Protecting Seniors Wealth.

Education Learning and Development
In Person or Online Programs

N
Protecting Senior and Retirement Clients
N
Assisting to Safeguard Their Future
N
Financial Senior Abuse Prevention
N

Strategic Planning to Protect Finances

Our Accredited Training. Your Advantage.

Protecting Seniors Wealth education and training programs

Our education resources and accredited training programs:

  • Provide comprehensive training for banking, wealth management, superannuation funds, financial advice and insurance, retirement planning and aged care specialist corporations.
  • To gain the necessary skill set required to effectively assist valued clients in preventing or planning to avoid financial senior abuse and exploitation, to help clients and members protect their finances and safe secure lifestyle.

For improving proficiency levels, client satisfaction and good outcomes 

Training Program Options:

Accredited Professional Development for Training Online, Live Online or In-Person Workshops & Events.

Protecting Seniors Wealth – Their Whole Wealth™ Accredited Professional Training Program

The Advanced Expert Program provides the all-important Intelligence for Professionals to effectively assist senior and retirement clients protect their finances in banking, financial services and wealth industries. Access to vital knowledge for safeguarding clients, focused on Financial Exploitation and Fraud prevention, meeting new industry expectations and clients best interests.

Financial Senior Abuse & Inheritance Impatience – Assisting Clients

This two-hour mini training contains extensive analysis of the growing unwanted trend, including the newly dubbed 'Inheritance Impatience' - it's an introduction to prevention and dealiing effectively with the issue that could impact clients of any age, especially the senior, elder, and vulnerable, even professionals own family. Focused on prevention of financial senior abuse and the importance of taken action to assist clients.

The Responsible Professional Management of Financial Abuse Driving Better Outcomes

Three-hour accredited Master Class focuses on helping professionals protect clients and to avoid loss of clients' investments. Covering a broad range of protective resources for assisting clients effectively. Essentially, many all-important aspects in protecting clients, investments, industry professionals. Ideal for professionals, management, support staff to realise obligations and clients best interests.

Professional Speaking & Appearances

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

Read More...

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.

More on Training...

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.

Read More...

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.

Read More...

Continuing Professional Development opportunity for acting in clients best interests

The issue of financial senior exploitation is increasing and impacting a rapidly growing senior retirement population. Training participation should be strengthened and implemented promptly. The key is to engage and encourage attendance in appropriate comprehensive preventative focused expert training to minimise the impacts.

Percentage of people 65 or older in Australia (est):1

  • 1991 10.7% 10.7%
  • 2001 12% 12%
  • 2021 18% 18%
  • 2031 21% 21%

What We Offer:

eBooks & Guides

Membership

Consulting

strategic consulting

Training Program

Professional Development feedback:

Excellent, thanks again for the training, it was great. The team and I got a lot out of the course – thank you.

Thanks so much! It was a really great course, and such an important issue to be across!

Thank you again for your excellent training as one of Australia’s leading experts for elder financial abuse.

The team gained a lot of new knowledge and enjoyed it. We will look to refresh again in a year’s time.

Thank you very much for providing your training for our team. 

We all value being able to learn from you as a foremost expert in this area. We will look to refresh this knowledge training annually.

References
1, 2 https://aifs.gov.au/publications/family-matters/issue-37/abuse-and-neglect-older-people

Preventing Elder Exploitation & Fraud.

Free eBook Download For Seniors

What is it? - How it Occurs - Unwanted Trend - Being Aware - The Perpetrators - Research, Guidebooks & More.

Success - check your email for download link.