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Upcoming League Events


Webinar: Interagency Guidance for Reporting Elder Financial Exploitation (Archive Only)


Friday, March 14, 2014

2:00 - 3:30 pm CST


Speaker: Luann S. Kohlmann, AAP, NCP, WACHA


Recently-issued guidance by the Consumer Financial Protection Bureau (CFPB) clarifies that reporting suspected financial abuse of older adults to appropriate local, state, or federal agencies does not violate the privacy provisions of the Graham-Leach- Bliley Act. In addition, some states require financial institutions to have education pertaining to elder exploitation (which this session may satisfy).


Your financial institution is in the best position to stop the identity theft and financial exploitation of your senior accountholders. Any senior, regardless of economic status, gender, race, age, or educational background can be the target of financial abuse, so you must know the red flags. Do you have a plan in place to react effectively if this occurs? This session will provide scenarios and resources to use as these situations arise.



  • Who are the victims?
  • Who are the perpetrators?
  • Warning signs
  • What you can and need to do

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Printable Brochure (Adobe PDF File)

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