Harrisburg, PA - Education and outreach staff from the Pennsylvania Department of Banking and Securities (DoBS) will be hosting and participating in numerous virtual presentations for groups of senior citizens, service providers, and the public throughout the month of July to promote financial capability as part of Governor Tom Wolf’s Consumer Financial Protection Initiative.
All July outreach events will be held virtually and in partnership with the listed organizations. The events are open to the public unless otherwise noted.
Virtual Events For General Audiences
Midweek Money Matters – a series of webinars covering a variety of financial topics – will be presented on:
Investment Accounts: Not Just Retirement Planning
July 6 from 6:00 PM to 6:30 PM
July 7 from 12:00 PM to 12:30 PM
Investment Accounts: Educational and Custodial
July 13 from 6:00 PM to 6:30 PM
July 14 from 12:00 PM to 12:30 PM
Using Technology for Investing
July 20 from 6:00 PM to 6:30 PM
July 21 from 12:00 PM to 12:30 PM
Investment Frauds You Need to Know
July 27 from 6:00 PM to 6:30 PM
July 28 from 12:00 PM to 12:30 PM
Register for Midweek Money Matters online.
Reverse Mortgages – What Can You Expect? - Topics in this presentation include: what is a reverse mortgage; what I need to qualify; what the procedures are for obtaining and retaining a reverse mortgage; financial requirements to obtain; alternative options to consider; what to avoid; drawbacks; your obligations; and how you can repay the debt. This program will be presented on July 8 from 7:00 PM to 8:00 PM at the Phoenixville Public Library (Chester County). To register, visit the library’s events calendar.
Spending Plans – A Roadmap For Success – This presentation - discussing the advantages of establishing a spending plan for reaching financial goals – will be presented at the Cleve J. Fredricksen Library (Cumberland County) on July 13 from 6:00 PM to 7:00 PM and July 27 from 11:00 AM to 12:00 PM. For additional information and participation contact: firstname.lastname@example.org or email@example.com
Virtual Events For Senior Citizens
Banking Basics - This presentation - an overview of how banks and credit unions work, discusses the differences between accounts; balancing accounts; what to do if you have had banking issues in the past; what to know before opening and account; and what deposit insurance does and does not cover – will be presented at the Philadelphia Senior Center-Allegheny (Philadelphia County) on July 12 from 11:30 AM to 12:30 PM. For additional information contact: Barbara Whitmore 267-286-1455.
Fraud Bingo – This presentation - a fun and interactive game that teaches consumers how to protect themselves from investment fraud by playing BINGO - will be offered at the York County Senior Center (York County) on July 13 from 10:00 AM to 11:00 AM. For more information contact: Beverly Rice -- Center Coordinator 717-235-6060.
Avoiding Scams and ID Theft – This presentation - addressing ways to protect yourself from scams, as well as identifying red flags of a potential scam, and steps you can take to reduce the likelihood of identity theft or if you are a victim – will be presented at the Littlestown Area Senior Center (Adams County) on July 15 from 10:00 AM to 11:00 AM. For more information contact: Karen Smith, Site Manager or Denise Lupp, Volunteer Assistant 717-359-7743.
Cybersecurity – Keeping Yourself Safe Online - This presentation - covering the use of secured websites, strong passwords, shopping safely online, and using social media as safely as possible – will be offered at the South East Senior Center (Butler County) on July 15 from 11:30 AM to 12:30 PM. For additional information contact: Brittany Gilfillan, Program Coordinator 724-282-3008.
Virtual Events for Organizations and Service Providers
Cybersecurity and Romance Scams - This presentation - discussing basic cyber hygiene, staying safe online, and how to detect and report romance scams - will be offered at the Lancaster City Housing Authority (Lancaster County) on July 7 from 10:00 AM to 11:00 AM. Open to Residents.
Spending Plans – A Roadmap For Success will be offered to employees of Allegheny Unlimited Care Providers (Cambria County) on July 8 from 11:00 AM to 12:00 PM. Open to Employees.
Reverse Mortgages – What Can You Expect? will be presented for members of the Pennsylvania Society of Tax and Accounting Professionals (Cumberland County) on July 14 from 12:30 PM to 1:30 PM. Open to Members.
Outreach staff will be available at the following legislative expos:
- Rep. Carl Metzgar’s Annual Senior Expo at the Somerset County Fairgrounds in Meyersdale (Somerset County) on July 29 from 9:00 AM to 11:00 AM.
DoBS Investor Education and Consumer Outreach staff work with state and local government agencies, service providers, community and trade organizations, the General Assembly, the military community, schools, and other partners to help Pennsylvanians across the commonwealth become well-informed about the financial marketplace.
Learn more about the free, non-commercial programs and presentations available or contact us to request a program tailored to your specific needs.
Visit the department's calendar of events to find an event near you. Consumers and community groups can call 1-800-PA-BANKS or email firstname.lastname@example.org for more information. To learn more about the Consumer Financial Protection Initiative, follow the department on Twitter and Facebook.
MEDIA CONTACT: Virginia Lucy - 717.214.4759, DoBSComm@PA.gov
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