Maria McCall, manager of the Our Gang Travel and Enrichment Club for Santa Barbara Bank and Trust since 2005, will deliver a seminar entitled “Elder Fraud Prevention for Your Clients” for delegates at the BankTravel Conference on the afternoon of Wednesday, February 8.
McCall, who will bring her bank’s technical security officer, Joel Scolavino, with her to assist with the seminar, has created this seminar and others for use in her bank’s markets on the West Coast.
Elder financial abuse costs older Americans more than $2.6 billion each year, according to a report by the MefLife (MET) Mature Market Institute. More than one in five Americans over the age of 65 has been victimized by some type of financial fraud.
And, McCall says, not surprisingly, quite often it’s a person within the family or very close to the victim that initiates the financial abuse.
“There are many scams that may seem like legitimate “offers for help” that may trick the unsuspecting person into parting with private information, or worse yet, money or credit cards,” said McCall.
“In this session at BankTravel, we will discuss common and current scams and help bankers to recognize whether some of their customers might be falling prey to them. And I’ll distribute several informational brochures on the topic to all attendees.”
In her position as manager of the Our Gang Travel and Enrichment Club for Santa Barbara Bank and Trust, McCall is responsible for planning group travel experiences and enrichment programs for a membership base of 8,000 and growing. The program travels domestically and internationally and also offers a concierge cruise booking service.
McCall also created the successful “Banker on Board” program for her bank that introduces private bankers to prospective wealth clients on day trips, resulting in booked referrals to the bank.
Prior to going to work for Santa Barbara Bank and Trust, McCall supervised Santa Barbara’s Active Adult programs for its Parks and Recreation Department for 14 years.
Scolavino has 10 years experience in bank security and began his career in 1998 with SBB&T as an IT network engineer. He is a systems security analyst and is responsible for monitoring the bank’s computer network and systems.
Plan now to join us for this session and others at BankTravel 2012, February 7-9, in Memphis, Tennessee. Bankers may register for only $295 through September 1.
To register, call Teresa Burton at 330-332-3841 or visit www.banktravel.com.