info facebook LinkenIn youtube

 

CoinsFinancial Wellness: strategies for older adults

Registration is now closed, to be put on to a waiting list, please call 216.373.1610.

A special day-long event for older adults providing valuable information about ways to secure financial wellness. Experts will discuss, and provide resources about, the importance of understanding your finances, and ways to prevent and combat financial exploitation.

Day-long programming will cover:

Wednesday June 29, 2016 ~ 8:30am-2:45pm
Conference Center at Benjamin Rose
11890 Fairhill Road, Cleveland OH 44120

Cost: FREE


Interested in becoming a vendor? Fill out our vendor application here.

Agenda:

8:30am

Registration and Continental Breakfast

9:00am

Introduction
— Linda Elliott, PhD, LISW-S, ATR-BC, CNM, CPM, CSD, RMT, Adult Education Specialist, Benjamin Rose Institute on Aging

9:15am

Overview of Financial Wellness in the Elderly
Farida Ejaz, PhD, Senior Research Scientist II, Benjamin Rose Institute on Aging

9:45am

Strategies for Avoiding Elder Financial Abuse
Roslyn Quarto, JD, Executive Director, Empowering and Strengthening Ohio's People (ESOP)
Sonya Edwards, Director, Senior Empowerment Initiative, Empowering and Strengthening Ohio's People (ESOP)

10:15am

Break

10:30am

Professional Panel (Facilitator: Linda Elliott)

Elder Justice Initiative: Building Relationship with the Intervention Partners to Combat Elder Abuse
Sylvia M. Pla-Raith, MA, Director, Elder Justice Unit-Consumer Protection Section Office of Ohio Attorney General Mike DeWine

Retail Banking Services that Impact Seniors
Rose Rucker, Branch Manager of the Garfield Commons Office, Third Federal Savings & Loan

Role of Law Enforcement in Responding to Financial Exploitation
Andrew Watkins, Community Response Team, Cleveland Heights Police Department

12:00pm

Lunch

12:45pm

Consumer Panel (Facilitator: Sonya Edwards)

1:15pm

Break

1:30pm

Financial Challenges for Kinship Caregivers: Rough Terrain for Late Life Parenting
Stephanie FallCreek, DSW, President/CEO, Fairhill Partners

2:00pm

When Can Legal Aid Help: Responding to Financial Problems
Anne Sweeney, JD, MSW, Managing Attorney for Community Engagement, The Legal Aid Society of Cleveland

2:30pm

Wrap Up

2:45pm

Conclusion, Evaluations, Certificates of Participation

Empowering and Strengthening Ohio's People (ESOP) will be available all day for individual financial counseling.

                       

Financial Wellness: Strategies for Older Adults is sponsored by:

Third Federal

With support from:

AARP

Presented in collaboration with:

ESOP Fairhill Partners

Legal Aid Mike Dewine

 

 


back to schedule