Money Smart for Older Adults: Prevent Elder Financial Exploitation - A Train-the-Trainer for Teaching Older Adults to Protect Themselves from Financial Exploitation

Start time
10:00 AM Pacific
End time
11:00 AM Pacific

Presented by ASA’s Business Forum on Aging (BFA) 

ASA Members: Register now for FREE

Not a Member? Join ASA or Register for this event for $49

Includes complimentary CEUs

This webinar is based on a workshop that was presented at the 2016 Aging in America Conference.

The Consumer Financial Protection Bureau, Office for Older Americans, FDIC and D.C. Office on Aging will train trainers on the Money Smart for Older Adults curriculum. This session provides an overview of the curriculum with a focus on common frauds, scams and exploitation that target older adults. Participants will receive an instructor guide, a participant guide and other resources, and will learn best practices for providing effective presentations to older adults and family caregivers.

Participants in this web seminar will be able to:

  • Understand the updated Money Smart for Older Adults curriculum and complementary resources and information for older adults, family caregivers and concerned community members;
  • Identify different types of elder financial exploitation that target older adults;
  • List best practices for planning a workshop or seminar for older adults in collaboration with diverse stakeholders; and,
  • Describe skills for making effective presentations to older adults.


Luke Reynolds’ team develops, enhances and promotes FDIC’s financial education resources. Luke is a deputy ethics counselor, commissioned bank compliance examiner and licensed attorney.

As the FDIC’s general counsel, Michael Kirkwood provides legal advice, representation and services to the D.C. Office on Aging’s executive director, management, and the Commission on Aging.  Additionally, he serves as the agency’s Freedom of Information Act and Ethics Officer.

Jenefer Duane is senior program analyst with the Consumer Financial Protection Bureau, Office for Older Americans. She serves as the senior program analyst in the Bureaus’ Office of Financial Protection for Older Americans.