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Elder Financial Exploitation: Industry, Community, and Customer Engagement

October 27th | 12:00pm ET

Complete this form to register for our upcoming webinar on how financial institutions can engage with the industry and broader community to better combat elder financial exploitation. We look forward to seeing you there!
1.Email(Required.)
2.First Name(Required.)
3.Last Name(Required.)
4.Job Title(Required.)
5.Employment Seniority(Required.)
6.Company Name(Required.)
7.Industry(Required.)
8.Does your organization participate in information sharing about elder financial exploitation trends, tactics, or cases (e.g., with other financial institutions, industry associations, or law enforcement)?(Required.)
9.Does your organization have policies or training in place to help staff identify and support elderly customers who may be at risk of financial exploitation (e.g., staff training, transaction holds, a dedicated reporting line)?(Required.)
10.Does your organization have an established relationship with community-based resources — such as Adult Protective Services, law enforcement, or an Area Agency on Aging — for responding to suspected exploitation cases?(Required.)
11.Does your organization provide education or outreach to elderly customers or their caregivers specifically about financial exploitation (e.g., account alerts, trusted-contact programs, caregiver resources)?(Required.)