The Arbor Company Senior Living Blog

Senior Living LIVE - Outsmart the Scammers Webinar Preview

Aug 21, 2020 9:46:35 AM / Chris Harper Chris Harper

John Dove, Edward Jones Financial Advisor, gives us a preview of the upcoming free webinar, Senior Living LIVE - Outsmart the Scammers. In the webinar, Mr. Dove sits down with host, Melissa Lee, to discuss the warning signs to avoid a fraudulent encounter.

In an ever-increasing virtual environment, scams are on the rise--it becomes even more important to protect yourself and your loved ones from the emotional and financial toll they can bring. Watch the video for a preview by clicking below, and register for the webinar at www.ArborCompany.com/Scammers.

 

Video Transcript

- Hello everyone and welcome into Senior Living LIVE. My name is Melissa and I have a very special guest joining me today. John Dove, a financial advisor with Edward Jones is here to preview his upcoming webinar on August 26th at 1:00 PM Eastern time. And it is entitled, Outsmart the Scammers. John, thank you for joining us today.

- Sure, Melissa, thank you for having me.

- Yeah. So a quick little preview on what's to come and we certainly hope those of you watching can join us and join John for our webinar on the 26th of August. So first thing's first John, tell us a little bit about your background and your work as a financial advisor and how it helps seniors.

- Yeah. Absolutely. So I've been with Edward Jones for about three years now, as a financial advisor. Really the key to my business is helping understand where our clients are, how we can help understand what their goals are and how we can get 'em to where they wanna be. Little bit of background about myself actually before I came to Edward Jones, I used to be a farmer. So that's my background. I'm married. I have two beautiful little girls, Olive and Mabel. But in terms of assisting with seniors, that's a big aspect of my business. You know, my grandmother's 94, she still lives at home on the farm. And it's really important to me to treat people with respect. And especially when it comes to this type of topic, of scammers and scams. It's important to protect them, both emotionally, as well as financially. And I think that's where it is. It's really all about raising awareness and sharing with you what strategies are out there to protect yourself and how we can help you remain independent, however we can.

- Yeah. I love your background. It's quite varied. And I love the fact that this is a topic that is near and dear to you because of your grandmother who still works on the farm. So what are the most common scams you see that are directly targeting seniors?

- So, there's a variety of scams out there. I think the biggest one, the one that we really need to be on the lookout for is and they actually comes in a wide variety, it's emotional scams. So they really plead with your emotions and how you feel about things, how you feel about somebody, you know, it might be somebody calling pretending to be a grandson or granddaughter or it might be relationship scams, even. So, you know, romantic scams, things like that. So it's anything when it comes to emotions. It seems to be the most common scams out there.

- Yeah. And you hear a lot about that on television and in the news. People being taken advantage of from an emotional standpoint. I know on the flip side and other types of scams that, some of these seniors are kind of dipping that toe into technology and the internet and into emails. And I know that I can't check my email ever, it seems anymore, without getting a phishing email that looks legitimate from Amazon or from PayPal, how does technology make it easier for theft and scams?

- Yeah. Absolutely. And I think that's from... People all over the world have the internet. And so someone from across the ocean could be sending you an email and trying to scam you. And so the technology has come a long way. Not to mention too a lot of people are dipping their toes into social media. And so they may have a Facebook page or they have some type of interactive social media page. Then you're putting on there, "Hey, I love my granddaughter." "I love my grandson." And that information is out there. And so it's even easier for people to find out more information about you and use it, in a very bad way. And so it's another way to be more mindful of what all we share.

- In the webinar that we will have on the 26th with you. I know you're gonna discuss ways that we can protect ourselves and our family members. What are your top three strategies to avoid becoming a victim?

- Oh my gosh. So it's so important to... I think the number one thing to do absolutely is, don't be embarrassed. Things happen to everybody just as we talked earlier, you told me people send you emails and you think that it's legit. Everyone can fall victim to this. And so the biggest takeaway from anything is, don't feel victimized, don't feel uncomfortable to share with somebody. "Hey, is this something that's legit? Or is this something that I should be concerned about?" So I think that's the number one takeaway to help protect yourself, is sharing with others. Another option could be very well just educating yourself doing this, joining these webinars. Knowing what's out there that could be... You know some of the things that you would never think about are ways that people were scamming. And so being aware of it. So educating yourself would be number two. And those are the two top ones I'm gonna use. I'll just use those top two for us and keep you on the edge of your seat.

- Thank you so much for the time and we will see you soon.

- Sounds good. Thank you, Melissa.

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Topics: Senior Living LIVE

Chris Harper

Chris Harper

As the vice president of communications for The Arbor Company, Chris is responsible for digital marketing, public relations, technology and design.

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