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MONEY SMART
for Older Adults
Resource Guide
September 2018Bureau of Consumer
Financial ProtectionWelcome to Money Smart for Older Adults!
Financial exploitation has been called the crime of the 21st
century
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01
Start by downloading the Money Smart for Older Adults resource manual from the official website.
02
Read through the manual thoroughly to understand the various topics covered.
03
Begin filling out the workbook section of the manual, answering the questions and providing any requested information.
04
Take your time to carefully review and make sure all the information provided is accurate and complete.
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Finally, if you have any questions or need assistance with filling out the Money Smart for Older Adults, reach out to the designated contact provided in the manual for help.
Who needs money smart for older?
01
Money Smart for Older Adults is designed for individuals who are aging and want to improve their financial knowledge and skills.
02
It is also beneficial for caretakers or family members who are responsible for managing the financial affairs of older adults.
03
Additionally, financial advisors or professionals who work specifically with older adults can use Money Smart for Older Adults as a resource to educate and assist their clients.
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What is money smart for older?
Money Smart for Older Adults is a financial education program designed to empower older adults with the knowledge and skills to make informed financial decisions.
Who is required to file money smart for older?
There is no requirement to file Money Smart for Older Adults program as it is a voluntary financial education program.
How to fill out money smart for older?
Money Smart for Older Adults can be accessed online through the Consumer Financial Protection Bureau's official website and completed at a self-paced manner.
What is the purpose of money smart for older?
The purpose of Money Smart for Older Adults is to provide older adults with the necessary financial knowledge and skills to avoid financial exploitation, scams, and make sound financial decisions.
What information must be reported on money smart for older?
Money Smart for Older Adults does not require any information to be reported as it is a self-directed financial education program.
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