Protecting Seniors Wealth
Education For Financial Senior Abuse Prevention
Our Range of education services are designed to:
- Assist people prevent senior or elder wealth abuse.
- Create more awareness.
- Be a Communication Hub.
- Offer essential tools to help protect senior members of our society from financial abuse.
It could be: A friend? A family member? Client?
FROM FINANCIAL ABUSE
TO PREVENTION
Percentage of people 65 or older in Australia (est):1
- 1991 10.7%
- 2001 12%
- 2021 18%
- 2031 21%
Events Highlights
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.
Upcoming Training Events:
Protecting Seniors Wealth – Their Whole Wealth™ Accredited Professional Training Program
This year’s training day will take place in Sydney, Melbourne, Brisbane, (Adelaide announced soon). If you’re involved with senior clients this one-day workshop is not to be missed as it focuses on Financial Senior Abuse Prevention providing Intelligence for Professionals on assisting clients, industry expectations and the many different forms of preventative measures. Read more...
Financial Seniors Abuse & Inheritance Impatience – Assisting Clients
This two-hour training session is available to book online, it’s packed with information around the issue that could impact clients of any age and focuses on prevention of financial senior abuse – an introduction training extended to include some preventative measures. Read more...
New Expectations, Professional Accountability – Assisting Clients
This one-hour webinar is an ideal introduction to the growing unwanted trend and issue now impacting so many seniors, family, clients and focuses on the importance of Financial Senior Abuse Prevention and the responsibility and expectation to assist clients. Read more...
What We Offer:
eBooks & Guides
Members Area
Consulting
Workshops & Training
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.
