Safe Banking for Seniors

What you’ll need to register in 2023:

• The communities you expect to reach (participating city/state)
• Number of people you intend to reach (estimates are welcome)
• Number of staff volunteers (estimates are welcome)

Once you’re registered:

You’ll get a confirmation email with access to program materials, and all the information you’ll need to educate elders and their loved ones about how to protect their financial assets and identities.

Bankers: Register  Update Participation

Have questions? Contact us at [email protected].

Consumers: Request a "Safe Banking for Seniors" Presentation

About Safe Banking for Seniors

The free national program, sponsored by the ABA Foundation, provides bankers with tools and resources to connect with their local communities on these topics:

• Identifying and avoiding scams
• Preventing identity theft 
• Choosing a financial caregiver
• Acting as a responsible financial caregiver 
• Understanding powers of attorney 
• Choosing executors
• Planning for stages of cognitive decline

Tools and resources include presentation guides, slides, handouts, social media posts, infographics, participant activities, and more.

Flexible Participation

Banks of all sizes can access Safe Banking for Seniors for free. Registered participants will receive an email with a link to all Safe Banking for Seniors materials.

There is no wrong way to utilize Safe Banking for Seniors! We have added new turnkey resources to use in any way you see fit to inform and support your community. Get involved your way — in person, on social media, or beyond!

Resources

• Financial Education Training Webinar Portal
• Older Americans Resource Page
• 2021 Older Americans Survey Report
• Protecting Seniors Partnership Guide.
• SBFS Participating Banks