Listen to the Podcast
- 2:26 – What’s the Consumer Financial Protection Bureau’s (CFPB) Office for Older Americans
- 3:22 – Considering a financial caregiver
- 4:29 – Informal caregivers (conversation partner, trusted contact person, convenience account)
- 8:28 – Choosing a financial caregiver
- 9:54 – Managing Someone Else’s Money guides
- 10:42 – What’s a power of attorney
- 12:45 – What’s a representative payee (or VA fiduciary)
- 14:00 – What’s a guardian of property (conservator)
- 15:33 – What’s a trustee (revocable living trusts)
- 17:04 – Planning for diminished capacity and illness
- 18:57 – consumerfinance.gov/coronavirus
- 20:47 – Questions
Lisa Weintraub Schifferle is a Senior Policy Analyst in the CFPB’s Office for Older Americans. She leads the Managing Someone Else’s Money financial caregiving program and supports the Office’s work to combat elder financial exploitation.
Ms. Schifferle’s career in consumer protection spans more than 20 years. Before coming to the CFPB, she worked for 12 years at the Federal Trade Commission (FTC), where she trained consumers, business and advocates on scams, identity theft, and cybersecurity. She also served as the FTC’s Identity Theft Coordinator and litigated fraud and data security cases.
Ms. Schifferle spent eight years at the Maryland Legal Aid Bureau, as a Staff Attorney and Supervising Attorney. She represented low-income clients in consumer, bankruptcy, housing, public benefits and employment cases.
Ms. Schifferle received her B.A. summa cum laude from Yale College and her J.D. from the University of Virginia School of Law.