Attendees of the CSA education course will gain the knowledge and tools necessary to work more effectively with their senior clients
Denver, CO (PRWEB) January 08, 2014
The Society of Certified Senior Advisors (SCSA) announces a new class location for its bestselling Certified Senior Advisor (CSA) course in Houston, January, 14-17. The CSA course teaches anyone who works with older adults about the strategies and tactics for working more effectively with the senior customer. CSA courses are held in locations around the country. See the upcoming class locations 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 Los Angeles 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, Arizona. 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 Sheraton Houston Brookhollow Hotel. Following the at-home study program, the optional class review will be held over the first three days of class. For more details on the course curriculum and comprehensive study materials, please visit Working with Seniors.
Attendees of the CSA class review have the option to sit for the CSA Exam following the 3 days of class. In order to become Certified Senior Advisors, candidates must pass the CSA Exam in addition to meeting all certification requirements.
Individuals who earn and maintain the Certified Senior Advisor (CSA)® credential are entitled to become members of the Society of Certified Senior Advisors (SCSA), an organization dedicated to helping professionals understand the key health, social and financial issues that are important to older adults. Founded in 1997, SCSA offers a vast array of resources and education specifically related to issues affecting seniors.