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Safe Banking for Seniors

Safe Banking for Seniors banner

​​Financial abuse against older Americans can take many forms, from illegal debits, to third-party scams and even unauthorized withdrawals by an approved caregiver. And with the share of the U.S. population 65 years and over projected to reach 20 percent by 2025, the opportunities to take advantage of these at-risk bank customers become more prevalent—by the minute.

Join us in our pledge to empower customers and communities with the facts, tools and resources they need to bank more securely. Together, we can help eliminate the almost $2.9 billion lost annually to fraud against older Americans.




Banks can register for free to receive access to exclusive Safe Banking for Seniors (SBFS) resources, which contain presentation lessons, participant activities, communication tools and promotional materials.

Additionally, opt-in during registration to the new FinEdLink component to connect your bank with organizations requesting a Safe Banking for Seniors presentation.

Safe Banking for Seniors Materials

View the list of participating banks.


 About SBFS


What is the Safe Banking for Seniors (SBFS) Program?

The ABA Foundation's Safe Banking for Seniors is a bank community outreach program open to all banks (ABA membership is not required) that provides bankers with free presentation lessons, activities and other materials to educate older Americans in their community about how to bank more securely.

Why should I participate?

Your unique set of skills can help address and prevent a serious problem in our nation—one that threatens the economic stability of America—financial abuse against older Americans. You can play a part in helping consumers develop the knowledge, tools, and capability they need in order to make better informed decisions about securing their finances. Additionally this a fun and engaging opportunity to connect to your community while demonstrating leadership on this important subject.

How can my bank participate in SBFS?

Register your free participation in the program today through ABA's Shopping Cart. Free Banker Registration opens January 8, 2018. Once you've registered, use the free presentation planning tools, lesson plans, social media guide and press materials to publicize your bank's efforts.

How can I learn more before I register my bank?

Attend a live Safe Banking for Seniors webinar or access a pre-recorded training session. These hour-long sessions are designed to familiarize bankers new to Safe Banking for Seniors by breaking down the program and providing action steps and ideas.

If you still have questions, please contact ABA Foundation or call 1-800-BANKERS and ask to speak with an ABA Foundation staff member.




Find Your Safe Banking for Seniors Link

FinEdLink is a new, free component the Safe Banking for Seniors program. It connects registered banks with community organizations or agencies that focus on the needs and welfare of seniors. Through FinEdLink, these organizations or agencies can request a banker-led presentation. By opting in on the program registration form, you are agreeing to accept requests and lead a presentation.

Frequently Asked Questions

1. How will I receive presentation requests?

Once you opt-in to participate in FinEdLink on the Safe Banking for Seniors registration form, you will receive presentation requests via email from the ABA Foundation. This email will contain detailed information about the requested presentation. ABA Foundation staff is available help to facilitate these partnerships.

2. What topics will I present?

You will be asked to present topics taken directly from the Safe Banking for Seniors program: Identifying and Avoiding Scams, Preventing Identity Theft, Choosing a Financial Caregiver and Acting As a Responsible Caregiver. In some cases, you may be asked to present more than one topic.

3. Where will the presentation be held?

Logistics for presentations will be coordinated between you and the requesters. Presentations can be held at the facility of the requesting organization, bank branch, public library or other community centers.

4. What if I still have questions?

Contact ABA Foundation or call 1-800-BANKERS and ask to speak with an ABA Foundation staff member.




Free Banker Resources

Presentation and Outreach Materials

Register your bank to receive access to presentation and communications resources for the following modules:

  • Identifying and Avoiding Scams
  • Protecting Your Assets by Preventing Identity Theft
  • Choosing a Financial Caregiver
  • Acting as a Responsible Financial Caregiver


Toolbox: Protecting the Financial Security of Older Americans

  • Resource 1: Starting a Senior Financial Education Program at Your Bank
  • Resource 2​: Planning Senior Financial Education Program Events
  • Resource 3​: Communicating Your Senior Financial Education Program


 State Banker Association Champions


Thank you to the following state bankers associations that have pledged to promote the Safe Banking for Seniors campaign in their states:​

  • Arizona Bankers Association
  • Arkansas Bankers Association
  • California Bankers Association
  • Colorado Bankers Association
  • Connecticut Bankers Association
  • Delaware Bankers Association
  • Florida Bankers Association
  • Georgia Bankers Association
  • Hawaii Bankers Association
  • Illinois Bankers Association
  • Indiana Bankers Association
  • Iowa Bankers Association
  • Kansas Bankers Association
  • Louisiana Bankers Association
  • Maryland Bankers Association
  • Massachusetts Bankers Association
  • Michigan Bankers Association
  • Minnesota Bankers Association
  • Missouri Bankers Association
  • Montana Bankers Association
  • Nebraska Bankers Association
  • Nevada Bankers Association
  • New Hampshire Bankers Association
  • New Jersey Bankers Association
  • North Carolina Bankers Association​
  • North Dakota Bankers Association
  • Ohio Bankers League
  • Oklahoma Bankers Association
  • Oregon Bankers Association
  • Pennsylvania Bankers Association
  • Rhode Island Bankers Association
  • South Carolina Bankers Association
  • South Dakota Bankers Association
  • Tennessee Bankers Association
  • Texas Bankers Association
  • Utah Bankers Associations
  • Vermont Bankers Association
  • Virginia Bankers Association
  • Washington Bankers Association
  • West Virginia Bankers Association​
  • Wisconsin Bankers Association

Questions? Contact Sam Kunjukunju​ for more information.


 Presentation Request


Use the FinEdLink portal to connect with a banker in your community and receive a free presentation on elder financial abuse.


 Webinar Registration


Protecting Seniors: Tips to Support Your Older Customers and Their Financial Caregivers
November 15, 2018
3:00 pm EST

Join this free web discussion to learn ways you and your bank can support financial caregivers—and your older customers—so they can manage their finances and understand the risks of financial abuse. ​


 Fight Elder Financial Abuse


 Related Resources