When I’m 64: Financial Literacy Resources for Those Nearing and in Retirement
This webinar will explore free financial literacy resources for older adults, provided by the Bureau of Consumer Financial Protection, and share library programming ideas for patrons related to financial planning and fraud protection.
This event has passed.
Patrons' financial interests and questions often highlight the complexity that an aging America faces as individuals transition to their golden years. Issues such as how much to save for retirement, protecting ourselves and our families from fraud, and helping loved ones manage their assets can be daunting for library staff tasked with directing patrons to reliable information. This webinar explores free resources provided by the Bureau of Consumer Financial Protection (formerly Consumer Financial Protection Bureau) that can help consumers navigate some of these complexities. You’ll also hear about programming and resources from the Kansas City Public Library that help patrons as they near their retirement years—valuable information for you and your patrons!
Presented by: Tamara Sieckman, Outreach Coordinator, Office for Older Americans, Bureau of Consumer Financial Protection; and Kim Gile, Community Reference Manager, Kansas City Public Library
- View Webinar Recording (You will be prompted to login to our free Course Catalog.)
- View slides (pdf)
- View chat (xls)
- View captions (txt)
- Learner Guide (doc) Use alone or with others to extend your learning.
Related Resources and Links
- Bureau of Consumer Financial Protection (formerly Consumer Financial Protection Bureau)
- Working with Older Adults
- Tools for financial security in later life
- Planning for Retirement:Before you claim
- Reverse Mortgages: A Discussion Guide (pdf)
- Considering a Reverse Mortgage Guide (pdf)
- Video: Reverse Mortgages
- Tools for Financial Security in Later Life
- Managing Someone Else’s Money Guides
- Money Smart for Older Adults
- Financial Education Placemats
- Ask CFPB
- Resources for Libraries
- Working with Older Adults
- Money Smart Week @ your library, a national initiative between the ALA and the Federal Reserve Bank (Chicago) to provide financial literacy programming for libraries to help members of their communities better manage their personal finances. Money Smart Kansas City
- Women's Employment Network
- Foundation for Financial Education
- FDIC and Alliance for Economic Inclusion
- Kansas City Public Libraries Money Matters resources
- Program Listing Example: Living Will & Trusts Workshop
- Money Smart Day 2018
- Flyer Example: Medicare Enrollment
- Flyer Example: Estate Planning 101
- Flyer Example: Tax E-Filing and Refund Help
- Flyer Example: Financial Challenges for Returning Citizens
- Americorp VISTA Project
- Federal Trade Commission
- Libraries Help Patrons Become Financially Empowered Consumers, February 2017 webinar
- Read article by Ken McDonnell, Money on Our Minds: How to Help Patrons Make Financial Choices
- Money Matters, a series of workshops and e-learning modules created by the New York Public Library.
- Pathway to Personal Financial Skills, a resource created by WebJunction to help libraries understand the impact of the economic downturn on personal financial stability, and how they might provide resources, training and programs to help patrons get better control of their personal finances.
- A number of Financial Literacy resources collected by PLA, for libraries and their users.
- ALA's Smart Investing @ your Library, including program ideas and model programs.
- The FINRA Investor Education Foundation provides underserved Americans with the knowledge, skills and tools necessary for financial success throughout life.
- Wi$eUp is a financial education program for Generation X & Y women. It promotes financial security through online education, from Women's Bureau, U.S. Department of Labor
- National Credit Union Administration Financial Literacy Resources
26 July 2018
3:00 PM – 4:00 PM
Eastern Daylight Time, North America [UTC -4]
Webinar presenter Tamara Sieckman
Webinar presenter Kim Gile
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