Money Smart for Older Adults: Prevent Financial Exploitation by Consumer Financial Protection Bureau. - HTML preview

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Welcome to Money Smart for Older Adults!
Acknowledgements
- Welcome
- Objectives
- Participant Materials
Getting Started
- Who is at risk for elder financial exploitation?
- Why are older adults at risk of financial exploitation?
- What are some examples of financial exploitation?
- Who are the abusers?
- Why do you think older adults don’t report financial exploitation?
- What should you do if you or someone you know becomes a victim of financial exploitation or another form of elder abuse?
Common Types of Older Adult Financial Exploitation
- Power of Attorney (POA) or Fiduciary Abuse
  - What are some ways to minimize the risk of POA abuse?
- Abuse by Caregivers and In-Home Helpers
- Investment Fraud
- Lottery and Sweepstakes Scams
- Sweepstakes Recovery Scam
- Telephone Scams
- Tips for Avoiding Telephone Scams
Activity 1: Telephone Scams
- Scenario 1
- Scenario 2
- Scenario 3
- Computer/Internet Scams
  - How to Respond to a Phishing [or Spoofing] Attack
Identity Theft
- How to Avoid Identity Theft
- Identity Theft: If You Think You May Be a Victim
Medical Identity Theft
- What Is Medical Identity Theft?
- How Do You Learn if You Are a Victim?
- How to Avoid Medical Identity Theft
- How to Respond if You Suspect Medical Identity Theft
- How Your Senior Medicare Patrol (SMP) Can Help
Activity 2: Identity Theft Self-Check
Planning For Unexpected Life Events
- Preparing for possible future health problems
- Direct Deposit of your Social Security Benefit
  - How direct deposit of your Social Security benefit works
How to Be Financially Prepared for Disasters
- What to Have Ready
- What to Keep and Where to Keep It
Activity 3: How Financially Prepared Are You?
- ___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________...
Scams that Target Homeowners
- Reverse Mortgage Proceeds Fraud
- Contractor Fraud and Home Improvement Scams
  - Scenario
- Contractor Fraud
Home Repair / Home Improvement Scams
- Impersonating Officials
- Tips for Avoiding Contractor Fraud
Scams that Target Veterans Benefits
- Pension Benefits Filing Scam
  - Tips for avoiding VA pension benefits filing scams
- Lump-Sum Payment for Future Benefits Scam
  - Tips for avoiding the lump-sum payment scam
- Where to Get More Information or Assistance
Post-Test
What Do You Know? – Money Smart for Older Adults
After the Training
Before the Training
Evaluation Form
For Further Information
Report Financial Exploitation
Legal advice or representation. How can I find an attorney who specializes in elder law issues?

Money Smart for Older Adults: Prevent Financial Exploitation by Consumer Financial Protection Bureau. - HTML preview

Document Outline

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