Educational Programs

Insightful training resources to help enhance relationships with existing clients and potential new clients.

Overview

Protecting Seniors Wealth’s unique professional development and learning program is innovative, results-driven, consisting of tools and webinar systems or live training sessions customised specifically for corporations to meet their specific plans and objectives and help financial adviser professionals or management and other adviser professionals build trust with client relationships long term and develop business with today’s middle age and retirement consumers.

Developed from Protecting Seniors Wealth’s years of investigations focusing on clients best interests and improving outcomes, senior retirement and aged care related research, data and recommendations, and the impacts concerning the serious issue of senior elder financial exploitation and fraud.

Our compelling presentations, publications, including customer communication initiatives, client training and workshop programs, deliver both valuable effective learning and beneficial bottom-line results for companies and their clients.

Online

Protecting Seniors Wealth can customise an online learning solution for your organisation to meet your unique plans and objectives to train your employees, management and professional advisers.

Contributing learning material to complement and assist your team of professionals to connect with your clients and prospective clients and grow your business, relating to lifestyle and retirement clients.

Strategic, informative, assists recognise potential situations, acting in client best interests, and with Continuing Professional Development Accreditation.

In Person

Protecting Seniors Wealth will develop large or small group training workshops for both management and support staff and for external membership or Professional educational programs.

Presenting meaningful research, tools, guidelines, choices, opportunities to assist, client communication, helping to protect safe and secure quality lifestyle, and finances in retirement for long term future plans.

All prepared for quality high impact educational learning and advanced training purposes, and with Continuing Professional Development Accreditation.

To find out more information or to book a training session or Masterclass educational workshop, please email or contact Anne directly +61 (0) 477 556 011.

Industries And Service Providers Positioned For Our Demand-Led Services

Financial Advisors

Legal Practitioners

Mortgage Finance Banking

Wealth / Property

Assisted Living

Preventing Elder Exploitation & Fraud.

Free eBook Download For Seniors

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

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