Loading Events

« All Events

  • This event has passed.

FPA of MN Elder Financial Exploitation and Fraud – August 10

August 10, 2023 @ 3:45 pm - 5:00 pm

FPA of MN Elder Financial Exploitation and Fraud - Open to Everyone
Presenters: Marti DeLiema, Ph.D. & Marty Fleischhacker

In this presentation, Prof. Marti DeLiema, Ph.D. (University of Minnesota) and Marty Fleischhacker (Dept. of Commerce) will share the latest trends in scams and fraud, including popular methods of money transfer and the advanced technologies and persuasion tactics that scammers use to trick consumers. The presenters will discuss research highlighting fraud risk factors in older adulthood, including declining financial capacity and social isolation. The presenters will cover best practices to detect and respond to suspicious activity and suspicious behavior in older adults, and will provide important information about the Safe Senior Financial Protection Act. Attendees will learn how financial advisors can work collaboratively with the Dept. of Commerce to stop the loss of funds from clients' accounts.

Registration & Networking: 3:45 – 4:00 pm
Presentation: 4:00 – 5:00 pm
5:15 – 6:30 pm: Happy Hour at Cowboy Jacks
2801 Southtown Dr, Bloomington, MN 55431

RSVP by 12 pm on Thursday, August 10, 2023

Details

Date:
August 10, 2023
Time:
3:45 pm - 5:00 pm
Website:
https://cvent.me/MnRbLo

Organizer

FPA Minnesota
Phone:
763-781-1212
Email:
office@fpamn.org
View Organizer Website

Venue

500 Wells Fargo Plaza – 2nd Floor Conference Room
7900 Xerxes Avenue South
Minneapolis, MN 55431
+ Google Map