Financial Fraud Protection for Seniors, their families, and the communities who care for them
Welcome to Need To Know
Financial Abuse Prevention. Fraud Defense. Cyber Protection.
Seniors, families, and the communities that support them face growing threats from fraud and cybercrime — but no one has to face them alone.
Founded by fraud-defense expert Robin Bernhard, Need To Know equips senior living facilities, caregivers, and residents with the tools, training, and confidence to stay ahead
of evolving scams.
Through dynamic speaking events, interactive workshops, and practical consulting programs, we turn awareness into action — helping you build safer environments and stronger defenses.
At Need To Know, we believe that protection starts with knowledge.
Together, we can safeguard what matters most: the trust,
independence, and wellbeing of seniors and their families.
About Need To Know
Robin Bernhard — Founder & Leading Advocate Against Elder Financial Fraud & Abuse
Robin Bernhard is a fraud-defense advocate and technology leader who has spent most of his professional career at the intersection of technology and trust. He has worked for industry leaders including Microsoft, Barclays, International Game Technology (IGT), and Western Alliance Bank, partnering directly with clients to design and deliver solutions that help businesses and individuals recognize, prevent, and respond to financial exploitation.
His work became personal when his mother hired a contractor who offered to “help” her make a Venmo payment from her phone — only to pay himself twice and disappear. Robin uncovered the abuse, stopped it, and turned that painful experience into a driving passion: protecting seniors and their families from financial exploitation.
Through Need To Know, Robin empowers senior living facilities, caregivers, families, and individuals to recognize, prevent, and respond to fraud with confidence and clarity.
Need To Know Services
Featured Talks
Dynamic, story-driven presentations that expose the latest scams, financial abuse tactics, and cyber risks targeting seniors — paired with clear, actionable strategies for defense.
Workshops
Interactive, hands-on sessions where caregivers, staff, and families practice identifying and stopping fraud in real-world scenarios.
Consulting
Customized assessments and solutions that strengthen organizational policies, train staff, and safeguard residents.
Contact Us
Interested in strengthening your organization’s
fraud prevention and cybersecurity awareness?