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Regions Financial Fundamentals

Tips and Tools for Helping Seniors Avoid Financial Exploitation

At Regions, we are committed to providing the advice, guidance and education your employees need to help them make the most out of their money. That's why we offer free, on-site seminars where a knowledgeable Regions associate will walk them through easy-to-understand courses covering different financial topics.

Seminar 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 seminar 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

Want More?

Talk to a banker to find out about the array of resources available in our financial wellness seminar collection.

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This information is general in nature and is provided for educational purposes only. Regions makes no representations as to the accuracy, completeness, timeliness, suitability or validity of any information presented. Information provided should not be relied on or interpreted as accounting, financial planning, investment, legal, or tax advice. Regions encourages you to consult a professional for advice applicable to your specific situation.