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NEW Finances 50+ Website

Bulletins and notices.

FCNB is excited to announce the launch of a new website dedicated to helping older adults prepare for and protect their retirement.

Finances 50+ includes industry specific tools and information to help financial professionals and those working with older adults:

  • understand their responsibilities when working with older and vulnerable clients
  • recognize common situations that may cause a client to become vulnerable
  • learn how to start the conversation with a client they feel may be vulnerable or showing signs of financial exploitation, vulnerability, or diminished mental capacity 
  • know where to seek help should they suspect their client is experiencing financial exploitation 

The website also features nine new videos on topics like choosing a Trusted Contact Person, temporary holds, the importance of estate planning and more. For a more interactive experience, visitors to the site can book a free presentation about frauds and scams targeting older adults and signs of financial abuse and exploitation.

 

Older couple walking down a beach

 

Visit Finance 50+