Financial Smarts

Advice for Older Adults

Advance Savings Credit Union has Financial Professionals that can give you pertinent, honest advice on this that matter most to you!

Check off subjects that you would like to hear more about, or add a subject that is important to you, then enter your contact information and we will notify you when we will be speaking on things that concern you!

Question Title

* 1. What subject would you like to learn more about?

Financial Abuse - what is it and how do I protect myself?

What is a Tax-Free Savings Account (TFSA) and how does it work?

How does a Joint Account work? What does "Rights of Survivorship" mean and what happens when I die?

What is a power of Attorney (POA)? Do I need one? How do they compare to a Joint Account?

Do I need a Will? Why? What happens if I don't have one?

Frauds and Scams are everywhere. How do I protect myself?

I never have any money anymore. How do I budget better? Are there easier ways to save money?

Other (please specify)

Question Title

* 2. Address

Name

City/Town

Email Address

Question Title

* 3. I consent that by providing my email address, Advance Savings Credit Union Limited may communicate with me by email for the purpose of providing information and updates about the Financial Smarts - Advice for Older Adults series. I understand that I may withdraw consent at any time by unsubscribing to the emails.

Yes