The Wolf at the Door: Shielding Loved Ones from Scams and Fraud

Several scenarios will be discussed to demonstrate the importance of and methods to protect our loved ones from scams and fraud. You will learn to detect warning signs as well as how to put safeguards in place to deter criminals, prevent unauthorized access and minimize risk of identity theft.

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Presenters: Barbara Scurry, Founder & CEO of “Your Senior Partners”. Rachel Donnelly, Founder & CEO of “AfterLight”

In 2011, Barbara Scurry created Senior Partners to be a financial advocate that provides peace of mind to seniors who are struggling with their daily life and money matters. Barbara and her staff get things done for their clients, protect them from fraud, help keep them independent, and save them money. Rachel Donnelly is a driven and compassionate entrepreneur who has used her personal experiences to create meaningful change for others. After enduring several losses, including the death of her parents, she founded AfterLight, a business that assists clients in managing the administrative tasks associated with legacy planning and after loss. Rachel is also the co-founder of Professionals of After Loss Services (PALS), a training and support network for industry professionals who offer services to individuals and families after the loss of a loved one.

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