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03/16/2018

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Kevin

We see way too much of this, I personally have a client for who we narrowly avoided such a disaster. We had another who was involved in a series of sweeps stakes scams.

Our maintenance system was of some help because the clients (and importantly family) knew they could call on us for inquiries without additional cost, and help from a trusted resource when serious issues where uncovered.

Other trusted advisors, (CPAs, financial advisors) family and friends need to be aware of these scams that prey on the lonely and sometimes impaired elderly. Getting angry is not enough, companionate action is often required. In one case, we had to ask the local postmaster and banker to help mitgate the sweeps takers influence, in another we had to limit the credit card, which my impaired client was only too willing to offer to the gold scammers over the phone.

Be aware, and care,

Kevin

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