pauleckler:<< Thanks, TT. >>You're welcome.<< I agree with CABob. I am surprised to learn that this is another certification for financial advisers. >>Well, yes . . . I guess you can say it's a bit of a” gimmick.” It's a “gimmick” in that provides ongoing training and information through continuing education or the quarterly journals so one can better understand and address the issues of seniors. The information can be used and/or passed along to through one's own system or use some of the services they provide that might make it easier (e.g. monthly or quarterly new letter). . . .. . . . a “gimmick” that not only helps keep clients aware of current events and issues concerning seniors but also helps show that servicing seniors is of special interest to a particular professional.And maybe because is it a rather new and not well known designation, it will tend to be viewed as a “gimmick” for a while until it's legitimacy really gets a foothold (look how long it took for the CFP).BTW: PhD's and other Dr. and RN's who regularly deal with geriatrics write a great majority of the articles in the quarterly journal. << We often talk about the need for an elder attorney--especially on the Estate Planning board. That's to deal with nursing home issues and especially protecting assets for spouse and qualifying for Medicaid if you need it.But I would expect there are experts in dealing with numerous other senior issues. I was expected a CSA to be a general purpose adviser to help you find say in home assistance for aging parents, Meals on Wheels, or other such issues. >>Those are indeed some of the kinds of issues that is dealt with. And for Financial Planners who like to deal with seniors, this kind of service tends to provide just the kind of information that can be helpful rather than spending a lot of valuable time surfing the Internet for such things. This is probably why you see so many “financial planners” who are also CSA's.<< There must be a whole world of services out there for those who need them. Some if you can pay for them. Some if you can't. Where do you find them? >>That's exactly the kind of thing an advisor/processional can better do through the use of the services provided by Society of Certified Senior Advisors.Yes . . . TTR is a CSA. ;-)
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar<