This course covers why a comprehensive understanding of the unique goals and challenges facing seniors today helps to better serve and protect them.
Denver, CO (PRWEB) August 13, 2012
The Society of Certified Senior Advisors announces a new class location for its bestselling Certified Senior Advisor (CSA) course in Dallas, TX August 21-24. The CSA course teaches anyone who works with seniors about the strategies and tactics for working more effectively with the senior customer. CSA courses are held in locations around the country. Find out more at CSA Live Classes.
Attendees of the CSA education course will gain the knowledge and tools necessary to work more effectively with senior clients. This course covers why a comprehensive understanding of the unique goals and challenges facing seniors today helps to better serve and protect them. This is an in-depth class with first-rate faculty and rewarding results for both attendees and their senior clients. The CSA course coming to Dallas, TX will be taught by SCSA’s expert instructors Jane W. Barton, MTS, MASM and David Stitt, CLU, ChFCmn, CEP, RFC.
Jane Barton is the owner of Cardinal, LLC, a consulting firm that provides educational programs and counseling to assist people in confronting the daunting challenges posed by aging, serious illness and disability. An experienced educator, writer and speaker, Jane’s expertise includes grief and bereavement, caregiving, hospice and palliative care, compassion fatigue, and spirituality and health. Previously, Jane served as Director of Education for the Life Quality Institute (LQI), where she created and presented educational programs to community members, healthcare providers, and national audiences to improve the experience of people and families challenged by serious, advanced, or terminal illnesses. She has also served as a chaplain and bereavement facilitator, and is expert at distilling complex topics into information that can be applied in everyday life.
David Stitt is Chairman and CEO of EnterAct Software, LLC, a firm dedicated to providing comprehensive financial planning tools and services to professional financial planning firms. David recently retired as the Financial Planning Specialist for the Chicago – Vrablik office of New England Financial, where he provided financial planning expertise and support for 40 representatives. The office was in the top five agencies in the U.S. for financial planning production. Before re-acquiring the Enteract software, David was Principal Technical Analyst for CCH, Inc., a company that provides leading tax and business law information and software solutions. In this role he was responsible for proprietary financial and estate planning software. During David’s 30-year career in the financial services profession, he has served as a licensed tax preparer and consultant and earned the CFP® designation. David speaks nationally on subjects of financial planning and computerization and his writings are published by Prentice Hall in The Expert’s Guide to Managing and Marketing a Successful Financial Planning Practice, R&R Newkirk, and in national trade publications such as Life Insurance Selling. David has also hosted a radio talk show, Money Talks.
The CSA Course will be held at the Hyatt Place Dallas North. Following the at-home study program, the optional live class review will be held over the first 3 days of class. The CSA certification exam is taken on the morning of the fourth day. For more details on the course curriculum and comprehensive study materials, please visit working with seniors.
Professionals that take the time to earn their CSA designation know what a valuable investment the course is to both their professional and personal lives. SCSA is always striving to improve the course itself and the benefits associated with being a CSA so that new students and CSAs will have the same enthusiasm and regard for the certification as SCSA’s current membership.
Taking the steps to earn the CSA designation is about much more than taking a class and passing a test. Learn more about what it means to be a CSA through our newest guide “Now That You’re a CSA”
SCSA educates and certifies professionals to work more effectively with their senior clients. As the leading provider of certification for professionals serving seniors, SCSA’s Certified Senior Advisor (CSA)® credential requires CSAs to uphold the highest ethical standards for the benefit and protection of the health and welfare of seniors. Accredited by the National Commission for Certifying Agencies, the CSA credential is the gold standard for professionals in all areas who work with the senior population. Through a comprehensive educational program, SCSA helps professionals understand the key health, social and financial issues that are important to the majority of seniors.