Event Information:

Date: May 8, 2025

Time: 12:00 - 1:00 PM

Format: Zoom

As our population ages, the risk of financial exploitation and abuse among older adults is on the rise. In fact, elder financial fraud is one of the fastest-growing crimes in the United States, resulting in over $1.1 billion in reported losses in 2023 alone, according to the Federal Trade Commission.

Kimelman & Baird invites you to join an important educational webinar hosted in partnership with Fidelity Investments, aimed at helping clients, caregivers, and professionals identify warning signs, understand risk factors, and take proactive steps to protect those who may be vulnerable due to diminished capacity.

Featured Presenter:
Kyle Fliehman, Senior Director, Financial Intelligence Group – Fidelity Investments will share valuable insights from his work in identifying and preventing financial exploitation, including real-world scam examples and practical tips to strengthen financial safeguards.

Who Should Attend:
This is a must-attend session for all Kimelman & Baird clients, trusted contacts, family members, friends, and anyone caring for aging family members, professionals working with retirees, or individuals planning for their own long-term financial security.

What You’ll Learn:

• The “Perfect Storm” Affecting Older Adults: How loneliness, isolation, and cognitive decline intersect with financial vulnerability.
• Common Scams Targeting Seniors: Learn how to recognize and respond to romance scams, government impersonation fraud, and the emerging “pig butchering” scam tactic.
• Red Flags to Watch For: Behavioral cues and financial patterns that may indicate diminished capacity or active exploitation.
• Best Practices for Prevention and Planning: From maintaining social connections to setting up trusted contacts and monitoring accounts, discover how families can protect financial well-being before a crisis occurs.

You’ll also receive resources and planning tools to help you or your loved ones build resilience against fraud—plus guidance on how to start conversations about future financial needs and wishes.

Registration is free. Reserve your spot today to stay informed, stay connected, and stay protected.

Register Here

Kimelman & Baird is not affiliated with Fidelity Investments. The views expressed by the speaker or third party in the webinar are those of the speaker or third-party. Any such material or information presented by a third-party is for informational purposes only. Kimelman & Baird makes no representation as to the accuracy of any information presented by a third-party.