Older Adults Reported $2.4 Billion Lost to Financial Scams in 2024 Alone

However, the Federal Trade Commission estimates the true amount lost to be as high as $81.5 billion, because most fraud goes undetected or unreported.

At Himelick Financial Group, protecting what you've built doesn't stop at portfolio management. That's why we provide all of our clients with complimentary access to Carefull, an AI-powered financial safety platform designed to help keep your financial life secure.

Join us on June 9th for a live walkthrough of the platform with Rachel Hodge Horowitz, Partnerships Manager at Carefull, and see firsthand how it's working to protect you.

What We'll Cover

• How financial fraud and exploitation actually happen, and why older adults are disproportionately targeted
• A live demo of the Carefull platform, including account monitoring, identity protection, and some new features
• How to set up and get the most out of your complimentary Carefull access
• Q&A with Rachel Hodge Horowitz, Partnerships Manager at Carefull and Forrest Six, Financial Advisor

Who Should Attend

• Himelick Financial Group clients who want to see Carefull in action
• Anyone who manages finances for or with an aging parent
• Friends and family of Himelick Financial Group clients looking to better protect their financial life from threats

Meet Your Presenter

Rachel Hodge Horowitz, Partnerships Manager at Carefull, has spent the past four years helping financial advisors and their clients access meaningful protections against fraud, scams, and money mistakes. In this session, Rachel will walk you through what Carefull is and how to take full advantage of the platform once you're enrolled.