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COMMUNITY EDUCATION & TRAINING

EFPN provides its award-winning 'Be Wise' Community Education events and Staff Training programs throughout California and beyond. We produce our events in partnership with financial institutions, law enforcement and social service agencies. We are the premier provider of elder financial abuse prevention programs in the state of California.

If you are interested in training for your organization or sponsoring a community education event, please call us at 415.956.5556.

Below is a list of recent events by county. This list is updated frequently.
Date Place Speakers/Description Sponsors Download Flyer

2008 Events

6/5/08 Clayton
SIRS

 

 

 
5/21/08 Oakland
International Association of Workplace Employees

 

 

 
4/29/08 San Francisco
Visitation Valley Community Senior Center Big Gym
66 Raymond Street
415.467.4499

Alan Kennedy, San Francisco Assistant District Attorney
Helen Karr, Elder Abuse Specialist, San Francisco District Attorney’s Office
Citibank Presenter - TBA

CITI

Co-Sponsors:
Seniors Against Investment Fraud (SAIF), EFPN

.pdf
4/11/08 Novato
All Saints Lutheran Church
2 San Marin Drive
415.897.3937
Novato Vision Support Group - presentation on Elder financial abuse prevention for visually-impaired group

Jenefer Duane, Founder and CEO,
Elder Financial Protection Network
Marin Community Foundation
Seniors Against Investment Fraud (SAIF), EFPN
 
4/10/08 Des Moines, IA
Downtown Central Library
515.883.1953

Jenefer Duane, Founder and CEO,
Elder Financial Protection Network

Bank of the West

.pdf
4/1/08 Seal Beach
California National Bank, Seal Beach Branch
562.598.7627

Jenefer Duane, Founder and CEO,
Elder Financial Protection Network

Seniors Against Investment Fraud (SAIF), EFPN

.pdf
2/27/08 San Francisco
Call To Action 2008
Bill Lockyer, California State Treasurer

Bob Blancato, National Coordinator, Elder Justice Coalition

Bill Cheney, President/CEO,California/Nevada Credit Union Leagues

Master of Ceremonies:
Paul Greenwood, Head of the San Diego District Attorney’s Office, Elder Abuse Prosecution Unit

PLATINUM
Bank of the West
Brayton Purcell
Fremont Investment & Loan
Wells Fargo

GOLD
Bank of America
Bank of Marin
Citibank
First Bank
First Republic Bank
KeyPoint Credit Union
Star One Credit Union
Washington Mutual
Western Payments Alliance

SILVER
California Credit Union League
Contra Costa Federal Credit Union
Foothill Securities
Northern Trust
Pacific National Bank
Scott Law Firm
Vineyard Bank

BRONZE
First Federal Bank
Pacific Service Credit Union
San Diego National Bank

Co-sponsored by:
California State Sheriffs Association
The Mitford Institute

 
1/17/08 Lafayette
Lafayette Community Center
500 St. Mary’s Road
925.284.5050

Shirley Krohn, Senior Assembly Member, California Senior Legislature

Free workshop for elders entitled: BE WISE: Avoid Fraud, Scams and Identity Theft.
includes: panel of local resources.

Contra Costa Federal Credit Union, Seniors Against Investment Fraud (SAIF), EFPN.

In collaboration with: California State Assemblywoman, Loni Hancock, California Department of Corporation, Seniors Against Investment Fraud, & Lafayette Senior Services

.pdf

2007 Events

11/16/07 Los Angeles
Chinatown Senior Citizens' Service Center
Mr. Frances Lau, First Bank, Mr. Peter Mock, California Department of Corporations, Mr. Ken Lou, Los Angeles Police Department First Bank, Far East National Bank, Chinatown Senior Citizens' Service Center, Seniors Against Investment Fraud (SAIF), Elder Financial Protection Network, Wise & Healthy Aging, Los Angeles Police Department .pdf
10/24/07

Fresno
TorNino's
5080 North Blackstone Ave.

Bank of the West and Elder Financial Protection Network presenting. Speakers: Bob Shaffer, Regional Manager and Senior Vice-President of Bank of the West; Jenefer Duane, CEO & Executive Director EFPN; AARP, Fresno County Adult Protective Services, Fresno County Sheriff’s Department - Elder Abuse Investigation Unit, Fresno District Attorney’s Office - Elder and Dependent Adult Abuse Unit, Fresno-Madera Area Agency on Aging and Fresno Police Department - Elder Abuse & Dependent Care Unit   Bank of the West .pdf
10/8/07 San Pablo
Moose Lodge
13233 San Pablo Ave.
Sons In Retirement Monthly Meeting Bank of America Consumer Education Endowment Fund  
10/3/07 Walnut Creek
Civic Park Community Center
1375 Civic Drive
Walnut Creek Deaf Seniors/Advocacy & Referral Agency

Bank of America Consumer Education Endowment Fund

 

 
9/19/07 Vacaville
Travis Credit Union
Community Room
1 Travis Way
Representatives from Dept. of Consumer Affairs,Solano FAST, Elder Law Attorney & District Attorney’s office In collaboration w/AAA serving Napa & Solano Travis Credit Union  
9/11/07 San Francisco
South Sunset Senior Center
2601 40th Avenue
Presentation translated into Chinese
In collaboration w/ S.F. District Attorney’s office.
Patelco Credit Union, Far East National Bank  
8/15/07 Chico

Michael L. Ramsey, Butte County District Attorney; Paul Greenwood, Deptuty District Attorney; Jenefer Duane, CEO & Executive Director EFPN; Amy Kao, Accounting Manager, TRI Counties Bank

Butte County Adult Protective Services, Butte County District Attorney’s Office, Legal Services of Northern California, PASSAGES, Butte County Public Health Department and Butte County Elder Services Coordinating Council, Tri Counties Bank

6/25/07 Berkeley

Ruth W. Robeson, Esq., Program Director,
Elder Financial Protection Network

Seniors Against Investment Fraud (SAIF), Elder Financial Protection Network

6/24/07 San Pablo Ruth W. Robeson, Esq., Program Director,
Elder Financial Protection Network
Seniors Against Investment Fraud (SAIF), Elder Financial Protection Network
5/31/07 Oakland Shirley Krohn, CSL Senior Assemblymember Contra Costa Federal Credit Union; Elder Financial Protection Network; Seniors Against Investment Fraud (SAIF), In collaboration with: California State Assemblywoman Loni Hancock .pdf
5/24/07 Emeryville Shirley Krohn, CSL Senior Assemblymember Contra Costa Federal Credit Union; Elder Financial Protection Network;
Seniors Against Investment Fraud (SAIF)
In collaboration with: California State Assemblywoman Loni Hancock
.pdf
5/24/07 Novato
Margaret Todd Senior Center
     
5/23/07

San Jose
San Jose Elk's Lodge #522
444 West Alma Ave.

Keynote: Jenefer Duane, CEO, EFPN

San Jose Police Department, Santa Clara Police Department, Santa Clara County Adult Protective Services, Council on Aging

Bank of the West, Elder Financial Protection Network .pdf
5/9/07 Berkeley Shirley Krohn, CSL Senior Assemblymember Contra Costa Federal Credit Union; Elder Financial Protection Network;
Seniors Against Investment Fraud (SAIF)
In collaboration with: California State Assemblywoman Loni Hancock
.pdf
4/3/07 San Francisco

Jenefer Duane, CEO & Executive Director
Elder Financial Protection Network
Alan Kennedy, Assistant District Attorney
San Francisco District Attorney’s Office
Panel of local resource representatives

Patelco Credit Union, Elder Financial Protection Network, San Francisco District Attorney's Office, Spectrum Federal Credit Union, Seniors Against Investment Fraud

.pdf
3/13/07 San Francisco Shirley Krohn, Senior Assembly Member, California Senior Legislature Patelco Credit Union, Elder Financial Protection Network, Spectrum Federal Credit Union, Seniors Against Investment Fraud .pdf
2/20/07 San Francisco
Call To Action

The Honorable Kamala D. Harris
District Attorney, City & County of San Francisco

Charlene Zettel
Director, California Department of Consumer Affairs

Bill Cheney
President & CEO, California Credit Union League

Robert Mooney
Acting Deputy Director, Federal Deposit Insurance Corporation

Master of Ceremonies:
Paul Greenwood
Head of the San Diego District Attorney’s Office, Elder Abuse Prosecution Unit

Gold
Fremont Investment and Loan
Bank of the West
Brayton Purcell

Silver
Star One Credit Union
California Credit Union League

Bronze
Bank of Marin
First Bank
First Republic Bank
Harland Educational Services
Pacific National Bank
Patelco Credit Union
Printing Industries Credit Union
San Francisco Fire Credit Union/San Mateo Credit Union
Summit Marketing

Co-sponsored by:
California State Sheriffs Association
The Mitford Institute

 
         
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