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Coffee & Conversation at Watergate: Protect Yourself from Scams Targeting Seniors

When:
Tuesday, April 8, 2014, 11:00 AM until 12:00 PM
Where:
The Clipper Club
http://www.watergatecommunityassociation.com/recreation.html
 5 Captain Dr
Emeryville, CA  94608
Additional Info:
Event Contact(s):
Tobey Klein
Category:
Neighborhood Group
Registration is required
Payment In Full In Advance Only

Coffee & Conversation at Watergate
Tuesday, April 8
 
Regularly scheduled for 2nd Tuesdays of the Month
11:00 am – 12:00 pm

How to Detect a Black Sheep on a White Horse
or
How to Recognize and Protect Yourself from Scams Targeting Seniors

presented by Kristen Southworth
of Southworth, Chavez & Day-Seiter LLP, Elder Law and Estate Planning

Kristen will use her expertise and experience to focus on identifying techniques of individuals and organizations that target and swindle seniors.  She will discuss scams involving sweepstakes, prescription drugs, insurance, trusts and reverse mortgages, and will provide tips on how to prevent this type of financial abuse.

Topics covered will include:

 

Scam Artist’s Art of Getting a Foot in Your Door: Scam Artist’s Techniques

•             Email (lottery and friend traveling scam)

•             Telemarketing (Medical Device Scam)

•             Mail (Sweepstakes scam)

•             Research on Internet--Counterfeit Prescription Drugs

•             Advertisement/Free Seminar Trust Mills

 

Some Strategies to Protect Yourself:

•             Living Trusts

•             Annuities

•             Long Term Care Insurance

•             Life Insurance

•             Reverse Mortgage

•             Seek Advice of Trusted Family Member or Friend

•             Consult Attorney and Accountant or Financial Advisor


For questions, contact:

Tobey Klein:  510-653-4205 or witboat@gmail.com

Sam Foushee:  510-658-4915 or slfoushee@comcast.net



Parking: Please park on Powell St., on the South side of the street, closest to the Bay.
 
Getting to the Clipper Club after parking: Cross Powell St., and walk down Captain's Drive. The Club will be about half a block down on the left.
 
All Ashby Village Members and Volunteers Welcomed! 

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