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5 Ways to Protect Seniors from Financial Abuse

Protect Seniors from financial abuse by holding regular family discussions to raise awareness. Simplify their finances by reducing credit cards and consolidating accounts. Monitor financial statements for suspicious activity. Keep legal documents updated and securely stored. Warn seniors not to share personal information over the phone unless they make the call. These actions help safeguard seniors from financial predators and empower them to manage their finances with confidence.

 

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Video Transcript

Hi, I’m Thad Schlaud, Director of Client Experience at Gainplan and today we’re going to be talking about five ways to protect seniors from financial abuse.

Step one is to facili... View Full Transcript

Categories: Education, Video

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