Enhance Economic Security

• Benefits Access
• Economic Security Initiative
  • Savvy Saving Seniors
  • Economic Security Resources
• Mature Workers
• Home Equity
• National Center for Benefits Outreach & Enrollment

Resources

For Professionals

• NCOA and Bank of America Charitable Foundation Partner to Help Seniors Become Savvy Savers
• Restoring Sight and Hope to One in Need
• NCOA Shares Economic Security Work with Midwest Funders
• Top 6 Policy Issues Affecting Seniors in 2012
• Sarah’s Story
• The Impact of Isolation on the Economic Security of Older Adults
• Enhancing the Economic Security of Older Adults: Connecting Clients with Public and Private Community Resources

For Older Adults and Caregivers

• Sarah’s Story
• Benefits Access: Fact Sheet

For Advocates

• Sarah’s Story
• Squeezing Core Benefits through a Reverse Mortgage

Banking on Local Partners: Successes from the Field

NCOA’s resource centers for the Economic Security Initiative (ESI) and Senior Community Service Employment Program (SCSEP) continue to expand their local partnerships in an effort to connect more older adults to financial services. Here’s a glimpse at some of their recent successes:

New Jersey

The NJ ESI team was recently invited to present their services to the network of local libraries. The libraries learned of the initiative and requested a presentation in order to better inform their referrals to ESI. In addition, several adult living communities have added the ESI brochure to their welcome package for new residents.

Tennessee

NCOA’s Tennessee Resource Center was a collaborating partner in Bank On Music City, part of the Mayor of Nashville's initiative to lower the poverty rate. Participants got free credit reports, tax assistance, and signed up for bank accounts. Two of the center’s clients were interviewed by the media—one was the first person to open a bank account at the event, and another cautioned others against predatory lenders.

Virginia

The NCOA Virginia Resource Center teamed with its local area agency on aging and the Fairfax Community Development Credit Union for a financial education event on Feb. 22. The event included a presentation of the Savvy Saving Seniors materials. In addition, the Credit Union is now offering all of the center’s ESI and SCSEP clients a free checking account and a one-time $25 deposit upon opening the account.

West Virginia

Our West Virginia team helped a SCSEP subgrantee, Southwestern Community Action Council (SCAC), to embrace the ESI approach to holistic economic casework for clients. SCAC held a presentation on BenefitsCheckUp® and EconomicCheckUp at a local elementary school, where parent resource coordinators were interested in learning more about the tools and how they could be helpful with caregiving responsibilities. SCAC is also looking at opportunities to engage their local Goodwill in the Economic Security Initiative.

want to live in a country where

older adults don't have to choose between paying for medicine or food.