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age friendly banking

Banking and financial services for a dementia-friendly america

Created in partnership with: According to a Fidelity Investment survey of financial advisors, 84 percent of respondents said they had clients with dementia and 96 percent of respondents said they do not feel prepared for this population. In a dementia friendly community, banks and financial services are aware of dementia and responsive to the individual […]

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Age-Friendly Banking Toolkit

Download the full version of the Age Friendly Banking Toolkit here. How to Use This ToolkitThis toolkit has been designed to help you get started on launching your own local Age-Friendly Banking campaign to provide older adults with the focused products, services and protections that will enable them to thrive. Within the toolkit are various

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NCRC Releases White Paper on Older Adult Financial Exploitation

Washington, D.C. – Today, the National Community Reinvestment Coalition (NCRC) released a white paper on age-friendly banking titled “Empowering Financial Service Providers to Help: Ways the Bank Secrecy Act Can Play a Stronger Role in Detecting and Preventing the Financial Crimes that Exploit Older Adults.” The white paper presents recommendations for actions that law enforcement and

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NCRC Releases Report on the Need for Age-Friendly Banking

Washington, DC – Today, the National Community Reinvestment Coalition (NCRC) released a new report entitled “A New Dawn: Age-Friendly Banking.” The paper provides an overview of the current economic vulnerability of older adults and proposes a core set of age-friendly banking principles. “In what is becoming an increasingly challenging economic environment for older adults, it

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