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?
Training Events:
Accredited Professional Development Training Program - Online, Live Online or In-Person 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.
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. Acting in the best interests of the client and taking reasonable steps could mean the difference between assisting the client effectively, or not, losing the client.
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.
FROM FINANCIAL ABUSE
TO PREVENTION
Percentage of people 65 or older in Australia (est):1
- 1991 10.7%
- 2001 12%
- 2021 18%
- 2031 21%
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.
