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July Consumer Financial Protection Events Announced

06/24/2024

Harrisburg, PA - Education and outreach staff from the Pennsylvania Department of Banking and Securities (DoBS) will be hosting and participating in numerous presentations for groups of senior citizens, service providers and the public throughout the month of July to promote financial capability and provide investor education. 

July outreach events, in partnership with the listed organizations, will be held in person and are open to the public unless otherwise noted.  

EVENTS FOR THE GENERAL PUBLIC 

Avoiding ID Theft: This presentation takes a look at ways people’s identities are stolen or compromised, what you can do if you find you have had your identity stolen, and how to stop theft from occurring.

  • Office of Administration, Bureau of Employee Benefits, 108 Health and Welfare Bldg, 625 Forster St., Harrisburg (Dauphin County) on July 18 from 12:00 PM to 1:00 PM. This virtual event is open to commonwealth employees. For additional information contact Tim Pucino at tpucino@pa.gov.
  • Cleve J Fredricksen Library, 100 N 19th St., Camp Hill (Cumberland County) on July 25 from 6:00 PM to 7:00 PM. For additional information contact Amanda Scharrer at ascharrer@cumberlandcountylibraries.org or 717-761-3900.

Choosing Investment Accounts and Investment Professionals that Are Right for You – This session will walk persons through the considerations when starting to invest using brokerage account(s). We will talk about multiple account types. When we explore investment professionals, there are things investors need to consider. We will cover resources to help you find candidates, license verification, interview questions, Form CRS (Client Relationship Summary), and other important considerations before hiring someone to handle your investments.

  • PA Pennsylvania Public Utility Commission, Harrisburg (Dauphin County) on July 10 from 12:00 PM to 1:00 PM. This virtual event is open exclusively for PUC employees. For additional information contact Stephen Colantuono at scolantuon@pa.gov or 717-787-8729.

Preventing Elder Financial Fraud: It Takes a Village: Elder Financial Abuse has skyrocketed to be the number 1 issue reported and verified to Adult Protective Services staff – and that’s only the tip of the iceberg, as so much abuse goes unreported. The results of a recent national survey indicate that as many as 20% of older Americans have already experienced financial fraud or are concerned about becoming victims. As employees of Lutheran Community at Telford, protecting your residents from con artists looking to steal their life savings is a top priority when it comes to promoting independence and maintaining the resident’s financial freedom.

  • Lutheran Community at Telford, 12 Lutheran Home Drive, Telford (Montgomery County) on July 17 from 2:30 PM to 3:30 PM. This is a closed event, open to staff of Lutheran Community at Telford. For more information contact Malissa Stroble at mstroble@graceinspiredliving.org or 267-203-1142.

Popular Scams and How to Avoid Them: Every day people are getting scammed out of THOUSANDS of dollars by so called “professionals” looking to separate them from their hard-earned money. This presentation introduces us to commonly used tactics, what to look for and how to avoid them.

  • PA Office of Administration, Bureau of Employee Benefits, 108 Health and Welfare Bldg, 625 Forster St., Harrisburg (Dauphin County) on July 31 from 12:00 PM to 1:00 PM. This event is open to commonwealth employees. For more information contact Tim Pucino at tpucino@pa.gov.

Cybersecurity – Staying Safe Online: Whatever your age, understanding how to keep your information safe and secure online is vitally important for everyone. This presentation covers key topics like using secure websites, creating strong passwords, being aware of what you put on social media, and even tips for shopping online safely. 

  • Bosler Memorial Library, 158 W. High St., Carlisle (Cumberland County) on July 23 from 2:00 PM to 3:00 PM. For additional information contact Logan Wolf at lawolf@cumberlandcountylibraries.org or 717-243-4642.
  • PA Office of Administration, Bureau of Employee Benefits, 108 Health and Welfare Bldg, 625 Forster St., Harrisburg (Dauphin County) on July 24 from 12:00 PM to 1:00 PM. This event is open to commonwealth employees. For more information contact Tim Pucino at tpucino@pa.gov. 

EVENTS FOR OLDER ADULTS 

Fraud BINGO: A fun and interactive presentation that teaches consumers how to protect themselves from investment fraud by playing a familiar game – BINGO! Every day people get “scammed” out of THOUSANDS of dollars. Many times, it’s those who can least afford to lose the money!

  • 50 Plus Club, St. Catharine Church Siena Parish, 4975 Boyertown Pike, Reading (Berks County) on July 3 from 1:00 PM to 3:00 PM. Event is open to club members. For additional information contact George Dillman at gdillman@pa.gov.
  • Johnsonburg Senior Center, 430 Center St., Johnsonburg (Elk County) on July 9 from 10:00 AM to 10:45 AM. Open to members. For additional information contact JoAnn Schatz at jschatz@ohsaging.com or 814-965-5638.
  • Kane Senior Center, 100 Fraley St., Kane (McKean County) on July 9 from 11:15 AM to 12:00 PM. Open to members. For additional information contact Alyse Nystrom at anystrom@ohsaging.com or 814-837-6981.
  • Eldred Senior Center, 169 Main St., Eldred (McKean County) on July 10 from 10:30 AM to 11:30 AM. Open to members. For additional information contact Charlotte Schweikart at cschweikart@ohsaging.com or 814-225-4752.
  • Bradford Ecumenical Home, 100 St Francis Drive, Bradford (McKean County) on July 10 from 2:00 PM to 3:00 PM. Open to residents. For additional information contact Lisa Geitner at lisageitner@behcr.com.
  • Emporium Senior Center, 105 East 4th St., Emporium (Cameron County) on July 11 from 10:30 AM to 11:30 AM. Open to members. For additional information contact Jennifer Kane at jkane@ohsaging.com or 814-486-3707.
  • Bennetts Valley Senior Center, 149 Plum St., PO Box 77, Weedville (Elk County) on July 11 from 12:30 PM to 1:30 PM. Open to members. For additional information contact Mindy Krulia at mkrulia@ohsaging.com or 814-787-7888.
  • Widow's Fellowship from the New Life Center Ford City, 414 Ninth St., Ford City (Armstrong County) on July 12 from 5:00 PM to 6:00 PM. Event is open to club members. For additional information contact George Dillman at gdillman@pa.gov.
  • French Creek Manor, 501 Mason St., Phoenixville (Chester County) on July 16 from 10:30 AM to 11:30 AM. Open to residents. For additional information contact Sassy Taylor at staylor@penrose.com.
  • Limerick Green, 827 N Lewis Road, Limerick (Montgomery County) on July 16 from 1:00 PM to 2:00 PM. Open to residents. For additional information contact Sassy Taylor at staylor@penrose.com.
  • Exeter Senior Citizens Club, Schwarzwald Lutheran Church, 250 Church Lane Road, Reading (Berks County) on July 17 from 1:00 PM to 2:00 PM. Open to club members. For additional information contact George Dillman at gdillman@pa.gov. 

LEGISLATIVE EXPOS AND EVENTS 

Outreach staff will also be available at the following legislative events: 

  • Senator Pennycuick’s $camJam: Encore Experiences 312 Alumni Ave., Harleysville (Montgomery County) on July 11 from 9:30 AM to 11:30 PM. For additional information contact Beth Mazza at bmazza@pasen.gov or 215-541-2388.
  • Representative Hanbidge & Dock Woods’ $camJam: Dock Woods 275 Dock Drive, Lansdale (Montgomery County) on July 18 from 2:00 PM to 4:00 PM. This program is in partnership with AARP Pennsylvania. For additional information contact Eileen Burks at Eileen.burks@livingbranches.org or 215-368-4438.
  • Rep Wentling’s 2024 Health Fair and Senior Expo: Hermitage VFW, 5550 E State St., Hermitage (Mercer County) on July 19 from 10:00 AM to 1:00 PM, For additional information contact Brianna Toth at btoth@pahousegop.com or 724-734-5980.
  • Senator Brown’s Senior Expo: Pocono Mountain Swiftwater Elementary Center, 135 Academic Drive, Swiftwater (Monroe County) on July 23 from 9:00 AM to 1:00 PM. For additional information contact Marla at 717-772-0500

DoBS Investor Education and Consumer Outreach staff works with state and local government agencies, service providers, community and trade organizations, the General Assembly, the military community, schools, and other partners to help Pennsylvanians across the commonwealth become well-informed about the financial marketplace. 

Learn more about the free, non-commercial programs and presentations available, or contact us to request a program tailored to your specific needs

Visit the department's calendar of events to find an event near you. Consumers and community groups can call 1-800-PA-BANKS or email informed@pa.gov for more information.  

MEDIA CONTACT: TJ Creedon - DoBSComm@PA.gov

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