Image by ian dooley


fighting against elder fraud

In 2020, I had the privilege to speak at a national conference and a podcast episode about preventing elder fraud.  As a financial planner and fraud examiner, I've seen the smooth schemes and disastrous effects first hand.   Educate yourself about the signs and ways you can prevent this crime from happening to yourself or loved ones.

Elder fraud is a rapidly growing epidemic, often perpetrated by those in a fiduciary capacity or position of trust.  The vast majority of elder fraud goes unreported; estimated losses range as high as $36.5 billion annually in the US, and are increasing every year.  The Department of Justice, FBI, and FINRA have initiatives to help elders report fraud and obtain justice, but are there more effective and practical ways to prevent this abuse?

Now more than ever, financial planners are in a unique position to assist older clients, or families with aging relatives, protect their financial assets from exploitation.  Learn how you can become an advocate for the prevention of elder fraud, and stop crimes against our most vulnerable.

Listen to the podcast episode:
The Silent Epidemic-Elder Financial AbuseArtist Name
00:00 / 25:09

get it together!

financial basics course


Stop stressing about your personal finances and take action!

This complimentary course is designed for anyone who wants to organize their personal finances.

Each lesson has a short video and worksheets which will help you to create your vision and goals, build a budget, and learn some tax lingo.


By the end, you'll understand your finances and decide if working with a personal finance mentor is right for you.