Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Pricing
Podcast Image

AICPA Personal Financial Planning (PFP)

Preventing and responding to elder financial exploitation {PFP Section}

16 Jul 2021

Description

Billions of dollars are lost each year due to fraudulent acts against older Americans. In this episode of the PFP Section podcast, Erin Scheithe with the Consumer Financial Protection Bureau (CFPB) gives you tips, tools, and resources to help you and your clients spot, prevent, and report elder financial exploitation. She covers the following topics:   Examples of scams Who is at risk and who are the abusers? How to spot, prevent, and report abuse Resources to help you help your clients Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links. Find the CFPB resources that Erin mentions at gov/olderamericans. Access AICPA elder planning resources at aicpa.org/PFP. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search "AICPA Personal Financial Planning" on your favorite podcast app.

Audio
Featured in this Episode

No persons identified in this episode.

Transcription

This episode hasn't been transcribed yet

Help us prioritize this episode for transcription by upvoting it.

0 upvotes
🗳️ Sign in to Upvote

Popular episodes get transcribed faster

Comments

There are no comments yet.

Please log in to write the first comment.