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The Long View

Kathy Stokes: Why Investment Fraud Is Growing by Leaps and Bounds

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5775 Ratings

🗓️ 3 September 2024

⏱️ 47 minutes

🧾️ Download transcript

Summary

AARP’s director of fraud prevention discusses the growing threat of crypto-related scams and what older adults can do to protect themselves.

Transcript

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0:00.0

At Jackson, we've created a digital retirement planning experience with you and mine.

0:05.5

Visit jackson.com to explore our easy-to-understand resources and user-friendly tools

0:10.1

that are designed to enable financial professionals and clients to plan a path to financial freedom.

0:15.5

Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,

0:20.5

and Jackson National Life Insurance Company of Lansing, Michigan, and Jackson

0:21.4

National Life Insurance Company of New York, purchase New York.

0:26.6

Please stay tuned for important disclosure information at the conclusion of this episode.

0:32.9

Hi, and welcome to The Longview. I'm Christine Ben's Director of Personal Finance and Retirement

0:37.9

Planning for Morning Star. And I'm Amy Arnott, portfolio strategist for Morningstar. Our guest on the podcast

0:44.0

today is Kathy Stokes. Kathy is Director of Fraud Prevention Programs with AARP, where she leads

0:51.0

AARP's efforts to educate older adults on the risks that fraud represents to their financial security.

0:57.7

Kathy currently serves on the Advisory Council to the Board of the International Association of Financial Crimes Investigators

1:03.8

and on the Advisory Council to the Senior Issues Committee of the North American Securities Administrators Association.

1:10.8

Kathy also serves on a Federal Reserve Working Group on... Committee of the North American Securities Administrators Association.

1:16.5

Kathy also serves on a Federal Reserve Working Group on scam information sharing.

1:22.0

Prior to joining AARP, Kathy managed her own company, KSM Communications,

1:26.7

and she also held various roles in public affairs at the Brookings Institution,

1:28.8

Ernst & Young, Mercer, and the Employee Benefit Research Institute. She received her bachelor's degree in rhetoric and communications

1:34.5

at the University of Pittsburgh and her master's in American government at Johns Hopkins University.

1:40.9

Kathy, welcome to the Longview. Thank you so much for having me.

1:44.7

Well, thanks for being here.

1:45.9

This is an important topic.

...

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