Director of Education and Content, Carefull
Cameron Huddleston is the author of “Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances” and an award-winning journalist with more than 20 years of experience writing about personal finance. Her work has appeared in Kiplinger’s Personal Finance, Chicago Tribune, Forbes.com, Yahoo! Finance and many more online and print publications. Cameron is frequently interviewed as a family finance expert by the media, including CNBC, MSNBC, CNN, NPR, The New York Times and more than 100 podcasts.
Learn the top scams impacting older adults (comprising 66% of overall bank deposits) and what your credit union can do to keep your most vulnerable and valuable members safe with education, guidance, oversight, intervention.
Financial institutions are spending millions annually on fraud detection technology to combat the latest scams – yet fraud losses continue to rise. Rather than spending time and money fighting back, credit unions should be spending more time on prevention, starting with the member. Learn what you can do to empower your members to prevent fraud.
Identifying elder financial exploitation can be a delicate balance, especially for advisors. The increased sophistication of scammers and the sheer variety of vulnerabilities has put advisors in a challenging position. A lot is at stake, including, but not limited to, a firm’s exposure to liability. Find out what you can do to get in front of these hard conversations and how to tackle them when they occur.
