Table Talk with Julia

Safeguarding Against Financial Exploitation

American Trust wants to make you aware of a recent rise in financial exploitation. Our aim is to create awareness among mature adults or their caregivers about potential red flags when managing finances. With increased awareness, the goal is to prevent financial exploitation from ever taking place by encouraging advanced planning and informed financial decision-making.

According to the 2010 census1, it's estimated that around 50 million Americans are age 62 and older. The MetLife Study of Elder Financial Abuse2 claims older adults in some cases are prime targets for financial exploitation by both people they know and by complete strangers. And because the aging population has grown, occurrences of fraud have become epidemic. Older individuals can be easy targets if they experience mild cognitive impairment or if they are just unaware that crimes like this exist. The most concerning part of financial exploitation is that those who lose their life savings have little or no way to regain what was lost. 

Some examples of financial exploitation are power of attorney or fiduciary abuse; abuse by caregivers or in-house helpers; investment fraud; lottery and sweepstakes scams; and telephone scams.

Awareness and prevention are the first steps. Planning ahead for your financial well-being and early intervention and reporting can help minimize loss.

American Trust experts Peter Soraparu and Mark Casel will be presenting this seminar. The information provided is essential in helping to protect your life savings.

To register, contact Julia at 563.589.0804, or 800.373.1841, ext. 804, or email We are offering two different dates, one in Dubuque and one in Dyersville, for your convenience. When registering, please specify which date you wish to attend.

Cost is only $5.00 for AmeriClub members and $10.00 for guests. Payment is due at registration. The price includes hors d'oeuvres and presentation. Pre-registration is required.

1 2010 Census: 57 million are 60 and over; 40 million aged 65 and over.

2 The MetLife Study of Elder Financial Abuse: Crimes of Occasion, Desperation, and Predation against America's Elders (New York, NY: MetLife, June 2011).

Hotel Julien

200 Main Street, Dubuque

Thursday, September 26

5:30 – 6:00 p.m.

Check-in & hors d'oeuvres

6:10 – 7:15 p.m.

Program with question & answer time

7:20 p.m.

Wrap-up & evaluation