Elder Financial Abuse: Are Your Loved Ones At Risk?
Elder Financial Abuse: Are Your Loved Ones At Risk? Question #1 How is elder financial abuse detected? Withdrawals, transfers and other bank activity that cannot explain Diverted bank statements Lifestyle or expenses that do not make sense Missing belongings Unusual signatures on documents Question #2 Who is at the most risk for elder financial abuse? Senior citizens that live alone Recently widowed Have few family members around Just lonely Question #3 Why is elder financial abuse on the rise? Increased aging population Enhanced technology and online banking Seniors increased wealth Identities and assets easily stolen Question #4 Who should be contacted if elder financial abuse is suspected? Contact local law enforcement or your state’s elder abuse hotline at (855) 232-4410. If a financial investigation is necessary, Veriti’s professional team of CPAs, forensic accountants and fraud examiners can assist
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Elder Financial Abuse: Are Your Loved Ones At Risk?
- 1. Elder Financial Abuse: Are Your Loved Ones At Risk? VERITI CONSULTING LLC TRUTHBEHINDNUMBERS.COM In-Depth Experience and Unparalleled Expertise
- 2. Question #1 How is elder financial abuse detected? • Withdrawals, transfers and other bank activity that cannot explain • Diverted bank statements • Lifestyle or expenses that do not make sense • Missing belongings • Unusual signatures on documents TRUTHBEHINDNUMBERS.COM In-Depth Experience and Unparalleled Expertise
- 3. Question #2 Who is at the most risk for elder financial abuse? • Senior citizens that live alone • Recently widowed • Have few family members around • Just lonely TRUTHBEHINDNUMBERS.COM In-Depth Experience and Unparalleled Expertise
- 4. Question #3 Why is elder financial abuse on the rise? • Increased aging population • Enhanced technology and online banking • Seniors increased wealth • Identities and assets easily stolen TRUTHBEHINDNUMBERS.COM In-Depth Experience and Unparalleled Expertise
- 5. Question #4 Who should be contacted if elder financial abuse is suspected? Contact local law enforcement or your state’s elder abuse hotline at (855) 232-4410. If a financial investigation is necessary, Veriti’s professional team of CPAs, forensic accountants and fraud examiners can assist. TRUTHBEHINDNUMBERS.COM In-Depth Experience and Unparalleled Expertise
- 6. THANK YOU THANKS FOR REVIEWING THIS PRESENTATION PRESENTATION BY: VERITI CONSULTING LLC 8111 E. THOMAS RD. #120 SCOTTSDALE, ARIZONA 85251 TEL: (877) 520-1280 • EMAIL: INFO@TRUTHBEHINDNUMBERS.COM WWW.TRUTHBEHINDNUMBERS.COM
- 7. EXPERT TEAM Liz Monty, CPA/ABV, CFF, CFE, CVA, DABFA Managing Director TRUTHBEHINDNUMBERS.COM In-Depth Experience and Unparalleled Expertise John White, MBA, CPA/ABV, CFF, CFE, CBA, CrFA, ASA Managing Director
- 8. CONTACT VERITI CONSULTING LLC CONNECT WITH EXPERIENCED FRAUD, FORENSIC & ECONOMIC DAMAGES EXPERTS CALL: 877-520-1280 EMAIL: INFO@TRUTHBEHINDNUMBERS.COM PRESENTATION BY: VERITI CONSULTING LLC 8111 E. THOMAS RD. #120 SCOTTSDALE, ARIZONA 85251 TEL: (877) 520-1280 • EMAIL: INFO@TRUTHBEHINDNUMBERS.COM WWW.TRUTHBEHINDNUMBERS.COM