This section contains resources for professionals, academics and others to use as educational tools.
The subject of these workshops is financial literacy and financial abuse of older adults. The goal of these workshops is to provide older adults with information that will help them to protect themselves from financial abuse. “Financial literacy” means having the knowledge to prevent, recognize and respond to financial abuse.
Protect Yourself! is composed of two workshops:
Module 1: Powers of Attorney & Joint Accounts
Module 2: Frauds, Scams & Telemarketing
These videos are part of the Financial Literacy 102 series, which provides valuable information and educational tools designed to help older adults plan ahead, and to protect themselves from financial abuse.
They contain information on a number of different topics, such as powers of attorney, joint accounts and joint ownership of property, frauds and scams and tips for assisting an older adult who is being financially abused. These topics are covered through presentations and through illustrated scenarios.
This publication has been created as a general overview for professionals who work with older adults. The Financial Literacy 102 materials also include a series of videos on the topics covered in this manual. These videos are available on the disc that accompanies this manual.
The purpose of this guidebook is to enhance your own knowledge in relation to financial abuse of older adults as well as financial literacy and financial planning for older adults. This publication is also intended to serve as a tool for in-house teaching of staff and volunteers.
A video presentation by Joan Braun, former Executive Director of BC CEAS, on prevention of financial abuse and financial planning documents such as Powers of Attorney and Representation Agreements.