Help Financial Caregivers Understand Their Role and Protect Loved Ones from Exploitation

Start time
10:00 AM Pacific
End time
11:00 AM Pacific

Presented by the Consumer Financial Protection Bureau
Register now for FREE

Includes Complimentary CEs*

If you require ADA accommodation to participate in this web seminar, please contact Steve Moore at your earliest convenience to make arrangements –

cfpb_primary_logo_color_rgb_1.pngMillions of Americans are managing money and financial decisions for a family member or friend who is unable to do so on their own. This can seem like an overwhelming responsibility, but these caregivers play a key role in maintaining the older person’s financial security and protecting them from scams and exploitation. In this web seminar, you will learn about four types of financial caregivers; how to help caregivers protect older adults from and respond to financial exploitation; and where to find key resources.

Participants in this web seminar will be able to:

  • Describe key facts about elder financial exploitation and its impact on older adults;
  • Define the role of lay fiduciaries in protecting older adults from exploitation;
  • List three signs of possible financial abuse; and,
  • Identify state and local resources for preventing and responding to elder financial exploitation.


Michael%20Herndon%20_Michael_3.jpgMichael Herndon is acting assistant director of the Office for Older Americans at the Consumer Financial Protection Bureau and brings more than 20 years’ experience leading public policy and consumer outreach in the field of personal finance to educating and protecting older consumers.



Beverly%20Yang%20_1_200x200%20(002).jpgBeverly Yang is an older Americans policy analyst with the Office for Older Americans at the Consumer Financial Protection Bureau.