting to receive an access email 30 minutes before the program, please email cle@nycla.org.
Course Materials: We will email the link to download course materials 30 minutes before the program starts.
CLE Certificates (if applicable): After verifying your attendance, we will add your certificate to the “Download CLE Certificates” page, which you can access from your “My Account” page.