Past SCSA Educational Webinars
10 Tips for Growing your Senior Business via the Social Web
Presented by: David Weigelt
How to Make the Most of Your CSA Designation
Presented by: Ed Pittock, CSA
Surprising Things You Don’t Know About Wills
Presented by: J. Mark Fisher
Diving For Referral Pearls
Presented by: Dean Lindsay
I’m Here to Network, Now What?
Presented by: Molly Wendell
How Healthcare Reform Is Going to Affect Seniors
Presented by: Bob Semro
Alzheimer’s Disease: Past, Present and Future
Presented by: Dr. Paul Bell, PhD
Age Branding: Attracting Senior Consumers
Presented by: Rick Moody, PhD
The Economic Crisis & How Professionals
Can Help Seniors Cope
Presented by: Carol Rogers, Khristine Rogers, CSA & Gordon Wolfe
Making the Most of Your Marketing Dollars
Presented by: Mary Grace Glasier
More About Medicare and Changes in 2010
Presented by: Nancy Dykeman, CSA |
CURRENT EVENTS
Webinar: Top 5 Estate Tips You Can’t Die Without
The Society of Certified Senior Advisors invites you to join us for an educational and entertaining journey through the Top 5 Estate Tips You Can’t Die Without webinar presented by estate and elder law attorney, Linda Sekely. Linda will bring you practical tips, traps and client examples from her 25 years of practice in estate law. Topics will include:
- Power / weakness behind the power of attorney
- Deeding of real estate to loved ones
- Bloodline planning and creditor protection
- The wonder of the living trust
- Special needs planning
Linda Sekely, published author of five books on estate planning and asset protection, is the managing partner of the Law Firm of Linda Sekely & Associates. She is a national speaker, frequent guest lecturer and trainer for national conferences and professional associations. Linda hosted and produced her own weekly syndicated radio talk show, “Exit Stage Right” where she advised listeners on matters of estate legal documents, probate, and elder law. She is the founder and executive director of Pennsylvania Estate Advisory Team, a nonprofit educational organization for elder and estate law and planning and has been named to the prestigious National Academy of Elder Law Attorneys.
Register today – don’t miss out on this educational opportunity that will benefit you both personally as well as professionally.
Date: Wednesday, September 15th 2010 at 12:00 p.m. MST
Price: Free to all CSAs, $49 for non-CSAs
Register Now!
Finance and Tax Professionals CE Course
If you work with seniors and need CE, but want something different from the usual CE – then we have your answer!
With the senior population exploding more every day, we know how important it is for you to stay informed and on the cutting-edge of what’s happening in the senior market. We created this one-day course specially for finance and tax professionals to get the most current information on the social, financial, and health aspects of aging - topics that are critically important to your senior clients.
In addition, you will:
- meet Beanna Whitlock, CSA, EA – a nationally known tax expert and speaker who will present information on financial literacy and government programs
- get new information on Social Security, Medicare, Medicaid, Long-Term Care, as well as retirement, tax, and estate planning
- leading edge information on issues affecting seniors, like Alzheimer’s Disease and housing, from Mary Grace Glasier, CSA and SCSA lead faculty
- an opportunity to network with other professionals who are committed to providing the best possible care for seniors
Finance and tax professionals (Certified Financial Planners, Certified Public Accountants, and Enrolled Agents) will receive 8 continuing education credits for the class, including one-hour of Ethics credit.
The Finance and Tax Professionals’ Guide to Working with Seniors
Date: Tuesday, October 19
Location: Dallas, Texas - Wyndham Hotel, Love Field
Member Price: $125 for CSAs, finance and tax professionals
(NATP, TxSEA, and FPA)
Non-member Price: $195
Time: 8 a.m. to 5 p.m.
Lunch Included
Space is limited so register today.
Register Now!
UPCOMING EVENTS
Presented by:
Nancy Dykeman
Date Scheduled:
October 20, 2010
Presented by:
Dave Sole
Presented by:
Jim McCabe
Presented by:
Dave Sole