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.


6th Annual Call to Action event to spotlight prominent elder abuse case of Brooke Astor

March 11, 2010

Philip Marshall’s quest to protect his famous and wealthy grandmother Brooke Astor from devastating financial abuse put a national spotlight on a problem that a recent MetLife study, Broken Trust, found costs American seniors $2.6 billion annually.

Marshall will share his story in the keynote address at the Elder Financial Protection Network’s (EFPN) 6th annual Call to Action conference and awards ceremony on March 25, 2010 in San Francisco.

This year’s meeting comes at a time not only of increased attention to the problem of elder financial abuse, thanks to the media coverage of the Astor case, but also one of increased risk of financial abuse of seniors because of the current economic downturn. These factors combined with the progress being made toward passing a national Elder Justice Act, could make this year a watershed moment for the problem of elder financial abuse.

“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. “The wealth of information shared by Mr. Marshall and our other great speakers at the Call to Action 2010 event will expand our insight and wisdom about how to prevent this growing problem.”

Marshall will join 10 other speakers at this year’s event, which 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. Several hundred representatives of financial institutions, law enforcement, elder justice advocates and the legal community are expected to attend the event.

“Raising awareness is key to confronting the problem of elder financial abuse,” said Mr. Marshall, a professor of historic preservation at Roger Williams University in Rhode Island, “and I hope the visibility my grandmother gave to the issue becomes her lasting legacy.”

Call to Action 2010 will run from 8:30 a.m. to 5 p.m. at the Holiday Inn – Golden Gateway, 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.

EFPN is an award-winning non-profit organization that works to prevent financial abuse of elders and dependent adults through community education programs, public awareness initiatives, and professional training programs. For information, visit http://www.bewiseonline.org or call (415) 956-5556.


Announcing Call to Action 2010 Keynote Speaker – Philip Marshall – Grandson of Brooke Astor

February 18, 2010

Call to Action 2010: San Francisco

EFPN Call to Action: San Francisco register

On behalf of the Elder Financial Protection Network’s Board of Directors, we are pleased to inform you that our 6th annual Call to Action conference, luncheon and award ceremony will be held on March 25 in San Francisco.

We are very honored to announce that our Keynote Speaker will be Philip Marshall, Grandson of Brooke Astor.

The featured panel presentation will be America’s Landmark Case: Brooke Astor, presented by Elizabeth Loewy, Assistant District Attorney of the New York County District Attorney’s Office.

The conference will also feature Triumph Over Torture presented by the masterful Paul Greenwood, Deputy District Attorney, San Diego District Attorney’s Office and several other dynamic sessions presented by an amazing lineup of speakers.

The Honorable Judge Kim Hubbard of the Orange County Superior Court will be our Master of Ceremonies for the luncheon and annual awards presentation.

This will be a historic event, a conference that you do not want to miss! For more information and to register, visit www.bewiseonline.org