* Letter of Affiliation (PDF Download)
If you are age 55 or older, get your taxes prepared for $55. Click here for more details.
Invest Your Lump Sum at Retirement, A Policy Brief on Personal Finance (PDF Download)
Financial Snapshot (PDF Download)
Why you should work with a certified senior advisor?
When you choose a professional who has earned the CSA designation, you can be assured that you're working with someone who has committed to the issues that are important to you. You are to be treated with respect, honesty and understanding . In addition, your advisor will have up-to-date information about topics that have a direct impact on your quality of life. Most importantly, you will know that this is a person who has agreed to the highest standards of professionalism and ethics.
Each Certified Senior Advisor must demonstrate an understanding of the following topics:
- Principles of aging
- Social aspects of aging
- Trends in aging
- Social Security & taxes
- Financial & estate planning visit:
- Health, nutrition & fitness
- Alzheimer's & dementia
- Chronic illnesses in seniors
- Tax planning
- Medicaid planning
- Ethical marketing to seniors
- Business ethics with seniors
- Senior housing & assisted living
- Long-term care
- Grief & loss
- Advance directives
- Senior spirituality
- Resources & networking
- Funeral planning
After receiving their CSA designation, CSAs are provided monthly education on the medical, social and financial issues that are important to older adults.
Certified Senior Advisor
Insist on working with the nation's qualified professionals. Work with a Certified Senior Advisor - you'll be glad you did.
If you would like more information or a quote on any of our products, contact us at firstname.lastname@example.org today.