An Overview of Your Money Seniors
Financial literacy is an essential life skill – no matter your age – and it is a life‑long learning experience. Meeting the needs of seniors has always been a priority for banks in Canada and advancing financial literary is an important part of the CBA’s overall mandate.
Whether you are about to retire or have already retired, many senior Canadians face similar questions: Will my money last through retirement? How should I manage my financial affairs if I need physical or other assistance? What scams and frauds should I be aware of? Bankers have a depth of experience working with customers and the Your Money Seniors seminars can help answer these and other important questions.
Do you know, or are you part of, a seniors’ group that could benefit from a Your Money Seniors seminar?
Requesting a Your Money Seniors seminar is easy! Complete the seminar request form or give us a call at 1-800-263-0231, ext. 260.
What's Included in the Seminar
Your Money Seniors is available at no cost and consists of three, one-hour seminars designed for Canadians 55 and over. The non‑commercial seminars are presented by banker volunteers across Canada who volunteer their time and expertise in their community, and cover three topics:
- Fraud Prevention
how to identify and protect yourself from frauds and scams targeted at seniors
- Financial Abuse
what it is and how to avoid it, with an emphasis on avoiding risks associated with Powers of Attorney and Joint Accounts; and
- Cash Management
how to prepare yourself financially if you’re in or nearing retirement.
Find out more about the topics each seminar covers through the below links, and submit a seminar request for your seniors’ group. Be sure to follow us on the Your Money Seniors Facebook page too!
Are you interested in becoming a Your Money Students or Your Money Seniors volunteer? Both seminar programs are delivered in local communities by banker volunteers. Bankers from CBA Member institutions across Canada are welcome to participate. Complete the Your Money Presenters form to submit your application to volunteer.
Cash Management: Making the Most of Your Retirement
Section 1
Retirement Today
Section 2
Where Will the Money Come From?
Section 4
Expecting the Unexpected
Financial Abuse: Protecting Your Money and Yourself
Section 1
Top Forms of Financial Abuse
Section 3
Do You Suspect Financial Abuse?
Section 4
Where to Go for Help
Fraud Prevention: Know the Signs, Empower Yourself
Section 1
Top Forms of Financial Fraud
Section 2
Is It Legit? 5 Questions to Ask
Section 3
9 Ways to Prevent Fraud
Section 4
Be Smart About Your PIN
Section 5
How to Protect Yourself From Title Fraud