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.

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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

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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

 

 

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Finra Fights Elder Fraud

 

Starting February 5, financial brokers will have two new tools to try to stop elder financial
abuse. On that day, Finra is enacting rules to make it easier for brokers to bring an outside party into a situation where financial abuse or exploitation of an elderly person is suspected, and to allow brokers to delay payments from an account if something seems suspicious. Read more…

Finra Fights Elder Fraud
Financial Advisor Magazine
DECEMBER 12, 2017 • KAREN DEMASTERS

SUBMITTED BY:

Perry A. Shulman, CPA, Chair – Orion Resource Group Elder Abuse Advocacy Committee

 

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