Elder Financial Safety Center A unique, first of its kind Center designed to address all aspects of an older adult’s financial security. The Senior Source PREVENTION Probate Courts PROTECTION DA’S Office PROSECUTION The Elder Financial Safety Center is made possible by the W. W. Caruth, Jr. Foundation at Communities Foundation of Texas

Elder Financial Safety Center Before the Elder Financial Safety Center The Senior Source District Attorney’s Office Probate Courts

Elder Financial Safety Center Who We Are Now The Senior Source PREVENTION District Attorney’s Office Probate Courts PROSECUTIONPROTECTION

Elder Financial Safety Center Why We’re Different PREVENTION Center services are available to all older adults of all income levels that meet two criteria:  Age 50 and over  Live in Dallas County PROSECUTIONPROTECTION The Elder Financial Safety Center is the first of its kind in the US Martha J. Deevy, Senior Research Scholar and Director, Financial Security Division Stanford Center of Longevity  Replicate EFSC The sole focus is to effect positive change on the financial security of older adults to ultimately impact their overall public safety  The Center is comprised of a multidisciplinary team 3 x 1 = Coordinated Services

Elder Financial Safety Center New & Expanded Positions The Senior Source PREVENTION  Benefits Specialist  Financial Counselor  Insurance Counselor  Employment Specialist  Money Management Specialist District Attorney’s Office Probate Courts PROSECUTIONPROTECTION  Court Investigator  Guardianship Case Manager  Assistant District Attorney  Special Investigator  A “unit”  Director  Assessment Coordinator  Advocacy & Community Education Specialist

Elder Financial Safety Center Comprehensive Services Snapshot The Senior Source PREVENTION  Employment Services  Financial Counseling  Insurance Counseling  Money Management  Benefits Counseling & Assistance  Fraud Advocacy & Education  Debt Management  Income Tax Assistance District Attorney’s Office Probate Courts PROSECUTIONPROTECTION  Guardianship Investigation  Guardianship Placement  Annual Monitoring for All Wards  Training & Education for Law Enforcement on Financial Crimes  Assistant District Attorney and Special Investigator solely dedicated to elder financial abuse Coordinated onsite services at TSS  CCCS  AARP

Elder Financial Safety Center Client Process Client Eligibility  Dallas County Resident  Interest or need for services  Age 50 or older *  No income criteria * * Some exceptions to age and income do apply Client Referrals Client Access Clients can enter the EFSC at any point :  The Senior Source  Dallas County Probate Courts  Dallas County DA’s Office Client referrals can come from multiple sources by phone or  

Elder Financial Safety Center Primary Center Goals The Elder Financial Safety Center addresses all aspects of an older adult’s financial security.  Increase income or decrease expenditures for older adults  Assist older adults secure employment  Increase older adults’ financial knowledge & know-how  Older adults who need a guardian will get a guardian  Older adult wards will receive an annual monitoring visit  Increase investigation of elder financial abuse complaints  Increase prosecution of elder financial crimes  Increase referrals from law enforcement PREVENTIONPROTECTIONPROSECUTION External Evaluator

Elder Financial Safety Center Case Reviews & Questions The Senior Source PREVENTION Probate Courts PROTECTION DA’S Office PROSECUTION The Elder Financial Safety Center is made possible by the W. W. Caruth, Jr. Foundation at Communities Foundation of Texas