About the Series

The Downsizing Made Simple workshop series is designed to help seniors and their families navigate life’s next chapter with clarity, confidence, and a plan.

Part 5 - Avoiding Scams & Protecting Your Assets

Unfortunately, seniors are often targeted by scams and financial fraud. Understanding how these scams work-and how to recognize the warning signs-can help protect both your finances and your peace of mind.

In this workshop, we’ll discuss common scams that affect older adults, practical ways to safeguard your personal and financial information, and steps you can take to protect your assets. You’ll gain helpful tools and knowledge to stay informed, confident, and secure in today’s increasingly digital world.

🎤 Featuring:
Richard Campbell, Attorney at Law, 757 Law
Oscar Alvarez, Certified Financial Planner Professional™, Pathway Financial Planning
Ben Munson, Owner/Broker, The Memorie Group

🔍 During this workshop, you’ll learn:
• The most common scams targeting seniors today
• Warning signs to watch for and how to avoid becoming a victim
• How to protect your personal and financial information
• Steps you can take to safeguard your assets and make informed decisions

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