Protecting Seniors Wealth.
Education Learning and Development
In Person or Online Programs
Our Accredited Training. Your Advantage.
Our education resources and accredited training program:
- Assist people prevent senior and elder financial exploitation or fraud.
- Provide key training for banking, financial services, wealth industries.
- Help professionals assist clients, protect and safeguard their future.
It could be: A friend? A family member? Client? Colleague?
Accredited Professional Development Training Program - Online, Live Online or In-Person Events.
FPA Congress: The Financial Planning Association of Australia in 2019
Anne was a speaker in one of the Workshops ‘Valuable Lessons from Vulnerable Clients’ at the annual industry event for professionals
The FSC: New Guide to the Prevention of Elder Financial Abuse
Anne McGowan, speaker at the launch explains the Guide is an excellent industry platform and the vital next steps are focused in-depth training for professionals.
Speaking in New York City, Gold Coast & Adelaide
Anne’s keynotes and one-day workshop in 2018 & 2019, focused on how professional advisers can assist clients to protect their financial security.
IPT Forum on Investor Education and Protection
Attending Investor Protection Trust’s Forum in Oklahoma City, Anne was among educators, advisers and state securities commissions delegates.
What People Are Saying:
There are too many people being taken advantage of and it’s great to see someone doing something about it!
Only last night, I have found out that family have lost some inheritance due to dubious family members.