I've Been Meaning To Do That

The trust trap: How scammers target seniors and their wealth


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Seniors have long been a favorite target for scammers, but the rise of artificial intelligence is making the risks we all face harder to recognize and avoid. In this episode of I’ve Been Meaning To Do That, host and Truist Wealth Head of Investment Management Oscarlyn Elder invites Charlotte Edwards, vice president of operations at Cyberwolf, onto the show to talk about protection strategies that can help reduce the danger. Cyberwolf is a referral partner of Truist Financial Corporation, specializing in online security for people with a heightened need for protection. Edwards offers advice based on her years of experience working with clients of all ages to prevent fraud.

Also in the discussion:

• How scammers are using AI to exploit their victims

• Specific warning signs that a senior is being targeted

• Why investment scams are a particular danger for affluent seniors

• The importance of establishing a “trusted circle,” and how to make it effective

Additional information:

If you’d like to take notes on today’s episode, you can download this free template.

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Have a question for Oscarlyn or her guests? Email [email protected]

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I've Been Meaning To Do ThatBy Truist Wealth

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