Skip to main content
This product may have additional discounts available which will be visible once you checkout.
Not Found
Webinar

S26-304 How to Recognize and Deter Financial Exploitation of the Aging Population

Total Credits: 3 Category I CEs

Categories:
3000 Financial Social Work |  300 Aging
Instructor:
Sue Rogan
Course Levels:
Intermediate
Duration:
3 Hours 15 Minutes
Target Audience:
Social Workers, LCPCs, and Psychologists
Dates
Save for Later  Add to Cart »

Description

In this session, participants will learn about trends in financial exploitation of older adults in the United States. The session will explore research- and practice-informed core issues involving financial exploitation perpetrated by both strangers and known individuals/entities. Participants will learn about steps that can be taken to prevent financial exploitation of older adults, as well as ways of supporting older adults and their loved ones who have been targets of frauds, scams, or other forms of financial abuse or exploitation. Participants should be prepared to actively participate in this session and discuss the role of social workers in preventing and responding to issues of financial exploitation of older adults.   

 

This workshop is in accordance and in compliance with the NASW standards with a focus on the principles of service, dignity and worth of the person, importance of human relationships, and competence; and the standard of responsibilities to clients, to colleagues, in practice setting, as professionals, to the social work profession, and to the broader society. 

This workshop is in compliance with the Maryland Board of Social Work Examiners’ COMAR 10.42.03.06.A(5) and with the District of Columbia Board of Social Work 17-70-7008.4.    

Instructor

Sue Rogan Related Seminars and Products

CASH Campaign Of Maryland

Sue Rogan is the founder of SR Consulting—a consulting practice dedicated to helping mission-driven organizations strengthen their financial empowerment programs, partnerships, and impact. Before starting her consulting company, Sue led statewide initiatives as the Director of Strategic Partnerships at the CASH Campaign of Maryland for 16 years, managing projects, building coalitions, and creating financial education programs that reached thousands of individuals and families.


Before working with CASH, she was an Investigator/Communications Manager with the Montgomery County MD Office of Consumer Protection where she investigated thousands of consumer complaints and conducted outreach presentations/campaigns on consumer protection topics. Sue also helped to create/support local coalitions to focus on topic areas of product safety, child passenger safety and financial empowerment. In 2024, Sue received the Financial Counselor of the Year by the Association for Financial Counseling & Planning Education (AFCPE)

Agenda & Learning Objectives

AGENDA:

 

 

LEARNING OBJECTIVES:

Upon the completion of this workshop, participants will be able to:

  • Understand national- and state-level contexts of the problem and its financial and emotional impacts on older adults.   

  • Identify the most common causes and conditions under which financial exploitation of older adults can occur.   

  • Discuss the most common forms of financial exploitation impacting older adults.   

  • Recognize signs that an older adult may have been financially exploited and learn how to support them to reduce their future risk.   

  • Describe tools for assessment and opportunities for social work interventions.   

Bibliography & References

BIBLIOGRAPHY & REFERENCES

Beach, S. R., Schulz, R., & Sneed, R. (2018). Associations between social support, social networks, and financial exploitation in older adults. Journal of Applied Gerontology, 37(8), 990-1011.   

 Burnes, D., Henderson Jr, C. R., Sheppard, C., Zhao, R., Pillemer, K., & Lachs, M. S. (2017). Prevalence of financial fraud and scams among older adults in the United States: A systematic review and meta-analysis. American Journal of Public Health, 107(8), e13-e21.   

Chan, A. C., & Stum, M. S. (2020). The state of theory in elder family financial exploitation: A systematic review. Journal of Family Theory & Review, 12(4), 492-509.   

Conrad, K. J., Iris, M., Ridings, J. W., Langley, K., & Wilber, K. H. (2010). Self-report measure of financial exploitation of older adults. The Gerontologist, 50(6), 758-773.   

Deane, S. (2018). Elder Financial Exploitation: Why it is a concern, what regulators are doing about it, and looking ahead. U.S. Securities and Exchange Commission, Office of the Investor Advocate. https://marinmagazine.com/wp-content/uploads/data-import/a00fb1c3/elder-financial-exploitation.pdf    

DeLiema, M. (2018). Elder fraud and financial exploitation: Application of routine activity theory. The Gerontologist, 58(4), 706–718. https://doi.org/10.1093/geront/gnw258    

Gamble, K. J., Boyle, P., Yu, L., & Bennett, D. (2014). The causes and consequences of financial fraud among older Americans. Boston College Center for Retirement Research WP, 13.   

Gilhooly, M. L., Lichtenberg, P. A., & Roberto, K. A. (2017). Decision Making and Financial Exploitation. Innovation in Aging, 1(1), 949-949.   

Karger, H. (2015). Curbing the financial exploitation of the poor: Financial literacy and social work education. Journal of Social Work Education, 51(3), 425-438.   

Lavery, A. L., Hasche, L., DePrince, A., Gagnon, K., Srinivas, T., & Boyce, E. (2020). Mental Health Consequences and Service Use of Older Adults at Risk of Financial Exploitation. Social Work Research, 44(4), 257-265.   

Lichtenberg, P. A. (2016). Financial exploitation, financial capacity, and Alzheimer’s disease. American Psychologist, 71(4), 312.   

Lichtenberg, P. A., Ficker, L. J., & Rahman-Filipiak, A. (2016). Financial decision-making abilities and financial exploitation in older African Americans: Preliminary validity evidence for the Lichtenberg Financial Decision Rating Scale (LFDRS). Journal of Elder Abuse & Neglect, 28(1), 14-33.   

Lichtenberg, P. A., Hall, L., Gross, E., & Campbell, R. (2019). Providing assistance for older adult financial exploitation victims: Implications for clinical gerontologists. Clinical Gerontologist, 42(4), 435-443.   

Nguyen, A. L., Mosqueda, L., Windisch, N., Weissberger, G., Axelrod, J., & Han, S. D. (2021). Perceived Types, Causes, and Consequences of Financial Exploitation: Narratives From Older Adults. The Journals of Gerontology: Series B, 76(5), 996-1004.   

Olomi, J. M., Wright, N. M., Hasche, L., & DePrince, A. P. (2019). After older adult maltreatment: Service needs and barriers. Journal of Gerontological Social Work, 62(7), 749-761.   

Rabiner, D. J., O'Keeffe, J., & Brown, D. (2005). A conceptual framework of financial exploitation of older persons. Journal of Elder Abuse & Neglect, 16(2), 53-73.   

Spreng, R. N., Cassidy, B. N., Darboh, B. S., DuPre, E., Lockrow, A. W., Setton, R., & Turner, G. R. (2017). Financial exploitation is associated with structural and functional brain differences in healthy older adults. Journals of Gerontology Series A: Biomedical Sciences and Medical Sciences, 72(10), 1365-1368.   

Spreng, R. N., Ebner, N. C., Levin, B. E., & Turner, G. R. (2021). Aging and financial exploitation risk. Aging and money: Reducing risk of financial exploitation and protecting financial resources, 55-73.   

Sullivan-Wilson, J. & Jackson, K.L. (2014). Keeping Older Adults Safe, Protected, and Healthy by Preventing Financial Exploitation (pp. 201-212). In Facilitating Aging in Place: Safe, Sound, and Secure (L.E. Benefield & B.J. Holtzclaw, Eds.).    

Wood, S. & Lichtenberg, P.A. (2017). Financial capacity and financial exploitation of older adults: Research findings, policy recommendations and clinical implications. Clinical Gerontologist, 40:1, 3-13.   

Course Completion & CE Information

Category I Maryland BSWE Requirement

The Office of Continuing Professional Education at the University Of Maryland School Of Social Work is authorized by the Board of Social Work Examiners in Maryland to sponsor social work continuing education programs. This workshop qualifies for 3 Category I Continuing Education Units. The Office of Continuing Professional Education is also authorized by the Maryland Board of Psychologists and the Maryland Board of Professional Counselors to sponsor Category A continuing professional education.


Please refer to the tab "Live Interactive Webinar Policies & FAQs" for UMSSW Office of CPE policies regarding all live interactive webinar related matters.

Evaluation

Participants will have access to the evaluation after attendance has been verified. Evaluations will be available for one (1) week after the workshop has ended.  

After one (1) week, participants will no longer have access to the evaluation and will have to contact CPE about reactivation.

Target Audience

Social Workers, LCPCs, and Psychologists

We welcome anyone interested in the topic!

 

Live Interactive Webinar Platforms

LIVE INTERACTIVE WEBINAR PLATFORMS

The Office of Continuing Professional Education hosts Live Interactive Webinars through two platforms: Zoom and WebEx.

Both platforms offer high quality and user-friendly webinar platforms for our registrants.

 

System Requirements:

  • Operating Systems: Windows XP or higher; MacOS 9 or higher; Android 4.0 or higher.
  • Internet Browser: Google Chrome; Firefox 10.0 or higher.

Our system is not compatible with the Safari web browser.

  • Broadband Internet Connection: Cable, High-speed DSL and any other medium that is internet accessible.

**Please have your device charging at all times to ensure that your device does not lose power during the webinar.

 

Course Interaction Requirements:

To participate in Live Interactive Webinars, you MUST have a device that allows you to view the presentation on screen and hear the instructor at all times. We do not allow participants to call-in from their phones or mobile devices and solely listen to the presentation. Participation in Live Interactive Webinars is mandatory.

Webinar Policies & FAQs

Click The Link to View The Webinar Policies & FAQs

https://umbsswcpe.ce21.com/Page/live-interactive-webinar-procedures-policies-4129

 

 

Code of Conduct

The Office of Continuing Professional Education at the University of Maryland School of Social Work adheres to the NASW Code of Ethics. This policy is to ensure that the training environment for social work professionals remains respectful, productive, and conducive to learning. Disruptive behavior that interferes with the learning process, disrupts the training experience for others, or undermines the integrity of the program will not be tolerated.

 

Expectations for Participant Engagement:

In alignment with the NASW Code of Ethics and the University of Maryland Baltimore Code of Conduct, participants are expected to demonstrate professionalism, which includes respecting confidentiality, maintaining a collaborative and respectful tone, and contributing positively to the group dynamic. Disclosures made during the training (e.g., case studies or personal reflections) must be handled with care and in accordance with ethical and legal guidelines.

All participants in the training program are expected to:

  • Engage actively in the learning process and show respect for the opinions and contributions of others.
  • Demonstrate professionalism in both attitude and behavior, maintaining respect for instructors, peers, and the training environment.
  • Maintain open communication by expressing concerns or disagreements constructively and respectfully.
  • Follow the guidelines and expectations provided by instructors and facilitators.
  • Support a collaborative learning environment where all participants feel valued and safe to contribute.

 

Instructors and CPE staff reserve the right to dismiss participants who do not adhere to ethical/professional principles and standards. If removed, CEs will be adjusted to reflect the time attended, unless otherwise specified. 

ADA Accommodations

To request ADA accommodations:

Please email our office at least four (4) weeks before the workshop. Late requests may not be accommodated.

Our email address is cpe@ssw.umaryland.edu.  

Late Fees and Refunds

The base price is $70, which includes CE credit.  

Late Fee: On 06/04/26, a non-refundable late fee of $20 is added to the base price. Late fees cannot be refunded or applied to account credit.  

Cancellations: **ALL cancellations will be subjected to a $35.00 administration fee.**  To be eligible for a refund or CPE account credit, cancellations must be made at least 24 hours before the workshop. 

For more information, please read the general policies on our website.  

Back to Top