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Securing Futures: Paralegals As Advocates Against Financial Exploitation 2025

Product ID: CA3892W
Presented By: State Bar of Wisconsin PINNACLE

Securing Futures: Paralegals as Advocates Against Financial Exploitation

Hidden harm

Elder financial exploitation isn’t always obvious—and it doesn’t always involve strangers. From forged checks to abrupt changes in powers of attorney, abuse can come from caregivers, family members, or even trusted professionals. When the numbers don’t add up, paralegals are often the first to notice signs that something is amiss. But recognizing and responding to financial abuse requires proper training and practical tools.

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Pricing

Member $129.00

Non-Member $179.00

Credits

1.5 CLE

Date and Time

Monday, October 20, 202512:00 PM - 1:30 PM CT

Add to Calendar 10/20/2025 12:00:00 PM 10/20/2025 1:30:00 PM America/Chicago Securing Futures: Paralegals As Advocates Against Financial Exploitation 2025

Securing Futures: Paralegals as Advocates Against Financial Exploitation

Hidden harm

Elder financial exploitation isn’t always obvious—and it doesn’t always involve strangers. From forged checks to abrupt changes in powers of attorney, abuse can come from caregivers, family members, or even trusted professionals. When the numbers don’t add up, paralegals are often the first to notice signs that something is amiss. But recognizing and responding to financial abuse requires proper training and practical tools.

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NOTE: This seminar is not included in the scope of our GPA approval with the BBE. CLE credit for attorneys is not granted by the BBE.

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Securing Futures: Paralegals as Advocates Against Financial Exploitation

Hidden harm

Elder financial exploitation isn’t always obvious—and it doesn’t always involve strangers. From forged checks to abrupt changes in powers of attorney, abuse can come from caregivers, family members, or even trusted professionals. When the numbers don’t add up, paralegals are often the first to notice signs that something is amiss. But recognizing and responding to financial abuse requires proper training and practical tools.

Read More ↓

April DeValkenaere, SBWCP, CFCI, CCI, is a paralegal, forensic accountant, and CEO of Fortress Forensic Investigations (www.protectyourfortress.com), providing justice for vulnerable adults of financial exploitation through forensic accounting services and education. She is also an instructor for the Justice for Fraud Victims Project (JFVP) at Marquette University in Milwaukee.

April has been recognized as a WEAAD Warrior (World Elder Abuse Awareness Day) by the National Center on Elder Abuse (NCEA) for her efforts in teaching law enforcement how to investigate elder financial exploitation crimes. With her knowledge as a former banker, law enforcement officer, and white-collar crime paralegal for a prosecutor’s office, April now consults in both the private and public sectors.

  • Strengthen your working knowledge of legal protections for vulnerable populations
  • Gain confidence spotting red flags during client intake, file reviews, or routine communications
  • Learn how to document concerns clearly and effectively to support protective legal action
  • Improve collaboration with attorneys, adult protective services, and financial institutions
  • Add elder abuse response to your professional toolkit and reinforce your role as a trusted advocate
  • Paralegals
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