Preventing Elder Fraud: Training Your Team to Recognize and Respond

Financial institutions play a critical role in protecting older adults from financial exploitation. As elder fraud continues to rise, frontline bank and credit union employees are often the first line of defense—uniquely positioned to recognize suspicious activity and intervene before significant harm occurs. 

As part of Older Americans Month and National Senior Fraud Awareness efforts in May, this free webinar explores how financial institutions can strengthen their approach to preventing elder financial exploitation through effective employee training. 

We discuss common elder fraud schemes targeting older adults, warning signs that frontline staff should watch for, and best practices for responding to suspected financial exploitation. Participants will also learn how structured training programs can help employees build the awareness and confidence needed to identify potential fraud and take appropriate action. 

Attendees will leave with practical strategies to help their teams better protect older customers, support regulatory expectations around elder abuse reporting, and strengthen their institution’s overall fraud prevention efforts.

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