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April 2, 2018

1:00 PM – Elder Fraud and Exploitation Prevention

You are invited to attend a convening of representatives from public and private agencies and organizations to discuss promising practices in addressing elder financial exploitation.

This invitation-only, closed press convening will include an opportunity for attendees to discuss the enhancement of a regional network designed to fight elder financial exploitation, such as a Multidisciplinary Team or Financial Abuse Specialist Team, in the State of Montana.

Following the release of the report, Fighting Elder Financial Exploitation through Community Networks, the Consumer Financial Protection Bureau’s (CFPB) Office for Older Americans has embarked on an outreach initiative to support states and/or local communities with developing collaborative working relationships to enhance their capacity to prevent and respond to elder financial exploitation. The CFPB will share the report’s key recommendations.

Date:         4/2/2018
Time: 1:00pm – 4:30pm
Location: Best Western Plus GranTree Inn
1325 N. 7th Avenue
Bozeman  MT 59715

Convening of Local/Regional Elder Justice Stakeholders:

Meet and Greet
Welcome remarks
Networks presentation by CFPB
Networking break
Facilitated team exercise and discussion of next steps

RSVP by email to:

RSVP is required to attend.

April 3, 2018

7:30 AM – Registration and Continental Breakfast

8:00 AM – Welcome

Chris Romano, MFEC President

8:15 AM – Key Note Presentation

The Case for Financial Education at All Ages: Recent State, National, and International Data
Bill J Hensley, Ph.D., Senior Director of Education, National Endowment for Financial Education

9:15 AM – General Session Address:

Scams 101:  A Primer on the Top Scams the AG’s Office of Consumer Protection Encounters and some Simple Habits to Avoid Them
Chuck Munson, Assistant Attorney General, Office of Consumer Protection, MT Department of Justice

9:45 AM – Plenary Session:

Tools and Resources to use with Older Adults
Jenefer Duane, Senior Program Analyst, Office for Older Americans, Consumer Finance Protection Bureau (CFPB)
Tami Sieckman, Outreach Coordinator, Office for Older Americans, CFPB

10:30 AM – Break

10:45 AM – Panel Discussions

Fraud and Fraud Prevention through Education
Moderator: Marsha Goetting
Panelists: Billy J Hensley (NEFE), Jenefer Duane (CFPB),
Diana Holshue, Chuck Munson (AGO)

11:45 AM – Lunch

1:00 PM to 1:40 PM – Plenary Session:

Financial Well-being over the Life Cycle
Carly Urban, Ph.D.  MSU Associate Professor of Economics

1:50 PM to 2:30 PM – Three Concurrent Sessions

Money Smart for Older Adults
Jenefer Duane – CFPB

Session provides information on common frauds, scams and other forms of elder financial exploitation and suggests steps that older persons and their caregivers can take to avoid being targeted or victimized.  CFPB Publication: PDF

Cryptocurrency 101
Kyle Schmauch, Commissioner of Securities and Insurance (CSI)

Cryptocurrency is an ever evolving topic. Cryptocurrency is the new and upcoming currency that all financial professionals will need to be informed about. CSI staff have attended trainings and met with those who have experience in cryptocurrency and speak to the legalities of it, when it becomes a security and what types of fraud to look out for.

Financial Fitness for Teens
Megan Vincent – OPI
Are you ready to inform and inspire teens to sharpen their skills in money management, consumerism, and financial planning? Gain ideas and experience activities in Financial Fitness focusing on four units: earning, spending, saving, and protecting. Attendees will walk away with hands-on activities and materials to use in classrooms, youth organizations or for youth-created projects bases on the FCCLA Financial Fitness national peer education program.

2:40 PM to 3:20 PM – Three Concurrent Sessions

Financial/Legal for Caregivers Facing “Double” Legacy  Planning
Marsha Goetting – MSU Extension

Session will explore the variety of tools and techniques that are available to caregivers

Free Digital Resources for Critical Financial Education with EVERFI
Sean Thomas – EVERFI

EVERFI offers no-cost, standards-aligned, K-12 digital resources. Training and support provided.

Effective Teaching through Storytelling
Summer Red – Financial Educator
Storytelling is one of the easiest and most effective ways to engage and educate your listeners and it is a skill that anyone can learn. This class will break down storytelling into easy to understand steps, and will give you the opportunity to create and share a story of your own.

3:20 PM to 3:40 PM – Break

3:40 PM – Panel of past mini-grant recipients

Discussing their experiences of facilitating Financial Education events using MFEC Mini-Grants.

Open discussion:
MFEC’s accomplishments and suggested ideas for future

Concluding Remarks:
Chris Romano, MFEC President

4:30 PM – Adjourn