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AARP to Launch BankSafe Financial Exploitation Identification Training California One of Twelve States Selected for Pilot Launch

California financial institutions have an opportunity to be on the frontlines of combating financial exploitation in our state. The American Association of Retired Persons (AARP) has partnered with more than 200 experts from banks and credit unions across the country… Continue Reading

FTC Acts to Stop Telemarketing Fraud Targeting Seniors

senior portal

FTC Acts to Stop Telemarketing Fraud Targeting Seniors At the Federal Trade Commission’s request, a federal district court in Arizona has temporarily shut down a fraudulent telemarketing scheme that allegedly bilked more than $9 million from thousands of consumers across… Continue Reading

Order FREE Consumer Financial Protection Bureau Publications. – Mail Fraud Alert (10×14 placemat)

CFPB Bulk Publications Order FREE Consumer Financial Protection Bureau Publications. The central mission of the Consumer Financial Protection Bureau (CFPB) is to make markets for consumer financial products and services work for Americans-whether they are applying for a mortgage, choosing… Continue Reading

SCO: It’s Back! Property Tax Postponement Program for Qualifying Seniors and Disabled

Property Tax Postponement The State Controller’s Property Tax Postponement Program returned in 2016 after being suspended by the Legislature in 2009. The program allows homeowners who are seniors, are blind, or have a disability to defer current-year property taxes on… Continue Reading

ABA: Safe Banking for Seniors

A campaign to educate seniors and their caregivers on the risks of financial fraud ​Financial abuse against older Americans can take many forms, from illegal debits, to third-party scams and even unauthorized withdrawals by an approved caregiver. And with the share… Continue Reading

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FINRA Securities Helpline for Seniors – HELPS™

FINRA Securities Helpline for Seniors – HELPS™ A toll-free number that senior investors can call to get assistance from FINRA or raise concerns about issues with brokerage accounts and investments. Call 844-57-HELPS (844-574-3577) Monday – Friday 9 a.m. – 5 p.m.… Continue Reading

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CFPB Updates – Financial protection for older Americans

Financial protection for older Americans Older Americans face many financial challenges as they age. They have opportunities to travel, explore new fields of work or hobbies, or spend time with family and friends. But often scam artists or bad advice… Continue Reading

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Comptroller of the Currency Discusses Efforts to Protect Seniors from Financial Abuse

Comptroller of the Currency Discusses Efforts to Protect Seniors from Financial Abuse Comptroller of the Currency Thomas Curry today discussed efforts to protect seniors from financial exploitation. His remarks came during a conference hosted by the National Community Reinvestment Coalition.… Continue Reading