Senior Financial Safety

Senior Financial Safety is an easy-to-read survey course designed to give the reader fundamental tools for managing (and protecting) their personal finances as a senior. Using humor, candor and a few simple forms, Senior Financial Safety will help the reader:

  • Create and use money management tools;
  • Identify and avoid common fraud schemes;
  • Understand their ongoing planning needs;
  • Understand Medicare and related insurance products; and
  • Identify and access resources.

Senior Financial Safety also includes a chapter written specifically for those providing care to seniors, including those in the “sandwich” generation.

Senior Financial Safety is available as a complete home-study course. For the purchase price of $50, you receive the book, access to an optional teleseminar and a certificate of completion upon return of the quiz located in the back of the book.

Senior Financial Safety’s financial literacy content adheres to the National Standards for Adult Financial Literacy Education and contains assessment tools necessary for financial educators to evaluate the effectiveness of this program when taught in a classroom setting.

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If you are a financial services professional and/or represent an organization interested in purchasing this program for your clients, customers or members, Senior Financial Safety is available for bulk purchase. For bulk pricing and sales information, call 207-828-3975 or email