Monday, January 21, 2019
9:00am – 4:00pm
Blue Cross Blue Shield of Illinois
Auditorium A
300 E. Randolph
Chicago, IL 60601

A one-day event for legal and financial professionals who manage and protect the assets of older adults

CPAs, tax preparers, financial advisors, estate planning advisors, lawyers, and allied practitioners are invited to attend this one-day seminar designed for professionals working in financial and legal affairs on behalf of older adults. Distinguished experts will provide guidance on detecting and averting elder financial abuse, as well as enhancing relationships with older adult clients to better protect them from legal and financial exploitation.

A timely topic, an urgent need

Protecting Older Adults from Financial Abuse: Options and Best Practices brings together leading national experts in the fields of elder fraud detection and prevention for a one-day seminar. The sessions will explore the dimensions of the current epidemic of elder financial abuse and outline concrete steps for intervention.

  • Recent studiesindicate that elderly Americans are victimized by financial fraud and abuse to the tune of nearly $3 billion annually. The actual extent of the problem is much greater, given that many cases of financial abuse are never exposed.
  • A 2010 surveyconducted by the Investor Protection Trust revealed that 20% of Americans aged 65 or older–more than 7.3 million senior citizens–had been “taken advantage of financially in terms of an inappropriate investment, unreasonably high fees for financial services, or outright fraud.” Subsequent surveys by IPT show that the problem has dramatically increased in scope in the intervening years.
  • Widespread concern about financial security in a time of low interest rates and volatile securities value has created a veritable industry of consultants and services that promise unrealistic returns.
  • Given that approximately a third of Americans over 71 have mild to severe cognitive impairment, older adults are more easily victimized by scams and fraud, whether perpetrated by a family member, a friend or neighbor, an unethical financial advisor, or a con artist.


Space is limited; advance registration required.
Registration closes Thursday, January 17, 2019.