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| What is a Certified Senior Advisor ? |
| A Certified Senior Advisor is a professional who has completed a rigorous course of instruction in the concerns facing seniors. This course is taught by a nationally recognized panel of experts in social work, law, medicine, gerontology, geriatrics and financial planning. Upon completion of the course, candidates for the designation must pass a comprehensive exam to demonstrate their knowledge of the issues and their commitment to meeting the needs of their senior clients. Upon successfully passing the CSA examination, a CSA automatically becomes a member of the Society of Certified Senior Advisors. |
| As an advisor with a CSA designation, Jeff can demonstrate an understanding of the following topics: | ||
| * Principles of aging | * Social aspects of aging | |
| * Trends in aging | * Social Security & taxes | |
| * Financial & Estate Planning | * Caregiving | |
| * 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 | |
| * Resource & Networking | * Funeral Planning | |
| The Society Of Certified Senior Advisors designation means that you can be confident that your advisor is well trained in meeting the specific needs of a senior client. |
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SAI Financial Services Inc. |
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315 South Wheaton Avenue |
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Wheaton Illinois 60187-5209 |
| Tel. (630)221-1112 Fax(630)221-1115 |
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Copyright 2001 SAI Financial Services Inc. All rights reserved. |