It’s estimated that older Americans lose $36 billion each year to financial exploitation and it’s known that the number is grossly underestimated. Sadly, tactics such as telemarketing scams, intercepting checks or cash, power of attorney fraud, and identity theft are quite common occurrences for our older population.
That is why Kensington Senior Living partnered with experts at WayWiser to present this interactive two-part workshop for caregivers on the financial safety of an aging loved one. Learn the most common types of fraud and how to best protect your loved one’s personal information.
Our panel of experts includes: Lindsay Faeder, CEO of WayWiser; Tiffany Fernandez, COO of WayWiser; Christine Kieffer, FINRA Investor Education Foundation; Luis Carvajal-Kim, Cyber Security Executive & Former Cyber Counterintelligence Special Agent; Kristin Owens, Former NY Federal Reserve; and Tami Anastasia, Dementia Caregiver Support Counselor.
Part I: Knowledge is Power
Part II: The Best Offense is a Good Defense
Lindsay Faeder, CEO of WayWiser After 15+ years in management consulting, Lindsay started WayWiser after her grandfather lost his life savings to financial exploitation. Lindsay is on a mission to make sure what happened to her family does not happen to others.
Tiffany Fernandez, COO of WayWiser After her father was exploited out of his retirement savings, she wanted to create a better solution for families to protect and care for their aging loved ones. Prior to WayWiser, Tiffany spent 10 years working at Intel. Tiffany is passionate about women empowerment, diversity, and creating tech solutions to help make the world a better place for her children.
Christine Kieffer, Senior Director at FINRA Investor Education Foundation She directs research and develops programs for law enforcement, victim advocates, and consumers to advance investor protection and fraud prevention initiatives. She also serves on advisory boards to the National Adult Protective Services Association and the Cybercrime Support Network.
Luis Carvajal-Kim, Cyber Security Executive & Former Cyber Counterintelligence Special Agent Luis helps organizations manage enterprise risk by translating cyber risk into the language of business. His client service experience includes incident response, support to eDiscovery, vulnerability assessment and penetration testing, cyber fraud investigation and fraud emulation, cyber wargaming and simulation exercises, cyber risk quantification, and Executive/Board workshops and education across multiple industries.
Kristin Owens, Former NY Federal Reserve is a highly skilled financial intelligence investigator with over 18 years of experience. Ms. Owens has a deep understanding of fraud trends, and has liaised with law enforcement on ongoing fraud cases, and facilitated community outreach to keep the public informed about scams invoking the name of financial organizations. With her extensive knowledge and expertise, Ms. Owens played a pivotal role in safeguarding the integrity of the Federal Reserve and ensuring that the public was protected from financial fraud.
Tami Anastasia is an Alzheimer’s and dementia counselor and educator, providing one-on-one caregiver support, guidance and strategies to help make the dementia journey easier on the caregiver. In addition to her work as a dementia counselor and consultant, Tami facilitates dementia caregiver support groups and conducts educational workshops and personalized one-on-one educational sessions.