Guarding the “golden years”
Watch Citizens thought leaders share key advice on protecting your finances and planning ahead.
Chapter 1: The Impact of Fraud on Older Adults
See why older adults are often a target for fraud, and learn about common cyber threats
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Chapter 2: Our Approach to Fraud Prevention
Learn how Citizens communicates to customers to help prevent and remediate fraud situations.
Chapter 3: How to Protect You and Your Loved Ones
Watch what you can do to have a safer banking experience
Chapter 4: Financial Planning for the Future
Get advice on how best to plan and prepare.
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Scams impacting older adults
Millions of Americans fall victim to fraud every year. Some scams involve romance, charity, or use Artificial Intelligence (AI) that simulates a human. Learn what to look out for and how to protect the people you love.
Tips: How to avoid scams
Learn more about financial planning and protection
9 Ways to Stay Safe from Credit Card Fraud and Scams
How to Identify a Scammer
6 Financial Planning Tips for Older Adults
Key Considerations for a Solid Financial Plan
Meet with a Citizens Wealth Management®Advisor**
It’s a good time to discuss the planning process like setting up a Trusted Contact, someone who is authorized to speak with an advisor about an account and the account holder.
© Citizens Financial Group, Inc. All rights reserved. Citizens is a brand name of Citizens Bank, N.A. Member FDIC
Banking products disclosure: Banking products are offered through Citizens Bank, N.A. ("CBNA"). For deposit products, Member FDIC.
**Citizens Wealth Management® Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser - Member FINRA / SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”) or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens.
SECURITIES, INVESTMENTS AND INSURANCE PRODUCTS ARE SUBJECT TO RISK, INCLUDING PRINCIPAL AMOUNT INVESTED, AND ARE:
· NOT FDIC INSURED · NOT BANK GUARANTEED · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY · MAY LOSE VALUE