A New Certified Senior Advisor Training Course is Coming to San Francisco, CA

The Society of Certified Senior Advisors announces a new class location in San Francisco, CA for a live CSA training course. The CSA education program is designed to help professionals work more effectively with their senior clients in order to better serve and protect them.

Denver, CO (PRWEB) April 04, 2013

The Society of Certified Senior Advisors (SCSA) announces a new class location for its bestselling Certified Senior Advisor (CSA) course in San Francisco April 23rd – 26th, 2013. 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 an upcoming live class at Certification Classes.

Attendees of the CSA education course will gain the knowledge and tools necessary to work more effectively with their 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 Newark will be taught by SCSA’s expert instructors Dr. Jim McCabe and David Stitt.

Jim McCabe, PhD, is the President of Eldercare Resources, a geriatric care management company that specializes in eldercare and case management services. Over a period of more than 25 years, Dr. McCabe has assisted hundreds of families with planning in the areas of eldercare and long term care planning. Jim has served on the Board of The Financial Planning Association in Phoenix, AZ. He has worked extensively with professionals in the areas of estate planning, elder law and health care. Dr. McCabe holds a Masters Degrees from the University of Hawaii in Social Work and Public Health, and earned his PhD at the University of California, Berkeley. He is a frequent contributor to the Journal of Practical Estate Planning.

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 Radisson San Francisco Airport Bay Front. 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.

About SCSA

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.


Contact

  • Natalie Judd
    Big Voice Communications
    203-389-5223
    Email
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