• Call Us Now
    (941) 739-5006

  • Send Mail Us
    financial@assurity.us

CSA-WordArt-Wealth-management-services-sarasota
 
 
A Certified Senior Advisor CSA® is a professional who has completed a rigorous 20 part program proving his expertise in areas concerning the personal and financial issues of seniors.
The course is taught by a nationally recognized panel of experts in social work, law, medicine, gerontology, geriatrics, and financial planning.
 
 
Each Certified Senior Advisor must demonstrate an understanding of the following topics:
 
Principles of aging
• Social aspects of aging
Trends in aging
• Social Security & taxes
Financial & estate planning
• Care giving
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
Resources & networking
• Funeral planning
 
To remain in good standing a CSA® must adhere to a Code of Professional Responsibility encompassing the following:  Competence, Confidentiality, Professionalism, Fairness, Integrity, and Diligence.
 
Time to Attain Credential:  3 – 6 Months
 
 
Simply fill out the form and someone will give you a call within 24 hours of a normal business day


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  • 2429 Manatee Ave E, Unit 1 Bradenton,
    FL 34208
  • Call Us Now

    (941) 739-5006

  • Send Mail Us

    financial@assurity.us

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