ICFE Webinar Series (Accepted for AFCPE/CFP CEUs and Accredited
Elder Care Victimization: When Trusted Individuals
Become Trust Violators: One CE Webinar
(December 8th, 2:00 pm EST)
According to a recent combined study from MetLife Mature
Market Institute (MMI), The National Committee for the
Prevention of Elder Abuse (NCPEA), The Center for Gerontology at
Virginia Polytechnic Institute and State University entitled,
"Broken Trust: Elders, Family and Finances" reports that the
annual financial loss by victims of elder financial abuse is
estimated to be at least $2.6 billion dollars. It is vitally
important for attorneys and any persons who help the elderly
with their finances which could be Counselors, Financial
Planners, Accountants, Insurance Agents, etc. to be educated
about fraud and financial ethics when it comes to family
financial fraud. Often times, it may only be the client's
attorney or financial advisor who can uncover and reveal
financial abuse that can be occurring within a client's trusted
Webinar leader/instructor Peggy Tracy, MBA, CFP', CDFA', CFE,
having extensive training on fraud criminology relating to
family finances, has made it her personal goal to educate
attorneys, financial planners, accountants, insurance planners,
and anyone else who might be able to spot fraudulent criminal
activity involving family finances.
The Institute of Consumer Financial Education (ICFE) in
conjunction with Global Information Research & Retrieval, LLC is
making a series of new webinars available. Two new webinar
programs will be presented on December 8th, 12:00 pm EST, and
2:00 pm EST.
Elder Care Victimization: When Trusted Individuals Become
Trust Violators webinar December 8th, 2:00 pm EST, has been
accepted for one hour of continuing education class for ACFPE
certificate holders, Certified Financial Planners (CFP),
Registered Financial Consultants (RFC), Personal Financial
Planners (PFP), Chartered Life Underwriters (CLU - PACE),
Chartered Financial Consultants (ChFC), Life Underwriter
Training Council Fellow (LUTCF- PACE) CFP Sponsor ID: 2943, FFF,
1.0 credit hour.
This class is also accredited for CLE as participatory credit
through Sponsor Global Information Research & Retrieval, LLC,
SearchitRight.com for one hour in particular states
including CA and NC.
Family Financial Fraud - Piecing Information Together. This
webinar is designed to explain the basics of fraud detection and
prevention amongst family members as well as outside sources of
fraud. Elder care fraud and abuse are highlighted as well as
understanding theft possibilities with various professionals the
family might employ. The fraud triangle will be explained and
solutions to safeguard your assets and your family from
misappropriation of funds, forgeries and fraudulent schemes.
Sign up for the Webinar before December 8th at 2:00 PM EST,
or call Donna Fryer 336 665-0977.
This class can be combined with Family Financial Fraud:
Piecing Information Together Webinar for 2 hours of continuing
Sign up for this class or call Donna Fryer 336 665-0977.
Each live Webinar credit hour is $49/hr or $99/hr for
recorded sessions. Check registration for combined discount and
About Peggy Tracy, MBA, CFP', CDFA', CFE , Priority Planning:
A Certified Divorce Financial Analyst and Certified Fraud
Examiner. Her practice specializes in family and divorce fraud
examinations. Please visit her website at
PriorityPlanning.biz for more information.
Global Information Research & Retrieval, LLC (GIRR) has been
in business for 19 years researching topics for clients and
specializes in developing and delivering quality continuing
legal education programs for attorneys live, recorded, and by
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About the ICFE:
The Institute of Consumer Financial Education (ICFE) was founded in 1982 by the late Loren Dunton (creator of the Certified Financial Planner (CFP) designation). The ICFE is dedicated to helping consumers of all ages to improve their spending, increase savings and use credit more wisely.
The ICFE is an award winning, nonprofit, consumer education organization that has helped millions of people through its education programs and Resources. It publishes the Do-It-Yourself Credit File correction Guide, which is updated annually. The ICFE has distributed over one million Credit/Debit Card Warning Labels and Credit/Debit Card Sleeves world wide.
The ICFE became an official partner with the Department of Defense/Financial Readiness Campaign in June of 2004.The ICFE was an active partner in the California Student Debt Resource Awareness Project (CASDRAP) which resulted in a new web site: (studentdebthelp.org). CASDRAP disbanded in 2010, shortly after the web site project was completed. In 2011 the ICFE assumed the single sponsorship of the (studentdebthelp.org) web site and is now responsible for its content and operation.
The ICFE is also an on-line help for consumers who spend too much. ICFE's spending help was featured in PARADE Magazine in the Intelligence Report section. The money helps and tips are from the ICFE's Money Instruction Book, our course in personal finance.
Visit the ICFE's other web sites at: www.financial-education-icfe.org and studentdebthelp.org. Both sites helps consumers and students with mending spending, learning about the proper use of credit, budget and expense guidelines, how to set up and implement a spending-plan and also how to access financial education courses and how to teach children about money. Other ICFE services include: Ask Mr. G, a free eNews, and an online resource center for students, parents and educators, plus financial education learning tools and a book store.