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Managing Mom’s Money: Understanding Financial Caregiving Webinar

Millions of Americans are managing money or property for a family member or friend who is unable to pay bills or make financial decisions. This can be very overwhelming. But, it’s also a great opportunity to help someone they care about, and protect them from scams and exploitation.  
The Consumer Financial Protection Bureau (CFPB) Office for Older Americans released four easy-to-understand booklets to help financial caregivers. The Managing Someone Else’s Money guides are for agents under powers of attorney, court-appointed guardians, trustees, and government benefit fiduciaries (Social Security representative payees and VA fiduciaries). The webinar will provide ideas to a broad spectrum of caregiving stakeholders on how to disseminate the guides and to help family caregivers. Next steps in the CFPB’s initiative will be described.



  •  Help family caregivers understand how to manage someone else’s money and fulfill the duties of a fiduciary
  • Teach family caregivers about elder financial exploitation and how to prevent and respond to it  
  •  Provide resources on where to go for help
  • Assist professionals, service providers and other stakeholders in understanding financial caregiving and provide ideas for sharing the guides


DATE/TIME: Thursday: November 20, 2014

1-2pm (PST), 3-4pm (CDT), 4-5pm (EST) 


COST: $15  


*Please purchase ticket at least 24 hours before this webinar. You have the option to register to view it live OR as a recording. CEU’s are available through the Board of Behavioral Sciences (MFTs, LCSWs, Ed. Psychologists, & Licensed Professional Clinical Counselors).  
Speaker: Naomi Karp, JD
Naomi Karp, J.D., is Older Americans Senior Policy Analyst at the Consumer Financial Protection Bureau’s Office for Older Americans working on elder financial exploitation and retirement planning issues.  Her work has a particular focus on the impact of diminished decision-making capacity on the financial security of older adults.  From 2005 to 2011, Karp was a policy advisor at AARP’s Public Policy Institute where she conducted research and supported advocacy regarding elder abuse, guardianship, advance care planning, and other legal rights issues.  From 1988-2005, she served on the staff of the ABA Commission on Law and Aging, and previously was a legal services attorney.  She holds a JD from Northeastern University School of Law.
Nov 20, 2014 | 1:00 PM – 2:00 PM (Pacific)

Location: Online

Registration URL