Program Details
Name
Financial Literacy Workshop
Description

A Financial Literacy Workshop for Seniors is a program designed to provide older adults with the knowledge and skills necessary to manage their finances effectively and make informed financial decisions. These workshops cover a range of topics related to personal finance, retirement planning, and financial security. Enjoy this activity!

Goals
  • Provide education on financial planning and management.
  • Empower seniors to make informed financial decisions.
  • Foster a sense of control and security.
Procedure
  • Conduct a workshop on financial literacy basics.
  • Provide practical tips on budgeting and financial planning.
  • Offer individual assistance for personalized guidance.
  • Encourage discussions on financial goals and concerns.
Staffing Requirements

1 staff and a presenter/facilitator from an accounting or banking institution

Supplies/Resources

Financial planning resources, workshop materials.

Risks
  • Potential discomfort discussing financial challenges.
  • Emotional sensitivity related to financial topics.

Expected Outcomes
  • Improved financial literacy and decision-making.
  • Increased confidence in managing personal finances.

Program Type
Group
Level of Care
Assisted Living
Independent Living
Long Term Care
Dimension of Wellness
Intellectual
Hobbies
Finance, Real Estate
Images