ICFE eNEWS #09-18 - October 22nd 2009
ICFE Webinar Series (Accepted for AFCPE/CFP CEs and Accredited for CLEs)
Elder Care Victimization: When Trusted Individuals
Become Trust Violators: One CE Webinar
(November 3rd, 12:00 pm EST, and 2:00 pm EST)
According to a recent combined study from MetLife Mature Market Institute (MMI), The National Committee for the Prevention of Elder Abuse (NCPEA), The Center for Gerontology at Virginia Polytechnic Institute and State University entitled, "Broken Trust: Elders, Family and Finances" reports that the annual financial loss by victims of elder financial abuse is estimated to be at least $2.6 billion dollars. It is vitally important for attorneys and any persons who help the elderly with their finances which could be Counselors, Financial Planners, Accountants, Insurance Agents, etc. to be educated about fraud and financial ethics when it comes to family financial fraud. Often times, 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.
Webinar leader/instructor Peggy Tracy, MBA, CFP®, CDFA®, CFE, having extensive training on fraud criminology relating 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) in conjunction with Global Information Research & Retrieval, LLC is making a series of new webinars available. Two new webinar programs will premier on November 3rd, 12:00 pm EST, and 2:00 pm EST.
Elder Care Victimization: When Trusted Individuals Become Trust Violators webinar November 3rd, 2:00 pm EST, has been accepted for one hour of continuing education class for ACFPE certificate holders, 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) CFP Sponsor ID: 2943, FFF, 1.0 credit hour.
This class is also accredited for CLE as participatory credit through Sponsor Global Information Research & Retrieval, LLC, www.SearchitRight.com for one hour in particular states including CA and NC.
Family Financial Fraud - Piecing Information Together. This webinar is designed to explain the basics of fraud detection and prevention amongst family members as well as outside sources of fraud. Elder care fraud and abuse are highlighted as well as understanding theft possibilities with various professionals the family might employ. The fraud triangle will be explained and solutions to safeguard your assets and your family from misappropriation of funds, forgeries and fraudulent schemes.
Sign up for the Webinar before November 3 at 12:00 PM EST, or call Donna Fryer 336 665-0977.
This class can be combined with Family Financial Fraud: Piecing Information Together Webinar for 2 hours of continuing education credit. Sign up for this class or call Donna Fryer 336 665-0977.
Each live Webinar credit hour is $49/hr or $99/hr for recorded sessions. Check registration for combined discount and cancellation policies.
About Peggy Tracy, MBA, CFP®, CDFA®, CFE , Priority Planning: A Certified Divorce Financial Analyst and Certified Fraud Examiner. Her practice specializes in family and divorce fraud examinations. Please visit her website at PriorityPlanning.biz for more information.
Global Information Research & Retrieval, LLC (GIRR) has been in business for 19 years researching topics for clients and specializes in developing and delivering quality continuing legal education programs for attorneys live, recorded, and by Webinar.
President - Executive Director
Institute of Consumer Financial Education (ICFE)
ICFE - Institute of Consumer Financial Education - ICFE.info - info@ICFE.info - 619.239.1401