For many disadvantaged older adults, the path to economic security begins with basic money management. But scams and financial fraud can force seniors off that path.

With support from the Bank of America Charitable Foundation, NCOA developed this toolkit to help professionals educate older adults about good money skills. Use them to hold a Savvy Saving Seniors® financial education workshop in your community!

This Steps to Avoiding Scams toolkit provides an overview of popular scams targeting seniors, tips for avoiding them, and next steps for victims of financial fraud. It was developed in partnership with the Women’s Institute for a Secure Retirement.

Each Savvy Saving Seniors® toolkit comes with all of the marketing, facilitation, participant, and other materials needed to successfully conduct a financial education workshop. Specifically, you’ll get:

• Marketing flyer to publicize a workshop in your community.
• Training guides: Get step-by-step instructions on how to host a 90-minute training workshop. The guide includes a script for the full program curriculum, helpful tips for facilitators, frequently asked questions, and additional resources.
• Presentation slides: Use the PowerPoint presentation during the workshop, and even personalize it using your organization’s name and contact information.
• Participant handbook: Each handbook are for older adults to use during and after the workshop. Handbooks include quizzes, checklists, frequently asked questions, and useful links to more information.
• Evaluation forms: Let us know what you and the seniors in your workshop think of the Savvy Saving Seniors® program!