All About Estates
By Susan J. Hyatt & Danielle Wintrip
November 17th, 2025
The AARP BankSafe Dementia Hub: A Timely Resource for Financial Advisors
Fraud prevention isn’t just a seasonal topic anymore. From AI-assisted scams to grandparent cons, the volume and sophistication of fraud targeting older adults is growing. Even the most financially savvy clients are vulnerable.
Now, imagine how these risks escalate when someone is experiencing cognitive decline.
We’re seeing more conversations in the media and on social platforms, which serve as reminders to stay alert, talk to loved ones, and keep up to date on emerging scam tactics. And this growing awareness is essential. But for financial services professionals, vigilance needs to extend beyond personal concern.
Staying informed isn’t just good practice. It protects relationships, builds trust, and ensures clients feel safe and supported.
Advisors are often the first to notice subtle signs. Missed payments, unusual transfers, or confused conversations about long-standing financial arrangements can be early indicators that something isn’t right. Beyond simply flagging concerns, how can we be more prepared?
AARP’s BankSafe Dementia Hub: A Practical Tool
To help advisors feel more confident and capable, the AARP BankSafe Dementia Hub offers bite-sized, actionable resources. It is designed specifically for professionals in banking, wealth management, and financial services. These resources are especially helpful when you need to act quickly and navigate the intersection of professionalism, care, and compliance.
