FINANCIAL WELLNESS FOR SENIORS

Duration : 1.5 – 2 hours
Fee : FREE

LEARNING OBJECTIVES

• What is financial abuse?
• Who might be an abuser?
• Why do you think financial abusers target seniors?
• Examples of financial abuse
• Preventing financial abuse
• What can be done about financial abuse?
• Counterfeit bank notes
• Advanced planning tools: Will
• Advanced planning tools: Power of attorney
• Advanced planning tools: Joint bank accounts