Savvy Saving Seniors®
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Savvy Saving Seniors®

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For Older Adults

Get quick tips from Savvy Saving Seniors®

For many disadvantaged older adults, the path to economic security begins with basic money management. Learning how to budget, avoid scams, apply for benefits, and manage prepaid debit cards can help them stay secure and independent longer.

With support from the Bank of America Charitable Foundation, NCOA developed the following toolkits to help professionals educate older adults about good money skills. Use them to hold a Savvy Saving Seniors® financial education workshop in your community!

Materials


Toolkit 1: Becoming Resource-FULL with the Help of Benefits & Peace of Mind Savings

This toolkit covers budgeting tips, money management tips and tricks, benefits of banking, budget busters to avoid, and how to find and apply for benefits. 

Training Guide

Get step-by-step instructions on how to host a 90-minute training workshop. The guide includes a script for the full program curriculum, helpful tips for facilitators, frequently asked questions, and additional resources.

Presentation Slides

Use this PowerPoint presentation during the workshop, and even personalize it using your organization's name and contact information.

Handbook for Participants

Print and distribute this handbook for older adults to use during and after the workshop. The handbook includes a quiz, sample budget, spending diary, checklists, frequently asked questions, and useful links to more information.

Evaluation Forms

Let us know what you think of the Savvy Saving Seniors® program! Please download, complete, and return our evaluation forms.

Webinar

Get tips on how to use this toolkit by listening to our webinar.


Toolkit 2: Steps to Avoiding Scams

This toolkit provides an overview of popular scams targeting seniors, tips for avoiding them, and next steps for victims of financial fraud. It was developed in partnership with the Women’s Institute for a Secure Retirement.

Training Guide

Get step-by-step instructions on how to host a 60-minute training workshop. The guide includes a script for the full program curriculum, helpful tips for facilitators, frequently asked questions, and additional resources.

Presentation Slides

Use this PowerPoint presentation during the workshop, and even personalize it using your organization's name and contact information.

Handbook for Participants

Print and distribute this handbook for older adults to use during and after the workshop. The handbook includes a quiz, tips for avoiding scams, and useful links to more information.

Evaluation Forms

Let us know what you think of the Savvy Saving Seniors® Scams program! Please download, complete, and return our evaluation forms.

Webinar

Get tips on how to use this toolkit by listening to our webinar.


Toolkit 3: It's In the Cards

This toolkit covers tips and ideas on how to use, manage, and protect government-issued and prepaid debit cards. It was developed in partnership with Money Management International.

Training Guide

Get step-by-step instructions on how to host a 90-minute training workshop. The guide includes a script for the full program curriculum, helpful tips for facilitators, frequently asked questions, and additional resources.

Presentation Slides

Use this PowerPoint presentation during the workshop, and even personalize it using your organization's name and contact information.

Handbook for Participants

Print and distribute this handbook for older adults to use during and after the workshop. The handbook includes a quiz, tips and tricks, questions and answers, and links to helpful information.

Evaluation Forms

Let us know what you think of the Savvy Saving Seniors® It's in the Cards program! Please download, complete, and return our evaluation forms.


If you have questions or want more information about the Savvy Saving Seniors® program, please contact savvyseniors@ncoa.org.