Preaching the Message of Elder Protection to Senior Parishioners!

June 22, 2010

Thanks to the generous collaboration of Saint Dominic’s Church along with the sponsorship of Patelco Credit Union, Elder Financial Protection Network organized a dynamic free community education event featuring our award-winning “Be Wise: Avoid Scams, Fraud and Identity Theft” workshop for elders to learn how to protect themselves from becoming victims of financial exploitation.

The event took place on Wednesday, June 2, 2010 at Saint Dominic Church’s Parish Hall. Nearly 50 elders heard experts in the field present information on common frauds and scams and suggest strategies for how to avoid becoming a victim of identity theft and other forms of exploitation. The speakers also covered the different types of home care that is available for themselves and their loved ones stressing the need to plan ahead.

The workshop, moderated by Sharon Tallon of Patelco Federal Credit Union, featured speaker presentations by Helen Karr of the Office of San Francisco District Attorney,  Neal O’Farrell, Executive Director of the Identity Theft Council, and Bernadette Sweeney of Seniors at Home, a division of Jewish Family and Children’s  Services.

Thanks to all of the outreach to our senior communities about these important issues, seniors are learning about the importance of protecting themselves! This was the first time in all of EFPN’s workshops where three seniors gave up their raffle prize (a paper shredder) because they already had one! We took this as a good sign that the word is getting out about shredding unneeded documents and junk mail! Helping seniors to help each other was the best moment of this event!

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Se Listo! EFPN Brings Education to San Francisco’s Spanish Speaking Elders!

June 22, 2010

On March 26, EFPN presented a “Be Wise: Avoid Frauds, Scams and Identity Theft” Seminar at the Mission Neighborhood Center in the Mission District. The Spanish-language presentation featured Marco Chavarin of the City and County of San Francisco, Helen Karr of the San Francisco District Attorney’s Office, Adela Coronado of the FDIC and Deborah Espinola of  California Advocates for Nursing Home Reform.  45 Spanish-speaking elders participated in the event, and everyone had a great time (and a free lunch!)

The event was generously sponsored by CITI. As the crime of elder financial abuse targets seniors from all socio-econmic backgrounds, EFPN is proud to equip  elders from these multilingual communities with the important message of how prevent elder financial abuse!

Buen trabajo EFPN and all our sponsors!


In the community… In every language!

August 31, 2009

On August 4, EFPN presented a “Be Wise: Avoid Frauds, Scams and Identity Theft” Seminar at the Excelsior Senior Center in the Mission District. The Spanish-language presentation featured District 11 Supervisor John Avalos and San Francisco Treasurer Jose Cisneros, among others. 60 Spanish-speaking elders showed up for the event, and everyone had a great time (and a free lunch!).

The event was generously sponsored by Patelco Credit Union. EFPN is especially proud of this event, because as the organization grows, we are committed to reaching elders all over the State and beyond, and to communicate the important message of elder financial abuse prevention in every language.

Buen trabajo!

Be Wise Presentation - August 4, 2009

Be Wise Presentation - August 4, 2009


Bank of the West: Financial Literacy Helps Customers Protect Assets

October 20, 2008
Bank of the West

In 2007, Bank of the West created a consumer awareness program to help elderly customers become more aware about the crime of elder financial abuse. Working with Elder Financial Protection Network, Bank of the West designed a program that would fill attendees with as much information as possible in a two-hour seminar. We engaged local community resources to serve on panels and answer questions from the audience. We provided lunch and entertainment – and free document shredding. Elder Financial Protection Network and Bank of the West also made sure attendees left with information they could use and share with their friends.

We piloted the Be Aware seminar in three California communities – Fairfield, San Jose and Fresno – and were amazed by the public response. All three seminars exceeded our expectations for attendance – some standing room only. Attendees included bank customers, community seniors and county and city officials.

This year we encouraged our entire branch network – more than 685 banking locations in 19 states – to conduct Be Aware seminars in their communities. We made available on our Intranet a self-serve Be Aware Guide and Toolkit to help them along.

In 2008, Be Aware seminars were conducted in Salt Lake City, UT, Des Moines, IA, Danville, CA and Oklahoma City, OK. In November, Jenefer Duane will be the keynote speaker at a Be Aware seminar in Casa Grande, AZ.

The Be Aware program for the elderly got the attention of our internal business partners who repurposed it into a fraud prevention program aimed at our small business banking customer segment. The first small business fraud seminar was held in Albuquerque in May and this month another takes place in Las Vegas.

Be Aware seminars reflect Bank of the West’s belief that we have a responsibility to our customers to help them become better consumers. It is public relations currency that we willingly contribute, especially to the elderly whose faces often reflect those of our parents and grandparents.


Fall Newsletter – Elder Financial Literacy: Prevention Through Education

January 11, 2008

Seniors learning Financial Literacy at seminar “It was worth a million dollars!!!” wrote one of 190 seniors who participated in an EFPN community education program presented in Fresno last month. This year alone, several thousand California seniors learned how elder financial abuse is perpetrated, how it can be prevented, and how it should be reported thanks to educational programs made possible by our sponsoring partners and foundation grants. Helen Karr, an elder abuse specialist in the San Francisco District Attorney’s Office, believes that elder financial literacy is critical in the fight against this crime. Read the rest of this entry »