Tips and Tools for Helping Seniors Avoid Financial Exploitation
Next Step Financial Wellness Seminars & Webinars
At Regions, we are committed to providing the advice, guidance and perspective your employees need to help them make the most out of their money. That's why we offer complimentary, on-site seminars and virtual webinars where a knowledgeable Regions associate will walk them through easy-to-understand courses covering different financial topics, handouts and assessments to get them on the road to financial wellbeing.
Overview
Learn to protect seniors against financial exploitation, guard them against identity theft, and help them prepare for others managing their finances. Understand why it is difficult for some seniors to identify and/or report financial exploitation. Help seniors determine a trustworthy power of attorney to manage their finances. Learn how to help seniors avoid identity theft through preventive practices, monitoring accounts and credit, and develop a plan for future emergencies.
This workshop will answer these big questions:
- How can you recognize and reduce the risk of senior financial exploitation?
- How can you help a senior guard himself or herself against identity theft?
- What can you do to help a senior plan financially and prepare for the unexpected?
Available Versions
- English language
- Spanish language
Preview the Deck
English - Helping Seniors Avoid Financial Exploitation
Get More Information or Book an Event
Knowledgeable Regions Associates bankwide are ready help your employees reach financial success. To learn more or get started, click “Find a Location” to schedule an appointment.