Episode 219: Simple Steps To Protect Seniors From Financial Fraud with Cathy Curtis, CFP®

Описание: Melissa Joy, CFP® and Cathy Curtis, CFP®, dive into a serious topic: financial fraud against elders. Cathy explains that while scammers try to trick seniors into giving them money illegally, there are many ways to spot these scams and keep your elderly loved ones safe. 

Listen to gain the know-how and tools to avoid fraud smoothly as you or your loved ones get older. 


 Listen and Learn:

• The common scams being used today to steal from elders
• Warning signs that may indicate an elder has already fallen victim to fraud
• What to do if you think a loved one's money was taken by scammers
• Resources and organizations dedicated to preventing elder financial abuse

Resources:

• Check out Cathy’s Firm  (https://curtisfinancialplanning.com/)
• Follow Cathy on LinkedIn (  / cathycurtis  )
• Follow Cathy on Instagram (  / single.savvywomen  )
• Read Cathy’s Op-Ed in CNBC (https://www.cnbc.com/2024/03/08/op-ed...)  
• Listen to Episode 59: Inheritance Mistakes with Cathy Curtis  (https://womensmoneywisdom.buzzsprout....)
• Monitor fraud with Eversafe (https://www.eversafe.com/)
• How to report Cyber Crime (https://www.fbi.gov/investigate/cyber)
• Where to report Fraud (https://reportfraud.ftc.gov/)
• Check out Cyber Seniors (https://cyberseniors.org/aura-cyberse...)


Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning f


The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:... (https://pearlplan.com/)