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