For credit unions across California and Nevada, the responsibility to protect member assets is a core pillar of advocacy and trust.

In response, the Elder Financial Exploitation Prevention Toolkit has been launched as a resource hub to support industry leaders. This toolkit is designed to help your credit union’s team raise awareness, equip employees with practical guidance, and protect the vulnerable members you serve. It provides fully customizable, ready-to-use materials that can be implemented immediately across your organization.

By leveraging the following assets, you can ensure your frontline staff is prepared and your members are informed:

• Staff Resources: Practical guidance to help teams recognize subtle red flags and respond effectively.
• Member Communication Tools: Includes professional Newsletter Articles, Posters, and Web content designed to educate without causing alarm.
• Multi-Channel Engagement: Ready-to-use Social Media assets and Community Resources to help your credit union lead the conversation on financial safety in your local area.
• League-Level Alignment: Specialized League Promotion Social and Web assets guarantee that our collective movement speaks with a unified, authoritative voice.

By leveraging these resources, your leadership can implement a sophisticated protection strategy without the heavy lifting of content creation from scratch.

Protecting your seniors is more than a service — it’s a promise. Credit unions are encouraged to explore these resources and integrate them into their member protection strategy.

For questions or more information, please reach out to Karla Davis.