Preventing Exploitation: Seven Effective Strategies For Protecting Your Clients & Yourself

Credits

Faculty

Jennifer L. FitzPatrick, MSW, LCSW-C, CSP Related Seminars and Products

Jenerations Health Education

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Jennifer L. FitzPatrick, MSW, LCSW-C, CSP is the founder of Jenerations Health Education, Inc., a full service healthcare education organization. With over 20+ years experience in healthcare, Jennifer is also a gerontology instructor at Johns Hopkins University’s Certificate on Aging program. Her mission is to help healthcare organizations and professionals grow while empowering patients and their caregivers.

Jennifer appears frequently in the media and has been featured on ABC, CBS, NBC, Univision, Sirius XM and in Fast Company, Reader’s Digest, Forbes, U.S. News & World Report, The Huffington Post and many more. A member of the National Speakers Association, she is one of less than 800 Certified Speaking Professionals (CSP) worldwide. Her first book, Cruising Through Caregiving: Reducing The Stress of Caring For Your Loved One helps family caregivers and is also a resource for healthcare professionals who want to set better boundaries with patients.

Jennifer is primarily a keynote speaker at national conferences but also offers private programs to corporations, government and non-profit organizations For more information on keynote speaking, please click here.

When she’s not speaking and writing, Jennifer loves boating with her husband Sean. In nautical circles her claim to fame is being the Chesapeake Bay’s least talented first mate. Having grown up in the Philadelphia area, her secret talent is parallel parking.

Learning Objectives

Learning Objectives:

1. List at least 2 resources that can help prevent financial exploitation of older adults

2. Identify at least 2 risk factors for an older client being exploited financially

3. Name at least 1 best practice for protecting yourself/your oganization while helping an older client who may be at risk for exploitation

Agenda:

20 minutes: Who is at risk for exploitation?

20 minutes: What tools and strategies can be used to protect yourself and your oganization while helping an older adult client at risk?

20 minutes: Who can help prevent, investigate and protect older clients from exploitation?

Bibliography & References

Hall, L., Campbell, R., Gross., E., & Lichtenberg, P. A. (2022). The Impact of Financial Coaching on Older Adult Victims of Financial Exploitation: A Quasi-Experimental Research Study. Journal of Financial Counseling and Planning, 33(1), 66-78.

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.

Weissberger, G.H., Mosqueda, L., Nguyen, A.L., Samek, A., Boyle, P.A., Nguyen, C.O., & Han, S.D. (2020). Physical and mental health correlates of perceived financial exploitation in older adults: Preliminary findings from the Finance, Cognition, and Health in Elders Study (FINCHES). Aging & Mental Health, 24(5), 740-746. https://doi-org.ezproxy.umgc.edu/10.1080/13607863.2019.1571020

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. 

Ries, N. M. (2022). Enduring Powers of Attorney and Financial Exploitation of Older People: A Conceptual Analysis and Strategies for Prevention. Journal of Aging & Social Policy, 34 (3), 357-375.

Heisz, K. (2021). Beware of the Con in Conservatorships: A Perfect Storm for Financial Elder Abuse in California. NAELA Journal, 17(1), 33-56

Mann, G (2023). It’s not OK, Boomer: Preventing Financial Power-Of- Attorney Abuse of Elders. Maryland Law Review, 82(2), 181-239

Daisuke Ueno, Yasuhiro Daiku, Yoko Eguichi, Minako Iwate, Shoka Amano, Nobutaka Avani, Kaeko Nakamura, Yuka Kato, Teruyuki Matsuoka, & Jin Narumoto (2021). Mild Cognitive Decline is a Risk Factor for Scam Vulnerability in Older Adults. Frontiers in Psychiatry, 12

Rosengren, J. (2023, July 12). 5 ways to prevent elder financial exploitation . AARP. https://www.aarp.org/money/scams-fraud/info-2021/prevent-elder-financial-exploitation.html

Sun, F., Lee, J., Liu, L., & Zhang, Z. (2022). Financial Maltreatment of Chinese American Elders: An Inquiry through a Cultural Lens. Journal of Aging & Social Policy, 34(3), 375-390.

Hall, L., Campbell, R., Gross., E., & Lichtenberg, P. A. (2022). The Impact of Financial Coaching on Older Adult Victims of Financial Exploitation: A Quasi-Experimental Research Study. Journal of Financial Counseling and Planning, 33(1), 66-78.

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.

Weissberger, G.H., Mosqueda, L., Nguyen, A.L., Samek, A., Boyle, P.A., Nguyen, C.O., & Han, S.D. (2020). Physical and mental health correlates of perceived financial exploitation in older adults: Preliminary findings from the Finance, Cognition, and Health in Elders Study (FINCHES). Aging & Mental Health, 24(5), 740-746. https://doi-org.ezproxy.umgc.edu/10.1080/13607863.2019.1571020

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. 

Ries, N. M. (2022). Enduring Powers of Attorney and Financial Exploitation of Older People: A Conceptual Analysis and Strategies for Prevention. Journal of Aging & Social Policy, 34 (3), 357-375.

Heisz, K. (2021). Beware of the Con in Conservatorships: A Perfect Storm for Financial Elder Abuse in California. NAELA Journal, 17(1), 33-56

Mann, G (2023). It’s not OK, Boomer: Preventing Financial Power-Of- Attorney Abuse of Elders. Maryland Law Review, 82(2), 181-239

Daisuke Ueno, Yasuhiro Daiku, Yoko Eguichi, Minako Iwate, Shoka Amano, Nobutaka Avani, Kaeko Nakamura, Yuka Kato, Teruyuki Matsuoka, & Jin Narumoto (2021). Mild Cognitive Decline is a Risk Factor for Scam Vulnerability in Older Adults. Frontiers in Psychiatry, 12

Rosengren, J. (2023, July 12). 5 ways to prevent elder financial exploitation . AARP. https://www.aarp.org/money/scams-fraud/info-2021/prevent-elder-financial-exploitation.html

Sun, F., Lee, J., Liu, L., & Zhang, Z. (2022). Financial Maltreatment of Chinese American Elders: An Inquiry through a Cultural Lens. Journal of Aging & Social Policy, 34(3), 375-390.

Webinar FAQ

Q: How do I access the program?

A: Log in to your account at https://jenerations.ce21.com/ and you can launch the applicable program from your list of registered courses.  You may also click the link provided in your event confirmation or reminder emails and that will take you to your account. Please use the same email you used to register for your account.  If you do not recall your log-in information you may request it: https://jenerations.ce21.com/Account/Login

Q: Do I need to set up an account? / Why do I need to register?

A: Account registration is required for each individual who wishes to participate in a CEU and receive credit to maintain credit compliance requirements.  Your account will also provide you with the ability to access your program history, handouts, and ability to download your CE certificate.

Q: How can I tell if I am registered?

A: Please go to your account and your registered courses will be listed.  You will also receive a registration confirmation via your email if you have successfully registered for the program.  Be sure to check your SPAM or Junk folders as well.  If you have questions about your registration or did not receive a confirmation email, please contact Contact@jenerationshealth.com.

Q: How do I receive my CEs at the end of the webinar? /How do I get my certificate?

A: CE certificates will be made available to all participants who attend the webinar in full, and completes the evaluation found in their registration profile for live interactive programs. For on-demand programs, participants must complete the program in it's entirety as well as the evaluation and post test.  You will find these in your profile when you log in: https://jenerations.ce21.com/

Q: What if I am running late or must leave before the program ends? Will I still receive credit? 

A: Due to credit compliance standards, full attendance is required to receive CE certificate. Therefore, if you arrive to the webinar late or leave the webinar early, you may not qualify to receive a CE certificate.  Jenerations does not offer partial credit for participation.

Q: What if I get kicked out of a webinar and cannot get back in?

A: Should you have technical difficulties; you should be able to rejoin the webinar through your account profile by clicking “Launch Webinar”. Our attendees are given a grace period to rejoin; however, failure to return in time, will result in not receiving CE credits.  If technical difficulties are experienced by the entire group a notice will be sent out advising of such.

Q: Are the webinars live?

A: Yes, our Jenerations webinars are live and interactive - not pre-recorded. To receive credit, these webinars should be treated as if you are attending an in-person course in a classroom setting and will also require a minimum participation.  This is tracked via your online participation as well as polls/quiz responses and other applicable certification requirements.

NOTE: Jenerations also offers On-Demand content.  This content is pre-recorded.  Credits may differ from the original Live Webinar offering.

Q: Who are you authorized by?

A: While most licensing boards for social work accept CE, credits provided by (ASWB), licensees are responsible for determining where specific courses meet their jurisdiction’s requirements.  State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit.  **It is the responsibility of the registered user to review the details of each program and the credit approvals (noted in the approval statement under the Credits tab) on the website to determine which CE approvals are being offered for each course.

Jenerations Health Education is approved by the following organizations:

• The Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) Program, #1494, which is accepted by most States and Provinces. https://www.aswb.org/ace/ace-jurisdiction-map/
• The Maryland Board of Social Worker Examiners (BSWE).
• Jenerations Health Education is an approved continuing education provider by the Texas State Board of Social Work Examiners – Provider # 6859.
• Jenerations Health Education, Inc. is recognized by the New York State Education Department's State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0130*Live In-Person, Live Online and Self-Study
• Jenerations Health Education is approved by the National Academy of Certified Care Managers (NACCM) as a continuing education provider, #20-801JHE.
• Jenerations Health Education is approved by the California Board of Registered Nursing, Provider #: 17753 for 1Contact Hours. This certificate must be retained by the licensee for a period of four years after the course ends. Please make sure to check with your own state board to ensure transferability of the CE credits.

Jenerations Health Education regularly submits programs to the following entities for program approvals:

• Commission for Case Management Certification (Certified Case Managers)
• NAB/NCERS (Nursing Home Administrators)
• National Council of Certified Dementia Practitioners and International Council of Certified Dementia Practitioners (Certified Dementia Practitioners)
• Certified Financial Planner Board of Standards (Certified Financial Planners)
• Association of Social Work Boards, ACE program (ASWB ACE)

Q: Are there specific equipment or technical requirements?

There are recommended system settings and system requirements.  System requirements are:

• Operating Systems: Windows XP or higher, MacOS 9 or higher, Android 4.0 or higher
• Internet Browser: Internet Explorer 9.0 or higher, Google Chrome, Firefox 10.0 or higher
• Broadband Internet connection: Cable, High-speed DSL & any other medium that is internet accessible.

It is recommended to have a wired connection or at minimum a strong wireless connection.  Should you lose connectivity to the program it may impact your attendance which can impact the participation needed to obtain credit. 

Q: Do you offer ADA Accommodations?

A: Yes! If you are requesting ADA accommodations, please contact us via email at contact@jenerationshealth.com  at least two weeks prior to the course date. Requests after that date may not be fulfilled. 

Q: What do I do if I have a complaint/grievance?

A: For grievances, contact Jenerations Health Education at 443-416-7710 or contact@jenerationshealth.com. 

Policies & Accommodations for Live Interactive Webinar

See below for policies and accommodations information:

• Successful completion of our continuing education programs will require attendance for the entire event as well as completion & submission of the evaluation for at the conclusion of the webinar.  Certificates will be provided via your account once program requirements have been met.
• To request an ADA accommodations, please contact us via email at contact@jenerationshealth.com  at least two weeks prior to the course date. Requests after that date may not be fulfilled. 
• For grievances, contact Jenerations Health Education at 443-416-7710 or contact@jenerationshealth.com.
• Refund Policy Live Interactive Webinars:
  • Registrations for live interactive webinars may be canceled 15 days prior to the program date with full refund.
  • Cancelations made after this date will receive credit for another Jenerations live interactive webinar.
  • Please email contact@jenerationshealth.com to discuss refund and/or exchange.