Category Archives: Fraud Prevention

Victim of Fraud – What to Do Now, Soon and Later

Blogs, Financial Planning, Fraud Prevention, NewsBy Brenna Baucum June 12, 2023

Victim of Fraud – What to Do Last year, a dear friend of mine became a victim of fraud. She came across an investment opportunity with a small business promising great returns for initial investors. She wired $100,000, only to find weeks later that the company didn’t exist. When sharing this story with me, she…

Preventing Financial Exploitation

Blogs, Financial Planning, Fraud Prevention, News, Retirement Planning, Wealth ManagementBy Brenna Baucum February 6, 2023 1 Comment

I recently completed the AARP BankSafe Training, an initiative recognized nationally and internationally as a leading resource for the financial industry in preventing financial exploitation. The course provided several client scenarios, quizzes, and resources around handling each. Here are the three main takeaways I thought you should know about: 1. Victims of financial exploitation typically…