Important Wall Street Journal article dated January 25, 2019 with regard to Financial Abuse of Seniors. Read more…
Perry A. Shulman, CPA
Chair – Orion Senior Abuse Committee
Scamming Grandma: Financial Abuse of Seniors Hits Record
How Criminals Steal $37 Billion A Year from America’s Elderly MAY 3, 2018 • PAGE 4 OF 4
Use the URL below to retrieve this article from the Financial Advisor publication. Quite interesting.
Perry A. Shulman, CPA
Chair, Orion Elder Abuse Advocacy Committee
How Criminals Steal $37 Billion A Year from America’s Elderly
Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor, Financial Planner, Financial Planning, RIA, Retirement Planning, ETFs, Alternative Investments, Investment News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor magazine produces the Alternative Investment Strategies, Retirement Strategies, and Fiduciary Gatekeeper conferences.
Panel Discussion at Orion Meeting 3/14
Thank you to the Manhattan program committee and Sonya Mittleman for the opportunity to be part of the panel along with Paul Tramontozzi, Mike LaMagna and Joe Lawliss.
For those not in attendance, much of the information presented can be gotten from the 2018 Consumer Guide; 6 Ways to Finance Chronic Healthcare. All the contributors are Orion members.
The Guide can be downloaded from my website: www.GuideINS.com
FRAUD IN THE FAMILY
The theme of this article appearing in the February 2018 edition of the AARP Magazine is that in many cases, the people one knows best are most likely to cheat or swindle them. Click below to retrieve the article: https://www.aarp.org/money/scams-fraud/info-2018/family-fraud.html
Submitted by Perry A. Shulman, CPA Chair, Elder Abuse Focus Committee March 12, 2018
