For many disadvantaged older adults, the path to economic security begins with basic money management. But scams and financial fraud can force seniors off that path.
With support from the Bank of America Charitable Foundation, NCOA developed this toolkit to help professionals educate older adults about good money skills. Use them to hold a Savvy Saving Seniors® financial education workshop in your community!
This Steps to Avoiding Scams 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. These tools are part of our Savvy Saving Seniors® financial education workshop series, which include other modules on becoming resource-full and tips on using and managing government-issued and prepaid cards.
Each Savvy Saving Seniors® toolkit comes with all of the materials needed to successfully conduct a financial education workshop.
Savvy Saving Seniors® Steps to Avoid Scams Toolkit |
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| Facilitator 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 the PowerPoint presentation during the workshop, and even personalize it using your organization’s name and contact information. |
Spanish |
| Participant handbook | This handbook is for older adults to use during and after the workshop. Handbooks include quizzes, checklists, frequently asked questions, and useful links to more information. | |
