This page compiles content from our website related to retirement. It is organized into sections by where it appears on the site. Click on a heading below to jump to that section.

MFEC Conference Presentation

Web Resources

Partner Projects


MFEC Conference Presentation

Tools and Resources to use with Older Adults
Jenefer Duane, Senior Program Analyst, Office for Older Americans, Consumer Finance Protection Bureau (CFPB)
Tami Sieckman, Outreach Coordinator, Office for Older Americans, CFPB

Money Smart for Older Adults
Jenefer Duane – CFPB

Session provides information on common frauds, scams and other forms of elder financial exploitation and suggests steps that older persons and their caregivers can take to avoid being targeted or victimized.  CFPB Publication: PDF

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Web Resources

America Saves

America Saves is a nationwide campaign that utilizes information, advice and encouragement to assist those who wish to pay down debt, build an emergency fund, save for a home, save for an education, or save for retirement.

MyMoney aggregates financial information from 21 federal agencies, departments and bureaus. Users will be able to find information on planning for the financial impact of major life events and money management tools. The site includes resources for teachers, service members, women, parents, youth, employers, and more. The site is available in Spanish.

Practical Money Skills

A web site designed to help educators, parents and students practice better money management for life.

Retirement Made Simpler

A joint effort of AARP, FINRA, and the Retirement Security Project, Retirement Made Simpler is a website which provides information on automatic 401(k) plans. Automatic 401(k) plans automatically enroll employees, requiring them to opt-out rather than opt-in to the plan. Opt-in policies lead to low enrollment rates. Automatic 401(k) plans have been shown to dramatically increase plan participation, better preparing employees for retirement.

The website includes an overview of the plan’s benefits, directions for employers to establish plans, case studies, and more.

360 Degrees of Financial Literacy

360 Degrees of Financial Literacy provides information relevant for each stage of life.


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Partner Projects

The following are partner projects we learned about through our partner projects page. Projects which discuss mini-grants received $500 mini-grants from MFEC.

Big Sky Senior Services

Funds will be used to teach employees of banks and credit unions throughout the state to recognize signs of financial exploitation of the elderly, and to take the necessary steps to report any suspicious behavior. The project will cast a wide net, reaching the roughly ten thousand employees of financial institutions in the state through a combination of presentations, mailings, and other channels. Click here for full story.

Partnerships for Elder Protection

by Rachel Brown, Montana Credit Unions for Community Development

The Elder Justice Coalition of Greater Billings was formed on March 23, 2010 when representatives from over 35 community organizations met to discuss elder exploitation and abuse. The coalition, now formally named P.E.P. (Partnerships for Elder Protection), developed a strategic plan and mission to prevent elder abuse through community partnerships that promote awareness, education, and intervention in order to eliminate vulnerability and isolation of the elderly and adults with disabilities.Click here for full story.

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