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February 2020 General Breakfast Meeting

February 13, 2020 @ 7:00 am - 9:00 am

Speaker:  Steve Barlam

Topic:  Undue Influence

TITLE:  ELDER FIDUCIARY ABUSE:  Mitigating the Risk and Making a Difference

Audience:  Legal / Financial Professionals working with older adults and their family members

Point of View:  Elder Abuse (and especially fiduciary abuse) is prevalent, and under reported, you need to know about it, and understand what you can do to protect vulnerable clientele and in some cases prevent it from happening.

  • Defining what it is
  • How big an issue is it / prevalence
  • What does it look like – specific types of financial abuse – from undue influence, to predatory scams, to blatant taking advantage of a compromised individual
  • Who is the most vulnerable
  • Understanding who the perpetrators are
  • What are the Red flags
  • What can a professional do to mitigate the risk

Details

Date:
February 13, 2020
Time:
7:00 am - 9:00 am
Event Category:

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Other

Speaker
Steve Barlam
Topic
Undue Influence

Venue

The Depot
1250 Cabrillo Ave
Torrance, CA 90501 United States
+ Google Map
Phone:
310 787-7501
Website:
http://www.depotrestaurant.com

Details

Date:
February 13, 2020
Time:
7:00 am - 9:00 am
Event Category:

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Other

Speaker
Steve Barlam
Topic
Undue Influence

Venue

The Depot
1250 Cabrillo Ave
Torrance, CA 90501 United States
+ Google Map
Phone:
310 787-7501
Website:
http://www.depotrestaurant.com