| Date |
Place |
Speakers/Description |
Sponsors |
Download Flyers |
2009 Events |
| 11/5/09 |
Concord
Concord Senior Center
ID Theft Workshop |
CASE Event
[Communities Against Senior Exploitation] |
|
|
| 9/9/09 |
Pleasant Hill
Retired Kaiser Employees
Zio Fredo Restaurant |
CASE Event
[Communities Against Senior Exploitation] |
|
|
| 8/13/09 |
Antioch
Antioch Senior Center
Video & PowerPoint
415 W 2nd Street
10 - 11:30 |
CASE Event
[Communities Against Senior Exploitation] |
|
|
| 8/4/09 |
San Francisco
Excelsior Senior Center |
Be Wise Seminar: Spanish Presentation
Speakers:
José Cisneros, Treasurer
John Avalos, District 11 Supervisor
Sonia Lopez, Patelco Credit Union
Marco Chavarin, Bank on San Francisco
Omar Reyes, SF District Attorney’s
Office |
Patelco, NHC, Elder Financial Protection
Network (EFPN) |
.pdf |
| 7/30/09 |
339 Wiget Lane
St. Matthew Lutheran Church
Shaw Teen Center
339 Wiget Lane
John Helgeson
925-933-2396
Noon to 1:30 |
Avoiding Financial Abuse
Young@Heart Group |
|
|
| 7/16/09 |
Richmond
County Employment & Human Services
Bldg
1275 A Hall Avenue
9am - 10:30 |
CASE Event
[Communities Against Senior Exploitation]
25 attendees
CASE Trainers: S. Krohn, Ruth Atkin, Mary Chapman, /Barbara Smith,
Eli Williams |
|
|
| 7/7/09 |
Martinez
Martinez DA's Office |
CASE Event
[Communities Against Senior Exploitation] |
|
|
| 6/11/09 |
San Francisco
West Bay Conference Center |
Day-Long Community Education Event
Keynote Speaker: Paul Henderson, Chief
of Administration, San Francisco District
Attorney’s
Office |
Citi, West Bay Conference Center,
Elder Financial Protection Network,
Seniors Against Investment Fraud (SAIF),
San Freancisco District Attorneys |
.pdf |
| 5/28/09 |
San Pablo
San Pablo Senior Center |
Community Education Event |
|
|
| 5/21/09 |
Richmond |
CASE Event
[Communities Against Senior Exploitation] |
|
|
| 5/14/09 |
Walnut Creek
Dow Credit Union |
Staff Training |
|
|
| 5/8/09 |
Novato
All Saints' Lutheran Church
2:30 |
Novato Vision Support Group |
|
|
| 4/15/09 |
Oakland |
Oakland Rotary Club |
|
|
| 3/11/09 |
San Francisco |
San Francisco Institute on Aging MDT Meeting |
|
|
| 3/4/09 |
San Rafael
Bank of Marin
Workshop info |
San Anselmo Chamber of Commerce, Weekly Financial Crisis Workshop
Jenefer Duane, Founder & CEO, Elder Financial Protection Network (EFPN)
Terry Aman, AVP Wealth Management, Elder Financial Protection Network, EFPN Board of Directors |
San Anselmo Chamber of Commerce |
|
| 2/21/09 |
San Francisco
San Francisco LGBT Center
|
LGBT Economic Empowerment Day |
|
|
| 2/20/09 |
Pleasant Hill
John F. Kennedy University
Call 925.755.3686 for details
|
CASE Event
[Communities Against Senior Exploitation] |
Contra Costa County District Attorney, JFK University
Elder Law Clinic, Contra Costa for Every
Generation, Elder Financial Protection Network, California Department
of Consumer Affairs, A-Maze-ing
Solutions Foundation, East County Senior Coalition, City of
Richmond Commission on Aging |
.pdf |
| 2/12/09 |
Walnut Creek
Jewish Community Center Auditorium
2071 Tice Valley Blvd.
RSVP 925.787.5413
|
Elder Abuse & Fraud: How NOT to be a victim |
|
.pdf |
| 2008 Events |
|---|
| 12/2-5/08 |
San Francisco
Hyatt Regency Fisherman's Wharf
Online
Registration |
California District Attorneys Association's 2008
Elder Abuse Symposium
Thursday, December 4, 2008
1:30 - 2:30
Community Outreach, Education
and Prevention
Jenefer Duane, Founder & CEO, Elder Financial Protection
Network
The Honorable Stephan Passalacqua,
District Attorney, Sonoma County |
Elder Financial Protection Network |
|
| 12/5/08 |
San Rafael
Smith Ranch Homes |
Jenefer Duane, CEO and Executive Director, Elder Financial
Protection Network, Carol Young, Vice President/Senior Trust
Office, Bank of Marin, Bill Sullivan, Vice President/Relationship
Manager, Bank of Marin
A free workshop for elders on the prevention of fraud, scams,
identity theft and other types of financial exploitation.
A free workshop for elders on the prevention of fraud,
scams, identity theft and other types of financial exploitation. |
Bank of Marin, Elder Financial
Protection Network, Seniors Against Investment
Fraud (SAIF)
Co-Sponsors: MarinFAST and The Marin Community Foundation |
.pdf |
| 11/20/08 |
Casa Grande, AZ
Casa Grande Public Library
449 North Dry Lake Street
520.544.4700 x124 |
Bank of the West Be Aware Seminar
Keynote:Jenefer Duane,
Founder and CEO - Elder
Financial Protection Network
Panelists: Christine Powell,
Assistant Attorney General,
Child and Family Protection
Division
Tina Dannenfelser, Manager,
Adult Protective Services,
Arizona Department of Economic
Security
Jan Cardoza, Ombudsman, Long-Term
Care, State of Arizona
Robert C. Brown, Special Assistant
County Attorney, Pinal County
Attorney’s Office
|
Host:Tim Sieferman, SVP - Regional Manager & Ami Posey,
VP - Branch Manager
Bank of the West |
Flyer .pdf |
| 11/14/08 |
Santa Clara
Santa Clara Convention Center
408.975.4999
www.seniorforumonline.com |
17th Annual Adult Services Resource Forum to Help Seniors
Prevent Financial Exploitation
and Protect Their Assets
Santa Clara County Teams
up with Financial Institutions
to Empower Older Residents,
Resource Faire to Promote
Programs and Services
 Keynote speaker: Michael
Finney, “7 on
Your Side”, KGO-TV
Deborah Braver – State of California Department of
Corporations, Seniors Against
Investment Fraud (SAIF)
Prescott Cole – Attorney – California Advocates
for Nursing Home Reform (CANHR)
Kim Connors – Santa Clara County Deputy District Attorney – Department
of Aging and Adult
Services Financial Abuse
Specialist Team (FAST)
Jenefer Duane – Founder and CEO, Elder Financial Protection
Network (EFPN)
Joaquin Murphy – California Department of Consumer Affairs
(CDCA) Bureau of Automotive Repair
Lisa Nerenberg – Speaker, Trainer, Consultant
Naya Ocampo – Rebuilding Together Agency
Fred Shuherk – Star One Credit Union – Web Services
Manager
Valerie Smith – Santa Clara County Adult Protective
Services,
Department of Aging and Adult
Services Financial Abuse Specialist Team
(FAST) Supervisor
Carl Vega – Contractor’s State License Board (CDCA) |
County of Santa Clara Department of Aging and Adult Services
Star One Credit Union
County of Santa Clara Financial
Institutions Team (FIT)
The Elder Financial Protection
Network (EFPN) |
Flyer .pdf
Press Release .pdf
SeniorForumProgram
.pdf |
| 11/7/08 |
Walnut Creek
Pacific National Bank
Rossmoor Branch
1910 Tice Valley Blvd.
Walnut Creek, CA 94595
925.210.8720
|
Jenefer Duane, Founder & CEO, Elder Financial Protection
Network
Eloise
Sotelo, Supervisor, Adult Protective
Services |
Pacific National Bank, Contra Costa County,
Seniors Against Investment
Fraud (SAIF), EFPN. |
.pdf |
| 10/1/08 |
San Francisco
West Bay Conference Center |
San Francisco District Attorney, Kamala Harris, to Provide
the Keynote Address
Assistant District Attorney Alan Kennedy, Laurel Pollack,
SFDA's Consumer Protection Network
Panel Moderator: Helen Karr, Elder Abuse Specialist
Panel: Bruce Saugez, California Department of Consumer Affairs;
Karen Nicely, Investigator, Contractors State License Board
and Victoria Joseph from Citi
A free workshop for elders on the prevention of fraud, scams,
identity theft and other types of financial exploitation. |
CITI
Co-Sponsors:
San Francisco District
Attorney's Office, CA Department
of Consumer Affairs, CA Department
of Corporation - Seniors
Against Investment Fraud
(SAIF) Program, and the West
Bay Conference Center, EFPN |
.pdf
MarketWatch
International Business Times |
| 8/19/08 |
Fairfax
Bennett House
53 Taylor Street
415.457.0795 |
Jenefer Duane, CEO and Executive Director
Elder Financial Protection Network
David Ball, Consumer Services Officer,Marin
County District Attorney’s Office
A free workshop for elders on the prevention of fraud,
scams, identity theft and other types of financial exploitation. | Marin County District Attorney’s Office, Elder Financial
Protection Network, Seniors
Against Investment Fraud
(SAIF), Wells Fargo, MarinFAST,
Delano Market |
.pdf
Press Release |
| 6/17/08 |
San Francisco
Visitation Valley Community Center
66 Raymond Street
415.467.4499
|
Alan Kennedy, San Francisco Assistant District Attorney
Helen Karr, Elder Abuse Specialist
Sean Do, Victim Advocate/Community Project Director |
Patelco Credit Union, Seniors Against Investment
Fraud (SAIF), EFPN |
.pdf |
| 6/5/08 |
Clayton
SIRS
|
|
|
|
| 5/21/08 |
Oakland
International Association
of Workplace Employees |
|
|
|
| 4/29/08 |
San Francisco
Visitation Valley Community
Senior Center Big Gym
66 Raymond Street
415.467.4499 |
Alan Kennedy, San Francisco Assistant District
Attorney
Helen Karr, Elder Abuse
Specialist,
San Francisco District Attorney’s Office
Citibank Presenter - TBA |
CITI
Co-Sponsors:
Seniors Against Investment
Fraud (SAIF), EFPN |
.pdf |
| 4/11/08 |
Novato
All Saints Lutheran Church
2 San Marin Drive
415.897.3937 |
Novato Vision Support Group - presentation on Elder financial
abuse prevention for visually-impaired
group
Jenefer Duane, Founder and CEO,
Elder Financial Protection Network |
Marin Community Foundation
Seniors Against Investment Fraud (SAIF), EFPN |
|
| 4/10/08 |
Des Moines, IA
Downtown Central Library
515.883.1953 |
Jenefer Duane, Founder and CEO,
Elder Financial Protection
Network
Video
of Representative Leonard Boswell, Co-Sponsor EJA,
(4.2mb)
View on YouTube |
Bank of the West |
Flyer .pdf
Press Release .pdf
|
| 4/1/08 |
Seal Beach
California National Bank, Seal Beach Branch
562.598.7627 |
Jenefer Duane, Founder and CEO,
Elder Financial Protection
Network |
Seniors Against Investment Fraud (SAIF), EFPN |
.pdf |
| 2/27/08 |
San Francisco
Call To Action 2008
BLOG
Archives
Photo Gallery |
Bill Lockyer, California State Treasurer
Bob Blancato, National
Coordinator, Elder Justice
Coalition
Bill Cheney,
President/CEO,California/Nevada
Credit Union Leagues
Master of Ceremonies:
Paul Greenwood,
Head of the San Diego
District Attorney’s
Office, Elder Abuse Prosecution
Unit |
PLATINUM
Bank of the West
Brayton Purcell
Fremont Investment & Loan
Wells Fargo
GOLD
Bank of America
Bank of Marin
Citibank
First Bank
First Republic Bank
KeyPoint Credit Union
Star One Credit Union
Washington Mutual
Western Payments Alliance
SILVER
California Credit Union League
Contra Costa Federal Credit
Union
Foothill Securities
Northern Trust
Pacific National Bank
Scott Law Firm
Vineyard Bank
BRONZE
First Federal Bank
Pacific Service Credit Union
San Diego National Bank
Co-sponsored by:
California State Sheriffs Association
The Mitford Institute |
|
| 1/17/08 |
Lafayette
Lafayette Community Center
500 St. Mary’s Road
925.284.5050 |
Shirley Krohn, Senior Assembly Member, California Senior
Legislature
Free workshop for elders entitled: BE WISE: Avoid Fraud, Scams
and Identity Theft.
includes:
panel of local resources. |
Contra Costa Federal Credit Union, Seniors Against Investment
Fraud (SAIF), EFPN.
In collaboration
with: California State Assemblywoman,
Loni Hancock, California
Department of Corporation, Seniors Against Investment Fraud, & Lafayette
Senior Services |
.pdf |
| 2007 Events |
| 11/16/07 |
Los Angeles
Chinatown Senior Citizens' Service Center |
Mr. Frances Lau, First Bank, Mr. Peter Mock, California Department
of Corporations, Mr. Ken
Lou, Los Angeles Police Department |
First Bank, Far East National Bank, Chinatown Senior Citizens'
Service Center, Seniors Against
Investment Fraud (SAIF), Elder
Financial Protection Network,
Wise & Healthy Aging, Los
Angeles Police Department |
.pdf |
| 10/29/07 |
San Francisco |
6th Annual Financial Literacy Day: Best Practices Forum |
Community Trust Credit Union, Patelco Credit Union, Nevada Credit Union League, California Credit Union League |
.pdf |
| 10/24/07 |
Fresno
TorNino's
5080 North Blackstone Ave.
|
Bank of the West and Elder Financial Protection Network presenting.
Speakers: Bob Shaffer, Regional
Manager and Senior Vice-President
of Bank of the West; Jenefer
Duane, CEO & Executive Director EFPN; AARP, Fresno County
Adult Protective Services,
Fresno County Sheriff’s Department
- Elder Abuse Investigation
Unit, Fresno District Attorney’s Office - Elder and Dependent
Adult Abuse Unit, Fresno-Madera
Area Agency on Aging and
Fresno Police Department
- Elder Abuse & Dependent Care Unit |
Bank of the West |
.pdf |
| 10/8/07 |
San Pablo
Moose Lodge
13233 San Pablo Ave. |
Sons In Retirement Monthly Meeting |
Bank of America Consumer Education Endowment Fund |
|
| 10/3/07 |
Walnut Creek
Civic Park Community Center
1375 Civic Drive |
Walnut Creek Deaf Seniors/Advocacy & Referral Agency |
Bank of America Consumer Education Endowment Fund
|
|
| 9/19/07 |
Vacaville
Travis Credit Union
Community Room
1 Travis Way |
Representatives from Dept. of Consumer Affairs,Solano FAST,
Elder Law Attorney & District Attorney’s
office In collaboration w/AAA
serving Napa & Solano |
Travis Credit Union |
|
| 9/11/07 |
San Francisco
South Sunset Senior Center
2601 40th Avenue |
Presentation translated into Chinese
In collaboration w/ S.F. District Attorney’s office. |
Patelco Credit Union, Far East National Bank |
|
| 8/15/07 |
Chico |
Michael L. Ramsey, Butte County District Attorney; Paul
Greenwood, Deptuty District
Attorney; Jenefer Duane,
CEO & Executive Director
EFPN; Amy Kao, Accounting
Manager, TRI Counties Bank |
Butte County Adult Protective Services, Butte County District
Attorney’s Office, Legal Services of Northern California,
PASSAGES, Butte County
Public Health Department
and Butte County Elder
Services Coordinating Council,
Tri Counties Bank |
|
| 6/25/07 |
Berkeley |
Ruth W. Robeson, Esq., Program Director,
Elder Financial Protection Network |
Seniors Against Investment Fraud (SAIF), Elder
Financial Protection Network |
|
| 6/24/07 |
San Pablo |
Ruth W. Robeson, Esq., Program Director,
Elder Financial Protection Network |
Seniors Against Investment Fraud (SAIF), Elder Financial Protection
Network |
|
| 5/31/07 |
Oakland |
Shirley Krohn, CSL Senior Assemblymember |
Contra Costa Federal Credit Union; Elder Financial Protection Network;
Seniors Against Investment Fraud (SAIF), In collaboration with: California State Assemblywoman Loni Hancock |
.pdf |
| 5/24/07 |
Emeryville |
Shirley Krohn, CSL Senior Assemblymember |
Contra Costa Federal Credit Union; Elder Financial Protection
Network;
Seniors Against Investment Fraud (SAIF)
In collaboration with: California State Assemblywoman Loni Hancock |
.pdf |
| 5/24/07 |
Novato
Margaret Todd Senior Center |
|
|
|
| 5/23/07 |
San Jose
San Jose Elk's Lodge #522
444 West Alma Ave. |
Keynote: Jenefer Duane, CEO, EFPN
San Jose Police Department,
Santa Clara Police Department,
Santa Clara County Adult
Protective Services, Council
on Aging |
Bank of the West, Elder Financial Protection Network |
.pdf |
| 5/9/07 |
Berkeley |
Shirley Krohn, CSL Senior Assemblymember |
Contra Costa Federal Credit Union; Elder Financial Protection
Network;
Seniors Against Investment Fraud (SAIF)
In collaboration with: California State Assemblywoman Loni Hancock |
.pdf |
| 4/3/07 |
San Francisco |
Jenefer Duane, CEO & Executive Director
Elder Financial Protection
Network
Alan Kennedy, Assistant District
Attorney
San Francisco District Attorney’s Office
Panel of local resource representatives |
Patelco Credit Union, Elder Financial Protection Network,
San Francisco District Attorney's Office, Spectrum Federal
Credit Union, Seniors Against Investment Fraud |
.pdf |
| 3/13/07 |
San Francisco |
Shirley Krohn, Senior Assembly Member, California Senior Legislature |
Patelco Credit Union, Elder Financial Protection Network, Spectrum
Federal Credit Union, Seniors Against Investment Fraud |
.pdf |
| 2/20/07 |
San Francisco
Call To Action |
The Honorable Kamala D. Harris
District Attorney, City & County of San Francisco
Charlene Zettel
Director, California Department
of Consumer Affairs
Bill Cheney
President & CEO, California Credit Union League
Robert Mooney
Acting Deputy Director,
Federal Deposit Insurance Corporation
Master of Ceremonies:
Paul Greenwood
Head of the San Diego District
Attorney’s Office, Elder Abuse Prosecution Unit |
Gold
Fremont Investment and Loan
Bank of the West
Brayton Purcell
Silver
Star One Credit Union
California Credit Union
League
Bronze
Bank of Marin
First Bank
First Republic Bank
Harland Educational Services
Pacific National Bank
Patelco Credit Union
Printing Industries Credit
Union
San Francisco Fire Credit
Union/San Mateo Credit Union
Summit Marketing
Co-sponsored by:
California State Sheriffs
Association
The Mitford Institute |
|
| |
|
|
|
|
| ARCHIVES: Alameda | Contra
Costa | Fresno | Los
Angeles |
Marin | Napa
| San Diego | Santa
Clara | Santa
Cruz |
San Francisco | Solano | Sonoma | US |
