Early Registration Discount!

July 29, 2009

Did you know that from now until August 15, you can register for Call to Action: Southern California at a discounted rate? Visit http://www.bewiseonline.org and click on the Register Online button for more information.

See you on September 16!


Call to Action: EJA is Going Strong

May 14, 2009

In just 48 hours, EFPN and its partners have already collected hundreds of signatures for the Call to Action: EJA campaign. We will not stop until we send a clear signal to Washington, DC that the Elder Justice Act must be passed now! Please click here to sign the petition. It takes seconds, but goes a long way.

The Elder Justice Act:

  • Would provide federal resources to support State and community efforts on the front lines dedicated to fighting elder abuse with scarce resources and fragmented systems.
  • Assuring adequate public-private infrastructure and resources to prevent, detect, treat, understand, intervene in and, where appropriate, prosecute elder abuse, neglect, and exploitation.

You can also follow EFPN on Facebook! Become a fan today.

Registration Open for Call to Action 2009!

February 16, 2009

Register online for Call To Action

On March 26, 2009, over 300 professionals from the fields of banking, law, social services and law enforcement will come together for the 5th Annual Call to Action. The day long event features a morning conference, an elegant luncheon and an award ceremony honoring leaders in the fight against elder financial abuse. The event will be held at the Carnelian Room, located at 555 California St., 52nd Floor, San Francisco. The Carnelian Room is known for its majestic views of the San Francisco Bay and is the perfect venue for such a dynamic event.

We are proud to have the Honorable US House Speaker Nancy Pelosi serving as the founding member of our Call to Action 2009 Honorary Committee. Also serving on the Honorary Committee:

The Honorable Barbara Boxer, US Senator
The Honorable Kamala Harris, San Francisco District Attorney
The Honorable Bob Kochly, Contra Costa County District Attorney
The Honorable Stephan Passalacqua, Sonoma County District Attorney
The Honorable Michael Ramos, San Bernardino County District Attorney
The Honorable Louise Renne, Renne Sloan Holtzman Sakai LLP

The Honorable Bill Lockyer, California State Treasurer

We are grateful to these distinguished figures for supporting our cause and helping to ensure that our message of ending elder financial abuse is heard loud and clear.

The doors open at 7:30am, and the day begins with registration, continental breakfast and Stephan Greenwood’s powerful video, “Silence Isn’t Golden.” After a brief welcome address, the panels begin. This year’s presentations include:

Community Education and Advocacy Resources
Roberta Wong Murray, Bank of the West
Jacqueline Wiley, Department of Corporations – Senior Against Investment
Michael Lafferty, California Department of Consumer Affairs
Virginia George, Esq., JFK University – Elder Abuse Clinic

Legislative Roundtable
Mark Herbert, Office of the Honorable Nancy Pelosi
Shirley Krohn, California Senior Legislature
Steven Riess, Esq., Law Office of Steven Riess
Nick Warner, Warner & Pank

Prosecuting and Litigating Elder Financial Abuse
Tristan Svare, Esq., Office of the San Bernardino County District Attorney
Liza DeVries, Esq., Scott Law Firm
Ingrid Evans, Esq., WatersKraus

Update on Conservatorships/Private Professional Fiduciary
Mellonie Yang, California Department of Consumer Affairs
Laraine Mestman, WISE & Healthy Aging
Kenneth McKean & Heather McMills, McKean & McMills
Carol Young, Bank of Marin

In the Trenches: Update from APS, Law Enforcement and FAST
Terri Restelli-Deits &
David Knitter, Esq., Solano FAST
Alan Kennedy, Esq., Office of the San Francisco District Attorney
Mary Counihan, San Francisco Aging and Adult Services

CEU Credits available! For a detailed conference program, click here.

After the morning conference, a delicious luncheon will be served in the Carnelian Room and Paul Greenwood will emcee the afternoon’s festivities. Bob Blancato, National Coordinator of the Elder Justice Coalition, Washington DC, will deliver a Keynote Address. The day will conclude with an Awards Ceremony where we will honor leaders in the field of elder financial abuse prevention.

The day will also feature a Resource Room with the latest information on the issue and a silent auction, where attendees will be able to bid on fine wines, getaways and more!

We could not hold this event without the generous support of our sponsors.

Call to Action 2009 is made possible by:

Bank of the West
CapitalSource Bank
First Bank

Bank of Marin
KeyPoint Credit Union
Star One Credit Union

California Credit Union League
Scott Law Firm


California State Sheriffs Association
California Department of Corporations – Seniors Against Investment Fraud
Ingrid M. Evans, Waters Kraus & Paul

We still need your help! Event and table sponsorships are still available. With the economic crisis, it is more important than ever that we continue our work to protect our cherished elders from harm. To make a donation, or to peruse the sponsorship opportunities, click here.

Coming from out of town? We have arranged for discounted rates at two lovely hotels in San Francisco. Click here for details.

We very much hope to see you on the 26th. This is an event not to be missed.  Please join us!

Limited scholarship seating is available – just ask.

House Speaker Nancy Pelosi to Serve on Honorary “Call to Action 2009” Committee

January 16, 2009

Register online for Call To Action

We are excited to announce that Congresswoman Nancy Pelosi (D-CA,8), Speaker of the US House of Representatives, is the founding member of our Call to Action 2009 Honorary Committee. In the coming weeks, we will invite other luminaries from California and beyond to serve on this distinguished committee. Call to Action 2009 is quickly shaping up to be the best yet!

Nancy Pelosi was elected to the House in 1987. Since then, she has been a fierce advocate for seniors. In 2002, Pelosi was elected minority leader in the House. And in 2004, she became the first female Speaker of the House of Representatives. For more information, please visit the Speaker’s website at http://www.house.gov/pelosi/.

Call to Action 2009 will be held on March 26, 2009 at the Carnelian Room in San Francisco. The day-long event includes a morning conference, elegant luncheon and awards ceremony. Registration opens February 14. For more information, please call us at 415.956.5556 or visit http://www.bewiseonline.org. And, as always, keep your eyes on the blog for the latest news from EFPN.

We are so proud to have the Speaker on our Honorary Committee. Stay tuned for more information.

Senior Resource Forum 2008 A Big Hit!

December 2, 2008
Jenefer Duane with keynote speaker Michael Finney.

Jenefer Duane with keynote speaker Michael Finney.

On November 14, hundreds of seniors and their families gathered at the Santa Clara Convention Center for Senior Resource Forum 2008. SRF 2008 was made possible through the incredible generosity and planning of the title sponsor, Star One Credit Union. Other sponsors included the Financial Institutions Team (FIT) in Santa Clara County, Department of Corporations – SAIF, Department of Consumer Affairs, Key Point Credit Union, Elder Financial Protection Network and Santa Clara County. Representatives from these institutions worked for months to put together a top notch event.

SRF 2008 featured a hall of vendors, with representatives from local businesses and services of special interest to seniors in Santa Clara County. In the main hall, a program of expert panels, guest speakers, and a super keynote address from consumer watch-dog Michael Finney kept everyone entertained, while providing excellent tips for avoiding financial abuse. Panelists included reps from Rebuilding Together, the Bureau of Automotive Repairs, Contractors State License Board, Adult Protective Services, and many more. There were awesome individual speakers as well, including our own Jenefer Duane, who gave a terrific talk on hiring in-home care.

Attendees had a great time, and we are excited about the prospect of participating in this event next year. It was a wonderful opportunity to reach a large number of seniors, giving them the resources they need to protect themselves from exploitation.

Fine Wines for Old Vines Extended Through November 16th

November 7, 2008

Fine Wines for Old Vines, our online wine auction, has officially been extended through Sunday, November 16. With the historic election on Tuesday, the EFPN team decided that our friends and colleagues have been pretty distracted over the last week, and we want to give everyone a chance to participate in the incredible auction. Visit http://www.bewiseonline.cmarket.com to bid on items ranging from fine wines to a sailing trip in San Francisco Bay. Call 415.956.5556 for more info.

Let the FUN begin!

October 31, 2008

Fine Wines for Old Vines is up and running!

The wait is over! EFPN’s pre-holiday wine auction has begun. Visit http://www.bewiseonline.cmarket.com to bid on your favorite items. We have splendid lots from Elizabeth Spencer Wines, Calera Wine Company, Toad Hollow Vineyard, Todd Taylor Wines, and more! Plus, sailing trips, hotel stays, spa treatments and other treasures are just a click away.

All proceeds go to EFPN’s community education and training programs. The funds raised through Fine Wines for Old Vines will help us in our fight against elder financial abuse and exploitation.

For more info, email finewines4oldvines@bewiseonline.org or call 415.956.5556.