CLL of Fort Walton Beach - Course Catalog & Registration

Course Description: This course offers essential financial guidance for navigating life after the loss of a loved one, including key steps for managing estates, accounts, and legal documents. Participants will learn how to safeguard personal information, prevent identity theft, and recognize common scams targeting older adults. Designed for retirees, this session empowers attendees with the tools to protect their finances and peace of mind. This is a 4-week class meeting October 1, 8, 15 and 22.

Class Leader Bio(s): Thedna Yellow Bear-Baskin is a Financial Education Specialist at Eglin FCU. She is a Certified Financial Education Instructor and retired Air Force veteran. Talluya McKinnie, is a Claims Representative III at Eglin Federal Credit Union.  She assists with Deceased Account Settlement Consumer Loan Products.  Robby Wilcox is Eglin FCU’s AVP Fraud. He has been a fraud fighter at Eglin FCU for over 20 years. He holds an MBA from UWF as well as CFE and CFCI Fraud certifications.

Notes: Retire Smart and Protecting What Matters meeting October 1, 8, 15, and 22. This engaging four-part series provides vital financial guidance for retirees and older adults. Three sessions will walk participants through the essential financial steps to take after the loss of a loved one, from managing accounts to handling legal documents. The final session will empower attendees to protect themselves from identity theft, fraud, and scams commonly targeting their age group.