Purpose In Action: Accountants building a better world (libsyn.com)
Older adults can be inundated with suspicious communications from potential fraudsters these days.
That’s why this episode is a must-listen for older adults who are worried about being susceptible to fraud, as well as for their family members and friends who want to protect them.
Mitchell Freedman, CPA/PFS, and Ann Marie Milinazzo, CPA/PFS, share insights on fraud schemes to watch for. They also outline tactics that can be used to protect older adults from fraud.
You’ll hear:
- Tips for recognizing fraudulent communications.
- How family members and friends can protect older adults, and how accounting professionals recognize whether family members have their parents’ or grandparents’ best interests at heart.
- How advance planning can help reduce older adults’ exposure to fraud.
- What to do if you become a victim of fraud.
A friend of mine did this podcast recently for our CPA association.
Susan Bradley Patch Lady