Many older adults are looking for ways to better manage and protect their money. Government-issued and prepaid cards are becoming a popular alternative to traditional checking accounts and credit and debit cards. However, consumers should be aware of the fees and downsides associated with using these cards. Their features, benefits, fees, and protections all vary.

With support from the Bank of America Charitable Foundation, and in partnership with Money Management International, we developed this toolkit to help professionals educate older adults about using prepaid cards. These tools are part of our Savvy Saving Seniors® financial education workshop series, which include other modules on becoming resource-full and avoiding scams and fraud.

This toolkit covers tips and ideas on how to use, manage, and protect government-issued and prepaid debit cards. Each toolkit comes with all of the marketing, facilitation, participant, and other materials needed to successfully conduct a financial education workshop. Specifically, you’ll get:

Savvy Saving Seniors It's in the Cards

Savvy Saving Seniors® It's in the Cards Toolkit

Facilitator guide Get step-by-step instructions on how to host a 90-minute training workshop. The guide includes a script for the full program curriculum, helpful tips for facilitators, frequently asked questions, and additional resources.

English

Spanish

Presentation slides Use the PowerPoint presentation during the workshop, and even personalize it using your organization’s name and contact information.

English

Spanish

Participant handbook This handbook is for older adults to use during and after the workshop. Handbooks include quizzes, checklists, frequently asked questions, and useful links to more information.

English

Spanish