Archive for January 2021
Understanding Fiduciary Management for Senior Citizens
A great fiduciary can provide valuable meaningful help at important time of your life. Tom and John discuss the important aspects of this critical role for seniors as they age as well as pitfalls to avoid senior exploitation.
John E. Nord, CFP
Professional Fiduciary Management Services
A Visit from the FBI about Elder Scams – Part 2
Tom and Supervisory Senior Resident Agent Zachery C. Schoffstall of the FBI discuss the over $3 billion elder scam industry and share important tips for how seniors can avoid financial hardships or what they can do about it if they are a victim of a scam.
FBI reference material for scams and elder fraud:
- https://www.fbi.gov/scams-and-safety
- https://www.fbi.gov/scams-and-safety/common-scams-and-crimes/elder-fraud
- www.ic3.gov
Zachery C. Schoffstall
Supervisory Senior Resident Agent
Coeur d’Alene & Lewiston Resident Agencies
FBI Salt Lake City Division
208-665-4400 desk
A Visit from the FBI about Elder Scams – Part 1
Tom and Supervisory Senior Resident Agent Zachery C. Schoffstall of the FBI discuss the over $3 billion elder scam industry and share important tips for how seniors can avoid financial hardships or what they can do about it if they are a victim of a scam.
FBI reference material for scams and elder fraud:
- https://www.fbi.gov/scams-and-safety
- https://www.fbi.gov/scams-and-safety/common-scams-and-crimes/elder-fraud
- www.ic3.gov
Zachery C. Schoffstall
Supervisory Senior Resident Agent
Coeur d’Alene & Lewiston Resident Agencies
FBI Salt Lake City Division
208-665-4400 desk