Continuing Education Webinar on Elder Care Victimization: When Trusted Individuals Become Trust Violators
Elder care victimization—the financial abuse by an elderly person’s trusted caregiver or financial representative—is estimated to be at least $2.6 billion dollars, according to a recent report entitled “Broken Trust: Elders, Family and Finances.” And often, it may only be the client’s attorney or financial advisor who can uncover and reveal financial abuse that can be occurring within a client’s trusted relationship.
Los Angeles, CA, December 02, 2009 --(PR.com)-- Because it is vitally important for attorneys and any persons who help the elderly with their finances (including financial planners, accountants, insurance agents, etc.) to be educated about fraud and financial ethics, a live webinar on “Family Financial Fraud—Piecing Information Together,” will be hosted at 2 p.m. EST on Tuesday, Dec. 8, 2009 via online training provider SearchitRight.com. Registrations are being accepted at http://www.searchitright.com/online-training-registration.asp.
The webinar, being presented by Peggy Tracy, MBA, CFP®, CDFA®, CFE, is designed to explain the basics of fraud detection and prevention amongst family members as well as outside sources of fraud. Topics will include:
Elder care fraud and abuse
Understanding theft possibilities with various employed professionals
An explanation of the “fraud triangle”
Solutions to safeguard an elder’s assets and his/her family from misappropriation of funds, forgeries and fraudulent schemes
Tracy, who has extensive training on fraud criminology related to family finances, has made it her personal goal to educate attorneys, financial planners, accountants, insurance planners and anyone else who might be able to spot fraudulent criminal activity involving family finances.
The Institute of Consumer Financial Education (ICFE) is allowing one hour of continuing education credit for the following professionals: Certified Financial Planners (CFP), Registered Financial Consultants (RFC), Personal Financial Planners (PFP), Chartered Life Underwriters (CLU) (PACE), Chartered Financial Consultants (ChFC), Life Underwriter Training Council Fellow (LUTCF) (PACE). Sponsor ID: 2943, FFF, 1.0 credit hour.
This class also is accredited for attorneys and paralegals Continuing Legal Education (MCLE) as a one-hour participatory credit through Global Information Research & Retrieval, LLC, www.SearchitRight.com in a number of states, including CA and NC.
Registration, Information
To sign up for the webinar or for more information, visit http://www.searchitright.com/online-training-registration.asp or call 1-336-665-0977.
To receive two hours of continuing education credit, registrants also can sign up for the “Finding Hidden Money: Financial Fraud and Divorce Dissipation” webinar at the same registration link.
The cost to attend a live webinar is $49 per credit hour; the cost to attend recorded sessions is $99 per hour. Check the SearchitRight.com’s registration pages for information on a discount for combined webinar classes and cancellation policies.
About Peggy Tracy
Peggy Tracy, owner of Priority Planning (www.priorityplanning.biz), is a Certified Divorce Financial Analyst and Certified Fraud Examiner. Tracy’s practice specializes in family and divorce fraud examinations. She is a member of the Financial Planning Association, the National Association of Tax Professionals and the Association of Certified Fraud Examiners. She is president of DivorceIllinois, a professional association for divorce financial specialists, and a member of the Wheaton (IL) Chamber of Commerce.
About Global Information Research & Retrieval LLC (SearchitRight.com)
Global Information Research & Retrieval, LLC (GIRR) (www.SearchitRight.com) has been in business for 19 years researching topics for clients and specializing in developing and delivering quality continuing legal education (CLE) programs for attorneys—live, recorded, and via webinar. Visit GIRR’s website to see a listing of the other continuing education classes that are available.
About the Institute of Consumer Financial Education
The Institute of Consumer Financial Education (ICFE) (www.financial-education-icfe.org), based in San Diego, CA, was founded in 1982 as an educational nonprofit group to educate consumers of all age groups on how to improve spending practices, increase savings accumulation and the wise use of credit. ICFE has trained about 5,000 professionals as credit report reviewers, identity theft risk management specialists, home equity conversion mortgage specialists and personal finance course instructors. The ICFE is an official partner with the Department of Defense and its Financial Readiness Program.
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The webinar, being presented by Peggy Tracy, MBA, CFP®, CDFA®, CFE, is designed to explain the basics of fraud detection and prevention amongst family members as well as outside sources of fraud. Topics will include:
Elder care fraud and abuse
Understanding theft possibilities with various employed professionals
An explanation of the “fraud triangle”
Solutions to safeguard an elder’s assets and his/her family from misappropriation of funds, forgeries and fraudulent schemes
Tracy, who has extensive training on fraud criminology related to family finances, has made it her personal goal to educate attorneys, financial planners, accountants, insurance planners and anyone else who might be able to spot fraudulent criminal activity involving family finances.
The Institute of Consumer Financial Education (ICFE) is allowing one hour of continuing education credit for the following professionals: Certified Financial Planners (CFP), Registered Financial Consultants (RFC), Personal Financial Planners (PFP), Chartered Life Underwriters (CLU) (PACE), Chartered Financial Consultants (ChFC), Life Underwriter Training Council Fellow (LUTCF) (PACE). Sponsor ID: 2943, FFF, 1.0 credit hour.
This class also is accredited for attorneys and paralegals Continuing Legal Education (MCLE) as a one-hour participatory credit through Global Information Research & Retrieval, LLC, www.SearchitRight.com in a number of states, including CA and NC.
Registration, Information
To sign up for the webinar or for more information, visit http://www.searchitright.com/online-training-registration.asp or call 1-336-665-0977.
To receive two hours of continuing education credit, registrants also can sign up for the “Finding Hidden Money: Financial Fraud and Divorce Dissipation” webinar at the same registration link.
The cost to attend a live webinar is $49 per credit hour; the cost to attend recorded sessions is $99 per hour. Check the SearchitRight.com’s registration pages for information on a discount for combined webinar classes and cancellation policies.
About Peggy Tracy
Peggy Tracy, owner of Priority Planning (www.priorityplanning.biz), is a Certified Divorce Financial Analyst and Certified Fraud Examiner. Tracy’s practice specializes in family and divorce fraud examinations. She is a member of the Financial Planning Association, the National Association of Tax Professionals and the Association of Certified Fraud Examiners. She is president of DivorceIllinois, a professional association for divorce financial specialists, and a member of the Wheaton (IL) Chamber of Commerce.
About Global Information Research & Retrieval LLC (SearchitRight.com)
Global Information Research & Retrieval, LLC (GIRR) (www.SearchitRight.com) has been in business for 19 years researching topics for clients and specializing in developing and delivering quality continuing legal education (CLE) programs for attorneys—live, recorded, and via webinar. Visit GIRR’s website to see a listing of the other continuing education classes that are available.
About the Institute of Consumer Financial Education
The Institute of Consumer Financial Education (ICFE) (www.financial-education-icfe.org), based in San Diego, CA, was founded in 1982 as an educational nonprofit group to educate consumers of all age groups on how to improve spending practices, increase savings accumulation and the wise use of credit. ICFE has trained about 5,000 professionals as credit report reviewers, identity theft risk management specialists, home equity conversion mortgage specialists and personal finance course instructors. The ICFE is an official partner with the Department of Defense and its Financial Readiness Program.
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Contact
Global Information Research & Retrieval, LLC
Donna Fryer
336 665-0977
www.searchitright.com
Donna Fryer
336 665-0977
www.searchitright.com
Contact
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