Mickey Rooney to speak at EFPN’s Call to Action

March 17, 2011

Thursday, March 17, 2011

CONTACT: Jenefer Duane, Elder Financial Protection Network Office, (415) 956-5556, jduane@bewiseonline.org

The Elder Financial Protection Network is very pleased to announce that Mr. Rooney will speak at Call to Action to raise awareness of elder financial abuse.

“If elder abuse happened to me, Mickey Rooney, it can happen to anyone.”

Who: Presented by Elder Financial Protection Network and CapitalSource Bank and other corporate sponsors

Community Partners: National Committee for the Prevention of Elder Abuse, National Adult Protective Services Association, California Department of Financial Institutions, Consumer Attorneys Public Interest Foundation, California State Sheriff’s Association, Elder Justice Coalition, Civic Research Institute, San Francisco Department of Aging and Adult Services/Adult Protective Services and Marin County Division of Aging and Adult Services

What: One-day conference and awards ceremony. Call to Action brings together hundreds of professionals representing financial institutions, law enforcement, social services, elder justice advocates and the legal community to share best practices and express our collective determination to prevent elder financial abuse

Where: Mission Bay Conference Center at UCSF
1675 Owens Street, San Francisco, CA

When: Thursday, March 31, 2011
8:30 am – 5:00 pm


Announcing Call to Action 2011 Keynote Speaker – Dave Jones, Insurance Commissioner of the State of California

February 17, 2011

On behalf of the Elder Financial Network’s Board of Directors, we are pleased to announce that our 8th annual Call to Action conference and award ceremony will be held on March 31st in San Francisco.

We are honored to present Dave Jones, Insurance Commissioner of the State of California as our Keynote Speaker.

“My overarching goal is to make the California Department of Insurance the strongest consumer protection agency in the nation. Bar none. We will set the standard for other consumer protection agencies. I am determined to define my tenure as Insurance Commissioner by a single word: action.”

This will be an historic event, a conference that you do not want to miss! Information |  Register online

New Intern

February 1, 2011

Daeho Lee: “It is clear that seniors in America are disenfranchised and need assistance. Due to their lack of allies in society and voice in Daeho Leegovernment, they are being financially exploited by those they trust and not receiving the education and protection they need.”

Having been born in South Korea, brought up in Hong Kong, and attended college in the United States, Daeho has a multicultural background and wide roots. A recent graduate from the University of California, Los Angeles, with a Bachelor of Arts in Political Science and Geography, Daeho believes that his undergraduate studies have made him aware of the needs and difficulties of disenfranchised segments of society such as the elderly. Daeho is passionate about social justice and hopes to attend law school and become a civil rights advocate.

EFPN’s 8th Annual Call to Action conference and award ceremony

January 25, 2011

On Thursday, March 31, 2011, Elder Financial Protection Network (EFPN) will present Call to Action: San Francisco, our 8th annual national summit on elder financial abuse. Call to Action is EFPN’s signature annual event and offers innovative, cutting-edge conference sessions and an awards ceremony honoring leaders in the fight against elder financial abuse. Call to Action brings together hundreds of professionals representing financial services, law enforcement, social services, elder justice advocates, and the legal community to share best practices and express our collective determination to prevent elder financial abuse.

Philip Marshall and Jenefer Duane, Call to Action 2010“My grandmother, philanthropist and ‘Grand Dame’ of New York—Brooke Astor, would never want to be known as America’s most famous case of elder abuse. Nor did she, while in the throes of dementia, choose to be victimized—deprived, manipulated and robbed—all as part of a calculated ‘scheme to defraud’. Yet, the sad circumstances surrounding my grandmother have informed a timely and timeless cause that may be her greatest and most lasting legacy”.

“This year’s 8th Annual Call to Action Conference promises to be our most dynamic event ever! Join us for a series of interesting and lively conversations with some of the country’s most renowned elder financial abuse advocates. Joining us will be representatives from the financial, legal, law enforcement, social service and elder justice communities. You won’t want to miss this!” said Jenefer Duane Founder and CEO, EFPN.

Call to Action 2011 will run from 7:30 a.m. to 5 p.m. at the UCSF Mission Bay Conference Center, a new location for the event, and will feature speakers on diverse aspects of elder financial abuse. The program will also include EFPN annual awards to leaders in the fight against elder financial abuse.

This year’s event will bring together experts and community advocates from across the country for a day-long learning experience on the growing crime of elder financial abuse. More than 300 people representing financial institutions, law enforcement, elder justice advocates and the legal community are expected to attend the event.

“In today’s economic climate, elders are at greater risk than ever of being targeted for fraud and financial abuse,” said Jenefer Duane, founder and CEO of EFPN.”

Initial sponsorship support is provided by CapitalSource Bank, Far East National Bank, First Bank, Star One Credit Union, Bank of Marin and the California Department of Consumer Affairs – Professional Fiduciary Division. Guest table and panel sponsorship opportunities are now available. EFPN will seek accreditation from the California State Bar to provide MCLE for legal professionals and a partner to provide CEU’s for social workers.

The Chair of the Honorary Committee is Mr. Philip C. Marshall, elder justice advocate and grandson of Brooke Astor and the co-chair is The Honorable Judge Kim R. Hubbard, Superior Court, Orange County, CA. Committee members include Robert Blancato, National Coordinator, Elder Justice Coalition; Elizabeth Loewy, Deputy District Attorney, New York County District Attorney’s Office, Paul R. Greenwood, Deputy District Attorney, San Diego County and D. Peter Gleichenhaus, Colonel, US Army (Retired).

Community co-sponsors include: National Committee for the Prevention of Elder Abuse California State Sheriff’s Association, Elder Justice Coalition and the Civic Research Institute.

EFPN is a 501(c)(3) nonprofit organization dedicated to fighting elder financial abuse through innovative partnerships that build public awareness, drive community outreach, and provide professional training. Since 2000, EFPN has reached over 250,000 seniors, professionals and community members with our community outreach, public awareness and professional education programs.

Preaching the Message of Elder Protection to Senior Parishioners!

June 22, 2010

Thanks to the generous collaboration of Saint Dominic’s Church along with the sponsorship of Patelco Credit Union, Elder Financial Protection Network organized a dynamic free community education event featuring our award-winning “Be Wise: Avoid Scams, Fraud and Identity Theft” workshop for elders to learn how to protect themselves from becoming victims of financial exploitation.

The event took place on Wednesday, June 2, 2010 at Saint Dominic Church’s Parish Hall. Nearly 50 elders heard experts in the field present information on common frauds and scams and suggest strategies for how to avoid becoming a victim of identity theft and other forms of exploitation. The speakers also covered the different types of home care that is available for themselves and their loved ones stressing the need to plan ahead.

The workshop, moderated by Sharon Tallon of Patelco Federal Credit Union, featured speaker presentations by Helen Karr of the Office of San Francisco District Attorney,  Neal O’Farrell, Executive Director of the Identity Theft Council, and Bernadette Sweeney of Seniors at Home, a division of Jewish Family and Children’s  Services.

Thanks to all of the outreach to our senior communities about these important issues, seniors are learning about the importance of protecting themselves! This was the first time in all of EFPN’s workshops where three seniors gave up their raffle prize (a paper shredder) because they already had one! We took this as a good sign that the word is getting out about shredding unneeded documents and junk mail! Helping seniors to help each other was the best moment of this event!

Se Listo! EFPN Brings Education to San Francisco’s Spanish Speaking Elders!

June 22, 2010

On March 26, EFPN presented a “Be Wise: Avoid Frauds, Scams and Identity Theft” Seminar at the Mission Neighborhood Center in the Mission District. The Spanish-language presentation featured Marco Chavarin of the City and County of San Francisco, Helen Karr of the San Francisco District Attorney’s Office, Adela Coronado of the FDIC and Deborah Espinola of  California Advocates for Nursing Home Reform.  45 Spanish-speaking elders participated in the event, and everyone had a great time (and a free lunch!)

The event was generously sponsored by CITI. As the crime of elder financial abuse targets seniors from all socio-econmic backgrounds, EFPN is proud to equip  elders from these multilingual communities with the important message of how prevent elder financial abuse!

Buen trabajo EFPN and all our sponsors!