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Bring “Safe Banking for Seniors” to your community

A free, turnkey event available online or as an in-person presentation for older adults, their families and caregivers

Safe Banking for Seniors is a free, educational event that empowers older adults, their families and caregivers with the information they need to protect their financial assets and combat financial scams.

Used by community organizations across the country, this 60-minute presentation — delivered by a banking professional – is a concrete step toward reducing the financial exploitation of otherwise vulnerable seniors in communities like yours.

Types of Participating Organizations

  • Senior Centers
  • Community Centers
  • Housing Agencies
  • Adult Protective Services Departments
  • Sheriff's Offices
  • Religious Organizations

  • Bankers

Community Members

How It Works

There are 5 simple steps to hosting “Safe Banking for Seniors” as a virtual or an in-person presentation or older adults, their families and caregivers in your community.

  • Step 1: Request a banker-led presentation for your organization by completing the simple FinEdLink form.
  • Step 2: The ABA Foundation will match you with a banking professional in your community who is available to conduct the presentation.
  • Step 3: You and the banker volunteer decide on the details of the presentation.
  • Step 4: You hold the event at your chosen date and time.
  • Step 5:  Handouts and other materials will be available to share with participants as downloads, or to take home and share with others.

Bankers

What you’ll need to register in 2024:

  • 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)
 Learn More and Register for Safe Banking for Seniors

Take the Next Step: Hold a “Safe Banking for Seniors” event in your community

Schedule an event in your community. Get started by finding a participating bank, using the button below.

Get Started

What People Are Saying

"We used the ABA Foundation’s FinEdLink platform to connect with a local bank to partner with us. A passionate banker from Croghan Colonial Bank came out and shared a comprehensive Safe Banking for Seniors presentation on how older Americans can combat elder fraud. It was so helpful and informative, we received requests to schedule many more presentations throughout our community to spread the word."

Joseph L. From OH

"Mr. Panetta, from Dime Community Bank, was great. He and I decided to host a bilingual informative presentation on ways to identify and prevent fraud. Thanking you again for connecting me to Mr. Panetta."

Denise R. from NY

"I wanted to let you know how much we at McLean Community Village Association and the older adult community of McLean appreciated the time and effort the bank took to bring us a comprehensive education on choosing a financial caregiver."

Caroline W. from VA

"We were able to have Mr. John Jordan do a wonderful presentation. He responded promptly when I asked for a presenter. I serve 102 extremely low income seniors, and they even shared spam calls and scam calls with Mr. Jordan; it was a very timely presentation, and I appreciate the opportunity to have had this resource! Thank you ABA Foundation for the work you are doing to help protect and educate vulnerable populations."

Lisa N. from TN

"We had two bankers come in and they lead an excellent presentation for our seniors. Thank you so much for your assistance!"

Carol R. from TN

"We hosted two events, one at each of the two senior properties I manage. The banker was awesome and she did a great job!"

Leann T. from NC

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