Dedicated to the health, wealth,
and happiness of senior citizens

Elder Fraud Prevention

National Bank Travel Management Conference, Memphis, Tennessee, February 7-9, 2012

Presentation February 8: Elder Fraud Prevention Seminars

Your bank travel club can host an Elder Fraud Prevention Seminar to help protect your customers from becoming victims and prevent loss for your bank. If you are lucky enough to have a dynamic Fraud Investigator and Technical Security Officer in your bank that you can enlist to help present this important topic, it provides your bank with added credibility in your community. You can also take the lead and co-host presentations with your District Attorney's office victim/witness advocate, local law enforcement, social security office, state attorneys general office, Area Agencies on Aging, Senior Living Communities, business leaders or a combination of no more than two of these. Each agency or representative can play a pivotal role in your presentation. The most important thing to remember is that you must have a compassionate, friendly, yet serious delivery of this topic so that fear does not hinder the learning process of the senior citizens in your audience. Your presentation should last one hour with fifteen minutes for Q & A. Provide snacks and a well lit comfortable room for your presentation with ample parking nearby.

You can also reach out to non-bank customers through a media event or press release to raise awareness of Elder Fraud and to put your bank in the spotlight as a bank that cares for the welfare of its' customers. If your bank is part of a business or senior expo, hand out fraud protection brochures from your booth or sponsor a document shredding service at the event. This service usually costs between $150 and $250 per hour and is well worth the exposure your bank will receive. Attendees can shred unwanted personal information and financial records.

Elder Fraud Prevention brochures can be ordered free of charge from the Federal Trade Commission website. This url is the most direct way to the ordering site:

Some of our favorite brochures:
10 Things You Can Do to Avoid Fraud; Deter, Detect, Defend: Avoid IDTheft; Who's Calling? Recognize & Report Phone Fraud; Charitable Donations: Give or Take?

For detailed information on Elder Financial Abuse, please visit the MetLife website and search for Elder Financial Abuse to find a wealth of information and PDFs that you can print and hand out at your seminar:

Senior Group Travel

Planning exquisite group travel experiences worldwide since 1988!

Mr. & Mrs. D. Lewis

Retired, Santa Barbara, CA

"Maria's special touch turned our trip to New Orleans into something unforgettably special -- the trip of a lifetime! Her personal knowledge and deep love of the region made us feel right at home from the start. We would love to travel with Maria again as soon as we can!"

"Laissez les bon temps rouler!" My featured destination this season is that "good times" favorite, New Orleans Louisiana. I admit, I'm a little bit biased -- I was born near New Orleans, and have savored the luscious food and music of The Big Easy for just as long as I can remember.

If there's anything I like as much as leading a group down there to celebrate Mardi Gras or the Jazz Festival, it's sending my friends off to explore the city for themselves. You're bound to have a good time, but to make sure you get the very best of it, I've prepared a nifty little guide to some of my favorite people, places, and things to do in New Orleans. Print out a copy of this PDF and keep it handy when you hit the town!

Senior Health and Wellness

Taking care of ourselves


Social contact is a vital part of being human, and volunteerism is a wonderful way to maintain those strong social ties that keep us healthy, as well as giving us a rich sense of purpose and meaning.

RSVP in Santa Barbara is a community volunteer organization that serves this function. I'm happy to serve on their Executive Board.


The City of Santa Barbara Recreation Department has a terrific program for the seniors of the community. The fitness activities include a fantastic Stretch and Tone class 3 days a week, as well as dancing, table tennis, weight training, and so much more. Use it or lose it!


Peggy Buchanan is a good friend and long-time associate in the Santa Barbara community who has also dedicated her career to helping senior citizens maintain their optimal health with plenty of exercise and good nutrition. Her knowledge and enthusiasm have given thousands of people a vibrant new lease on life, and she's a real inspiration to lots of us.

Contact Me

By email, phone, or postal service

You can call or write me at:

Maria McCall
Our Gang Travel & Enrichment 
Santa Barbara Bank & Trust
20 East Carrillo Street
Santa Barbara, California

Telephone: 805.564.6228 

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