Senior Financial Education Workshops

Due to the COVID-19 pandemic, workshops are held virtually. Click here for information and registration.

Whether you're getting ready to retire or are already there, learn how to protect your money, home and identity

Six-session workshop helps older adults take charge of their finances

Based on the Money Smart for Older Adults program, an instructor-led training curriculum developed jointly by the Federal Deposit Insurance Corporation (FDIC) and the Consumer Financial Protection Bureau (CFPB). The program raises awareness among older adults and their caregivers on how to prevent elder financial exploitation and encourages advance planning and informed financial decision making. The workshops cover the following topics:

• Recognizing Elder Financial Exploitation and Scams
• Preparing for the Future
• Goal Setting & Budgeting
• Taking Control of Credit & Debt
• Building Savings & Understanding Financial Products
• Action Plan: Tying it all Together
• Health & Wellness