downloadable electronic publications in the nature of newsletters, policy development kits, instructions, checklists for developing policies, sample documents all in the fields of best practices for managing clients with diminished capacity, confidentiality issues, intergenerational wealth transfers, intragenerational family conflicts, initiating family meetings, protecting aging clients from predators, and establishing senior-specific policies for individual as well as organization based financial professionals

business consulting to financial services professionals in the nature of work groups, program and policy development and implementation aimed at preventing and stopping elder financial abuse; business consulting to financial services professionals in the nature of implementation of strategies directed to intergenerational wealth transfers, client and family communication, family disputes, and expansion of the financial professional's role; business consulting to financial services professionals in the nature of consulting on best practices for financial management of clients with diminished capacity, confidentiality issues, intergenerational wealth transfers, intragenerational family conflicts, initiating family meetings, protecting aging clients from predators, and establishing senior-specific policies for individual as well as organization based financial professionals

Educational services, namely, providing customized Web based non-downloadable webinars and online courses, non-downloadable pre-recorded webinars, non-downloadable videos for education, training, and continuing education, accredited education and distribution of white papers and written materials in connection therewith relating to elder abuse, assisting financial advisors to establish plans to respond to evidence of elder abuse; workshops and training directed to the implementation of senior-specific policies, dealing with difficult aging client situations, mock client interviews, role-play, and client communication; providing speaking and presentations services on aging; all the afore mentioned services relating to best practices for managing clients with diminished capacity, confidentiality issues, intergenerational wealth transfers, intragenerational family conflicts, initiating family meetings, protecting aging clients from predators, and establishing senior-specific policies for individual as well as organization based financial professionals; training services in the field of preventing and stopping elder financial abuse

Consulting services, namely, providing training, work groups, program and policy development and implementation aimed at preventing and stopping elder financial abuse; compliance with privacy issues, dementia, and senior specific programs; development of system-wide policies to anticipate and address cognitive impairment with aging investors; development of strategies to over come client resistance to policy change in order to implement policies related to working with elderly clients; implementation of strategies directed to intergenerational wealth transfers, client and family communication, family disputes, and expansion of the financial professional's role; best practices for managing clients with diminished capacity, confidentiality issues, intergenerational wealth transfers, intragenerational family conflicts, initiating family meetings, protecting aging clients from predators, and establishing senior-specific policies for individual as well as organization based financial professionals