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Seniors are particularly vulnerable to being scammed and becoming victims of identity theft.
Elder fraud is a huge problem that costs seniors more than 3 billion dollars a year.
This session will identify why seniors are particularly vulnerable to being scammed; the scams that target the elderly including phony lottery scams, government benefit scams, telemarketing scams, investment scams, the grandparent scam, tech support scams and romance scams.
There are ways advisors can help their seniors be protected.
In "Protecting Seniors from Identity Theft and Scams" by Steve Weisman, you will learn:
- About the depth of the problems of identity theft and scams as they affect seniors;
- Why seniors are so vulnerable;
- Steps that can be taken to protect seniors from becoming victims of scams or identity theft schemes.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Steve Weisman, JD.
Meet Steve Weisman, JD,
Elder Fraud, Identity Theft and Scams Retirement Speaker
Retirement planning experience
Steve Weisman is a lawyer, college professor, author and one of the country’s leading experts in cybersecurity, identity theft and scams.
He is a graduate of the University of Massachusetts and Boston College Law School. He is a member of the Massachusetts Bar and Federal Bar and is admitted to practice before the United States Supreme Court.
He is a Fellow of the Massachusetts Bar Foundation, an honorary organization of the Massachusetts Bar Association whose membership is limited to no more than 2% of the Massachusetts Bar.
He was awarded a Certificate of Merit from the American Bar Association for excellence in legal journalism for his newspaper column “You and the Law.”
He has been a faculty member at Bentley University since 1998. Presently he is a senior lecturer. Steve teaches White Collar Crime. In 2013 he was awarded Bentley’s highest teaching award, the Gregory H. Adamian Award for Excellence in teaching.
Retirement planning thought leadership and expertise
Between 2009 and 2012 Steve was a columnist for the newsletter of the American Institute of Economic Research. He was a columnist for USA Today between 2014 and 2017 where he wrote about issues of cybersecurity, scams and identity theft. He is presently a columnist for the Saturday Evening Post. He also is a member of the panel of experts for Bottom Line publications.
He has frequently appeared as an expert on the CBS News, CNN, Fox, ABC, NBC, ABC, NPR, PBS, CNBC, MSNBC, NewsMax and New England Cable News (NECN) and has been quoted in numerous publications including The Boston Globe, Barron’s, New York Times, Money Magazine, Washington Post, and the Wall Street Journal. He has also appeared as an expert on scams on the Dr. Phil Show.
He is the author of ten books including “50 Ways to Protect Your Identity and Your Credit,” “The Truth About Avoiding Scams,” “50 Ways to Protect Your Identity in a Digital Age,” and “Identity Theft Alert ” and “A Guide to Elder Planning.”
“The Truth About Avoiding Scams” was chosen as one of the Top Ten Business Books of the year by Smart Money Magazine.
Steve is a sought after public speaker. His appearances include speeches at the national convention of the National Association of Broadcasters, the Annual Global Fraud Conference of the Association of the Certified Fraud Examiners, the Cybersec 2016 conference, the Financial Planners Association National Conference, The National Academy of Elder Law Attorneys, The American Institute of Certified Public Accountants and the Business Defense Forum at which he was the keynote speaker.
He writes the blog www.scamicide.com where he provides information about cybersecurity, scams and identity theft that is updated daily with the latest news and developments in those areas. Scamicide.com was cited by the New York Times as one of the three best sources for information about Coronavirus related scams.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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