When I’m 65: Preparing to be a financial caregiver with AFC® Corey Carlisle

According to the US Census Bureau, one in five Americans will be aged 65 or older by the end of this decade. Unfortunately, this growing population is also most at risk for financial fraud and exploitation.

Today on Real Money, Real Experts, co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson are joined by AFC® Corey Carlisle, Senior Vice President at the American Bankers Association and Executive Director of the ABA Foundation. In this episode, Corey dives into what it means to become a financial caregiver for an older generation and how we can provide more resources and tools to support them as they serve this vulnerable population.

Corey also gives us a sneak peek of his Symposium topic, discussing the need for financial inclusion for previously incarcerated citizens. If you’re interested in hearing more from Corey, don’t miss his panel discussion during the 2021 AFCPE Symposium happening November 15 - 19!

Show Notes:

00:52 Corey Introduction
01:49 Corey’s Journey Into the Field
02:44 The American Bankers Association
04:46 Corey’s Journey towards the AFC®
07:33 Financial Caregiving
10:10 Be Aware – Scams Targeting the Elderly
12:05 Having Those Tough Conversations with your Loved Ones
16:32 Financial Wellbeing for Previously Incarcerated Citizens
22:36 Corey’s Two Cents

 Show Note links:

Connect with Corey!

LinkedIn: linkedin.com/in/coreycarlisle
Twitter: @FinHealthCorey

Resources
aba.com/foundation
aba.com/consumers
https://www.aba.com/advocacy/community-programs/finedlink
https://bankingjournal.aba.com/2018/11/a-financial-caregiver-chances-are-youll-be-one-or-youll-need-one/
https://www.aba.com/advocacy/community-programs/safe-banking-for-seniors
https://www.nia.nih.gov/
https://www.consumerfinance.gov/consumer-tools/educator-tools/resources-for-older-adults/
https://www.aba.com/banking-topics/operations/diversity-equity-inclusion
https://joinbankon.org/ 

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