Resources (Available Post-Event)


About Elder Fraud

An estimated $37 billion* was lost through scams against elders in 2017 alone. Those scams included:

  • Phony IRS agents
  • Fake lotteries  
  • Charity scams
  • Fictional stories of distressed loved ones
  • Computer viruses or credit card scams 

You’d never fall for it?

With one in 18 elders victimized each year**, chances are someone you know did. Benchmark and Bank of America Merrill Lynch join forces for an in-depth panel conversation with experts from banking and cybersecurity, elder law and senior care to educate and share how you can protect your assets and identity.

April 2, 2019

Space is limited.

Brae Burn Country Club

326 Fuller Street 

West Newton, MA 02465

5:30 p.m. Registration & Cocktail Reception

6:15 p.m. Presentation & Panel

7:30 p.m. Dessert & Conversation

Expert Panel

Tom Grape—Founder, Chairman and CEO of Waltham-based Benchmark. Tom is a leader in the senior living industry and a visionary in “elevating human connection.”

Surya Kolluri—Managing Director at Bank of America Merrill Lynch. As a thought leader in the banking industry, Surya directs global policy and strategy around longevity and retirement. 

Andrea Teichman—Senior Vice President and General Counsel at Benchmark. Primarily responsible for legal matters, risk management and compliance at Benchmark, Andrea will share her personal story as the adult child of an elder fraud victim.

Liz Loewy—Co-founder and COO of EverSafe. The former Chief of The Elder Abuse Prosecution Unit in the Manhattan District Attorney Office.

Philip C. Marshall—Elder Justice Advocate. Philip courageously blew the whistle in the most publicized case of elder fraud in the United States. The victim was his grandmother, the late Brooke Astor. The defendant in a six-month criminal trial was his father. 

John Hibbs—Managing Director at Bank of America Merrill Lynch. After his time with the NSA, John ran cybersecurity for the U.S. Navy. He now directs cybersecurity for Bank of America.

* Leiber, N. (2018, May 3).  Bloomberg 

** Grant, K. (2017, Aug 28). CNBC

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