Special Encore Presentation: Financial Fraud: The Elder Trap!

May 12, 2011
Hosted by Francie Koehler, CPI, CCDI

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Episode Description

Who are those most likely to exploit the financial resources of the elderly, those who are the most vulnerable? And who will be exploited? Is it your mother, father, your sibling or your friend or neighbor? What can you do about it? What are some red flags that family members and others can heed when fraud is suspected? With baby boomers aging, the U.S., elders are quickly becoming a significant portion of the population. Even the 2000 census determined that 12.4 % of the U.S. population, almost 35 million people, were over the age of 65. Expert witness and Forensic Questioned Document Examiner, M. Patricia Fisher along with Licensed Private Investigator and Certified Fraud Examiner Kelly Paxton, both of whom specialize in Elder Fraud, will discuss the rapid growth of elder financial exploitation, key identifiers and key recommendations to protect your loved one’s financial assets.

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Francie Koehler, CPI, CCDI

Francie Koehler, CPI, CCDI

Francie Koehler’s career as a licensed private investigator includes cases that have sparked media projects. "Unsolved Mysteries" portrayed one of her missing person cases. British author Val McDermid featured her capital case in "A Suitable Job for A Woman" and true crime writer Ann Rule chronicled a case she investigated involving a missing nightclub owner entitled "In The Name Of Love." Francie drew on her investigative and retail experience to create the 3-part video, "Loss Prevention - The Big Picture." International results included an invitation to Moscow, where she spoke to Russian nationals interested in privatization. Francie is the former two-term president of both the National Council of Investigation & Security Services (NCISS) and the California Association of Licensed Investigators (CALI). Awarded by each organization for her work, she serves as Legislative Chair for both and regularly testifies before the California State Legislature regarding bills of concern to PI’s. Francie has been recognized by her state regulatory agency for outstanding service to her profession. In addition, she holds memberships in the Council for International Investigators, National Association of Legal Investigators, World Association of Detectives, and California Attorneys for Criminal Justice. Francie also works with the Innocence Project and holds certifications as a Conflict Mediator, Legal Investigator, Professional Investigator and Criminal Defense Investigator.

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