FDIC-Insured – Backed by the full faith and credit of the U.S. Government
Raising Awareness Among Older Adults and Their Caregivers on How to Prevent Fraud, Scams, and Elder Financial Exploitation
Older Adults
This course program aims to raise awareness among older adults, and their caregivers, on how to prevent elder financial exploitation and to encourage advance planning and informed financial decision-making. We provide information on avoiding investment fraud, telephone scams, charity scams, internet scams, identity theft, and scams that target homeowners.
Lessons
Lesson Number |
Lesson Name |
Estimated Time |
Focus Area(s) |
|---|---|---|---|
1 |
Getting Started |
10 Minutes |
|
2 |
Common Types of Elder Financial Exploitation |
20 Minutes |
Guard against abuse by using trustworthy helpers to manage property and personal finances. Protect yourself from romance ploys. |
3 |
Investment Fraud |
15 Minutes |
Misleading ads that promise guaranteed investment returns. |
4 |
Avoiding Telephone Scams |
15 Minutes |
A fake call or electronic message from someone falsely claiming to represent the government, a company or a grandchild. |
5 |
Avoiding Charity Scams |
15 Minutes |
Deceptive request to donate towards a charity or non-profit that require or pressure a person to make a quick decision. |
6 |
Avoiding Computer / Internet Scams |
15 Minutes |
False assertion from fake computer technicians or information technology companies claiming your computer has been compromised. |
7 |
Identity Theft / Medical Identity Theft |
15 Minutes |
Request for your Social Security, Medicare or other personal information to use in order to run up unauthorized charges to your accounts. |
8 |
Planning for Unexpected Life Events |
15 Minutes |
Preparation for unexpected health problems and natural disasters. |
9 |
Scams That Target Homeowners |
15 Minutes |
Dishonest contact by solicitors offering home improvement and repair services, normally after a weather emergency. |
10 |
Scams That Target Veterans |
15 Minutes |
A purported fiduciary offering assistance that ultimately negatively affect your eligibility for public benefit programs. |
Advancing Communities With Financial Literacy
