Elder Exploitation: Warning Signs & Safe Harbor
November 18, 2025
Live Webinar:
DateNov 18, 2025Duration90 minutes
12:00 PM PST01:00 PM MST
02:00 PM CST03:00 PM EST
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar:
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
Instances of elder fraud continue to increase – with no end in sight.
Can you identify red flags for
scams of this nature and spot the signs of cognitive decline they prey upon?
Does your institution make an effort to support caregivers in this difficult
role? Join this discerning program to strengthen your institution’s ability to
prevent, detect, and respond to elder financial abuse — because protecting our
elders is a responsibility we all share.
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Explain why financial institutions are “watchdogs” for detecting and preventing exploitation
- Identify early signs of cognitive decline in accountholders to enable timely and proactive measures
- Recognize common scams and red flags of financial exploitation to better protect and assist accountholders during everyday interactions
- Accurately complete a Suspicious Activity Report (SAR) in cases of suspected EFE
- Summarize how privacy laws, such as the Gramm-Leach-Bliley Act (GLBA), apply to reporting suspected cases of elder abuse and financial exploitation
- Explore community outreach opportunities to raise awareness and empower older adults and their caregivers
- Support financial caregivers (POAs) with tools and resources your institution can provide – easing the burden for powers of attorney and trustees as they manage and protect the finances of vulnerable accountholders
WEBINAR DETAILS
Elder financial exploitation (EFE) — the illegal or improper use
of an older adult’s funds, property, or assets — has become one of the
fastest growing and most damaging forms of fraud in the US. It’s not just a
crime against individuals — it’s a crisis that affects families, communities,
and financial institutions alike. This session will go beyond the basics.
You’ll gain vital insights into how to spot red flags, recognize common scams
specifically designed to target older adults, and monitor for suspicious
activity that may require reporting. It will also explore the connection
between cognitive decline and vulnerability to exploitation to help you
understand the “why” behind the risk.
WHO SHOULD ATTEND?
This informative session
is tailored for compliance officers, BSA officers, trainers, branch managers,
frontline staff, lenders, and management.
TAKE-AWAY TOOLKIT
- Elder suspicious activity form
- Data sheet for reporting to authorities
- Quick responses to potential EFE accountholder situations
- Comprehensive list of free resources
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission,
or republishing of any webinar to other institutions or those not employed by
your institution is prohibited. Print materials may be copied for eligible
participants only.
Presented By

Brode Consulting Services, Inc.
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