SOURCE: Elder Financial Protection Network

Elder Financial Protection Network

March 04, 2011 10:00 ET

Elder Financial Protection Network Presents San Francisco- 8th Annual Call to Action

Speakers Discuss National Crisis Experts Call "Crime of the 21st Century"

SAN FRANCISCO, CA--(Marketwire - March 4, 2011) -  

WHEN: Thursday, March 31, 2011, 7:30AM - 5:00PM 

WHERE: Mission Bay Conference Center, UCSF--1675 Owens Street, San Francisco, CA 

WHAT: Call to Action 2011, National summit on elder financial abuse prevention highlights explosion of consumer frauds, scams and exploitation that target seniors. Multidisciplinary line-up of experts present on undue influence; investment, insurance and reverse mortgage fraud; ethical dilemmas and elder clients; effect of economic crisis on fraud targeting seniors, etc. A legislative panel examines California's mandated reporting law for financial institutions and proposed legislation. Presenting Sponsor: Capital Source Bank.

Keynote speaker: California State Insurance Commissioner, Dave Jones. Philip Marshall, elder justice advocate and grandson of Brooke Astor opens conference. Marshall's inquiries into his grandmother's neglect resulted in the most publicized case of elder abuse in America. Opening welcome address: San Francisco District Attorney, George Gascón. Elizabeth Loewy, New York assistant district attorney, who led the high-profile prosecution of Philip Marshall's father, Anthony Marshall, will also participate. Robert Blancato, national coordinator of Elder Justice Coalition, Washington, D.C., offers Elder Justice Act update. 

Recognized speakers from across the country will discuss the following:

  • "What We Know About Undue Influence" - Lisa Nerenberg: MSW and Mary Joy Quinn, Director, Probate Court, San Francisco.
  • "Slam Scammers" - Prescott Cole, Esq. Staff Attorney, California Advocates for Nursing Home Reform, Neil Granger, Esq. Insurance and Annuity Litigation Consultant and Shawna Reeves, MSW, Silicon Valley Council on Aging.
  • Fostering Partnerships with Financial Institutions to Investigate and Prosecute Elder Financial Abuse - Elizabeth Loewy, Deputy District Attorney, New York County, NY, Steve Vallejo, Bank of the West, Robert Steger, Investigator, San Francisco Police and Duane Vickery, ACSW, San Francisco Adult Protective Services.
  • From Baby Boomer to Senior-Protecting Lifetime of Savings - Pat Huddleston, Esq., Huddleston Law Firm.
  • Legislative Update: Insurance Fraud and Mandatory Reporting - Steven Reiss, Esq. Reiss Law Firm, Shirley Krohn, California Senior Legislature and Susan Montoya, Vice President CRA, First Bank and Elizabeth de Vries Esq., Scott Law Firm.
  • Predatory and Deceptive Financial Abuse Scams - Nancy Barron, Esq. and Ingrid Evans, Esq., Evans Law Firm.
  • Undue Influence and Incapacity: Ethical Dilemmas and Issues in Representing the Elderly - jurist Virginia Palmer, Esq. Partner, Fitzgerald, Abbott & Beardsley, LLP.

Includes luncheon award ceremony. Registration:, 415-956-5556.

Contact Information

  • Media Contact:
    Jenefer Duane