Savvy Saving Seniors™
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Savvy Saving Seniors™

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For many vulnerable and disadvantaged older adults, the path to economic security begins with basic money management. Learning how to budget, avoid scams, and apply for benefits 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.

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

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Want to make your home equity work for you in retirement?

Visit Home Equity Advisor to find tools and advice to help use and protect the value in your home.

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Having trouble paying your bills?

Get a free BenefitsCheckUp® to see if you qualify for benefits to help you pay for medicine, health care, food, utilities, and more.

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