IPS0093 - Protective Services Enrichment: Recognizing Scams and Financial Exploitation

Course Description

Kate Kleinert, AARP Fraud Watch Network, National Spokesperson will share her experience in a romance scam. Her tale of love, loss, and resilience gives an insider’s perspective of the tactics used, how the scam developed, and its ramifications. Kate also discusses barriers in approaching the matter with others.

David P. Shallcross, Director of Senior Protection, PA Office of the Attorney General will discuss why seniors are susceptible to fraud and financial exploitation, and provide an overview of both stranger-based scams and financial exploitation committed by people known to the seniors. The presentation highlights popular scams, methods of financial exploitation, red flags, and scam prevention methods.

Afterward, David and Kate will be joined by Donna Creager, Institute on Protective Services, for a question-and-answer session. 

Course Outline

DETAILS 

To receive Protective Services credit hours, participants are required to:  

• Participate in the live training (via Zoom)
• Cameras are required during this training. Cameras are to be on and positioned so the presenters can see the participants' full faces on the screen.
• Certificates will be issued for Protective Services enrichment hours after the course concludes.
• Partial certificates for missing any portion are not available. 

DATE, COURSE NUMBER, FORMAT

• Individual registration is required.

SCHEDULE 

• *8:30 AM - 9:00 AM: Log into the Zoom waiting room.
  • The Zoom Waiting Room will open 30 minutes before the start of training.
  • *Participants should log in early to ensure Wi-Fi connectivity and attendance.
• 9:00 AM: Training Starts Promptly
• Noon: Training ends

AGENDA

• Welcome/Introduction
• A Story of Love, Loss, and Resilience – Kate Kleinert
• Break
• Seniors, Scams & Scoundrels – David P. Shallcross
• Question and Answer Session

Learner Outcomes

At the end of this presentation, participants will be able to

• Describe the difference between fraud and financial exploitation and provide at least 3 examples of each:
• Recall three methods to prevent scams and fraud.
• List at least 5 red flags of scams and financial exploitation.
• Identify the tactics “Tony” used to get Kate to send money.

Notes

Applies Towards the Following Certificates

• Protective Services Enrichment: Recognizing Scams and Financial Exploitation : Protective Services Enrichment: Recognizing Scams and Financial Exploitation