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Elder Investment Fraud

Margaret W. Baker, PhD, RN, FAAN

Associate Professor, Department of Biobehavioral Nursing & Health Systems
Associate Dean for Academic Affairs
School of Nursing
University of Washington

Tyler Letey

Washington State Department of Financial Institutions

Learning Objectives

By the end of this lecture, you should be able to:

  • List key factors that increase an older person’s vulnerability to elder investment fraud and financial exploitation.
  • Describe common financial exploitation schemes and practices.
  • Describe when to and where to refer patients deemed high risk for appropriate sources for assistance.

[From the Winter 2012 Geriatric Healthcare Lecture Series]