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Upcoming Events
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Accounting Day-San Diego
Monday, October 25, 2021


Jim's upcoming Excel website: Subscribe

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Seminars and Speaking Engagements-Seniors

Seminars and Speaking Engagements

Jim Colville is asked to speak for various professional and organizations within the eldercare community including putting on or speaking at seminars on a variety of topics.

General Topics

  • Tax Planning for Seniors
  • Planned Giving
  • Charitable Contributions and Helping Others

Topics Related to Senior Financial Abuse

  • Clues in your tax return and documents about financial abuse or fraud
  • Elder Financial Abuse � How Can I Protect My Aging Parent Against Financial Abuse?
  • Financial Exploitation of the Elderly
  • Gone Without a Trace (most popular topic)
  • Financial fraud and abuse: scam artists, family members, who else?
  • What to do when financial abuse is suspected by a family member
  • Seniors, dementia and financial abuse