• Financial Education for Seniors
  • The Office of Economic Empowerment provides free financial education workshops geared towards senior citizens designed to inform older adults about ways to prevent financial exploitation and effectively manage their personal finances.   

    These sessions, offered in collaboration with People’s United Bank, focus on Fraud and Scam Prevention, Banking, Credit, Saving Money, Financial Recovery and more. Trained volunteer financial educators present the FDIC's Money Smart for Older Adults curriculum to Seniors.

    Objectives include:

    • Recognize and reduce the risk of elder financial exploitation
    • Guard against identity theft
    • Plan for possible loss of your ability to manage your finances
    • Prepare financially for disasters
    • Find other helpful resources for managing your money and reporting financial

    If you would like to schedule a workshop in your community, please complete the following form:

  • For more information sign-up for Email updates or follow the hashtag #FinLitMA.

  • The Office of the State Treasurer has partnered with People’s United Bank, and other entities for financial education workshops. However, such partnerships should not be construed to imply that any business, entity, or product has been endorsed or recommended by the Office of the State Treasurer. The information and resources provided during the workshops are intended to provide general information only. Such information and resources are not intended as a substitute for legal advice or individualized financial advice.