Your Money Seniors program

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.

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.

VISIT website for seminar request form and seminar modules summary