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Be Wise Prevent Fraud and Financial Abuse in Your Community

EFPN logoOur Mission

Elder Financial Protection Network works to prevent financial abuse of elders through innovative partnerships that build public awareness, drive community outreach and provide professional training.


All California financial institutions are now required by law to report suspected elder financial abuse.

Be Wise: Recognize and Report Elder Financial Abuse is the premier elder financial abuse prevention training program available for financial institution employees.

Products and Services
Order video, DVD, Toolkit, or online training (pdf:479kb)
Preview video introduction (MOV: 3kb)
Elder Financial Abuse Policy for Financial Institutions ~ NEW! (pdf:212kb)
Free Community Resources
Updated Financial Abuse Reporting Form (Soc 342) with Instructions (pdf:27kb)
Adult Protective Services County Contact List (pdf:138.5kb)
Law Enforcement Contact List by City (pdf:121kb)
Senate Bill No.1018, Chapter 140 (pdf:153kb)
EFPN's Client List
Training Clients (pdf:249kb)
We salute our Training Clients & Partners for their commitment to protecting elders from financial abuse & exploitation!

Support our work to prevent financial abuse of elders

Make a Donation

In addition to helping prevent elder financial abuse, your company or organization can receive further benefits from partnering with EFPN:

  • Affiliation with a reputable, progressive nonprofit organization
  • Increased brand awareness from program sponsorships
  • Goodwill and positive image recognition
  • Community Reinvestment Act credit (for banks)

Partnership information (pdf:158kb)

© 2002-

 
Elder Financial Protection Network presents
Call to Action 2008

The Banker’s Club ~ Carnelian Room
555 California Street, 52nd Floor, San Francisco, California

Call To Action 2008 was a resounding success. More than 300 representatives of California financial institutions, law enforcement, and social service agencies came together to acknowledge our collective determination to protect elders from financial abuse and exploitation.

Call To Action 2008 Photo Gallery

Online silent auction
Offering elegant wines, a Bay cruise, a cottage stay in New Zealand and much more!
Bids will be accepted until midnight April 13th.

EFPN wishes to thank featured keynote speakers 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

Subscribe to The EFPN Reporter Blog to receive conference updates by email.

Call To Action Sponsors 2008C2A Archives
Attendees Call To Action 2008C2A Conference Programs

Make a Donation
 
HOT Off the Press  

EFPN's Fall 2007 Newsletter
The Reporter (pdf:414kb)
See The Reporter Blog for updates.

News Room Archive, including Call To Action Event News

The Elder Justice Coaliton,(pdf:83k) April 17, 2008
Bank offers senior security seminar, DesMoinesRegister.com, April 8, 2008
BOTW executive honored for efforts to curb elder financial abuse, East Bay Business Times, April 3, 2008
San Francisco Summit Honors Leaders in Elder Financial Abuse Prevention, Marketwire, April 2, 2008
Bank of the West to Host Free Seminar on Elder Financial Abuse Protection, Press Release (pdf:32.8k), March 31, 2008
Elder Financial Protection Network re-names Award in Honor of Late Board Member (pdf:51kb), March 14, 2008
WESPAY - Notes First Quarter 2008
 

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Workshops for Elders
Be Wise: Prevent Scams, Fraud and Identity Theft

2008 Upcoming Event Details

  • Seal Beach, April 1, 2008
    California National Bank, Seal Beach Branch
  • Des Moines, IA, April 10, 2008
    Downtown Central Library
  • Novato, April 11, 2008
    All Saints Lutheran Church
    Sponsorship pending
  • San Francisco, April 29, 2008
    Visitation Valley Community Senior Center Big Gym
  • Oakland, May 21, 2008
    International Association of Workplace Employees
  • Clayton, June 5, 2008
    SIRS

2007 Event Archives