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Content provided by Alzheimer Society of Alberta and Northwest Territories, Alzheimer Society of Alberta, and Northwest Territories. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alzheimer Society of Alberta and Northwest Territories, Alzheimer Society of Alberta, and Northwest Territories or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Protecting Seniors from Financial Scams (Part 2) – What You Need to Know

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Manage episode 475850243 series 3515248
Content provided by Alzheimer Society of Alberta and Northwest Territories, Alzheimer Society of Alberta, and Northwest Territories. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alzheimer Society of Alberta and Northwest Territories, Alzheimer Society of Alberta, and Northwest Territories or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In Part 2 of this conversation, lawyer Doris Bonora continues to explore financial scams with a focus on phishing, business impersonation, and issues related to care partner or family fraud. Drawing on her extensive legal experience in estate planning and litigation, Doris explains how scammers use urgency and pressure to push for quick decisions. She provides practical tips to verify suspicious communications and safeguard your finances.

Key Points:

  • How scam artists use urgency, pressure, and fake promises to prompt immediate action
  • Strategies for verifying suspicious emails, phone calls, or messages (such as those mimicking reputable organizations)
  • Real-life examples of phishing tactics and business impersonation schemes
  • Tips on using Power of Attorney effectively to protect financial interests
  • The importance of slowing down, double-checking information, and consulting trusted advisors before taking action

Resources:

Disclaimer:
This podcast is for informational purposes only and does not replace professional legal or financial advice. Always consult qualified professionals to address individual concerns.

  continue reading

24 episodes

Artwork
iconShare
 
Manage episode 475850243 series 3515248
Content provided by Alzheimer Society of Alberta and Northwest Territories, Alzheimer Society of Alberta, and Northwest Territories. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alzheimer Society of Alberta and Northwest Territories, Alzheimer Society of Alberta, and Northwest Territories or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In Part 2 of this conversation, lawyer Doris Bonora continues to explore financial scams with a focus on phishing, business impersonation, and issues related to care partner or family fraud. Drawing on her extensive legal experience in estate planning and litigation, Doris explains how scammers use urgency and pressure to push for quick decisions. She provides practical tips to verify suspicious communications and safeguard your finances.

Key Points:

  • How scam artists use urgency, pressure, and fake promises to prompt immediate action
  • Strategies for verifying suspicious emails, phone calls, or messages (such as those mimicking reputable organizations)
  • Real-life examples of phishing tactics and business impersonation schemes
  • Tips on using Power of Attorney effectively to protect financial interests
  • The importance of slowing down, double-checking information, and consulting trusted advisors before taking action

Resources:

Disclaimer:
This podcast is for informational purposes only and does not replace professional legal or financial advice. Always consult qualified professionals to address individual concerns.

  continue reading

24 episodes

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