Podcasts about certified senior advisor csa

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-creating-a-financial-plan-for-the-future

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-overcoming-financial-fears-and-challenges

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-creating-a-financial-plan-for-the-future

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-overcoming-financial-fears-and-challenges

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-finding-the-right-investment-vehicle

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-finding-the-right-investment-vehicle

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Registered Representative & Securities Offered Through Capital Synergy Partners, Member FINRA/SIPC , 2860 Michelle Dr. Suite 150 Irvine, CA 92606, Phone: 888-277-1974 Generations Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-overcoming-fears-of-market-volatility

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Registered Representative & Securities Offered Through Capital Synergy Partners, Member FINRA/SIPC , 2860 Michelle Dr. Suite 150 Irvine, CA 92606, Phone: 888-277-1974 Generations Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-living-retirement-to-the-fullest

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Registered Representative & Securities Offered Through Capital Synergy Partners, Member FINRA/SIPC , 2860 Michelle Dr. Suite 150 Irvine, CA 92606, Phone: 888-277-1974 Generations Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-overcoming-fears-of-market-volatility

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Registered Representative & Securities Offered Through Capital Synergy Partners, Member FINRA/SIPC , 2860 Michelle Dr. Suite 150 Irvine, CA 92606, Phone: 888-277-1974 Generations Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-living-retirement-to-the-fullest

Christine Nagelhout is a Chicago native who has lived in Colorado for over half of her life, a place she now calls home. She attended University of Northern Colorado for her BA in Kinesiology, minor in Biology and also obtained her certification as a Certified Athletic Trainer. She attended Northern Illinois University for her MS Ed, with emphasis in Sport Management. Her job experience is diverse, including orthopedics, osteopathy, and most recently over 27+ years in outpatient physical therapy as part of the clinical staff. She acquired her Certified Senior Advisor (CSA) designation in 2020 and is the Owner of Transitions Senior Care, LLC.Christine specializes in Senior Placement, advocating for her clients and families as they navigate finding appropriate next level care communities including Independent Living, Assisted Living and Memory Care. She is a female owned business and covers the Denver Metro area for Senior Placement. Christine offers this no-cost service to her clients as well as many vetted resources to support her clients throughout their journey.Christine's personal philosophy is that every person deserves to be treated with dignity and respect, treated the way I want my own family treated.www.TransitionsSeniorCare.comhttps://www.linkedin.com/in/christine-nagelhout-905549124/*********************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-christine-nagelhout-senior-placement-specialist-and-owner-of-transitions-senior-care

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Registered Representative & Securities Offered Through Capital Synergy Partners, Member FINRA/SIPC , 2860 Michelle Dr. Suite 150 Irvine, CA 92606, Phone: 888-277-1974 Generations Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-financial-confidence-in-retirement

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Registered Representative & Securities Offered Through Capital Synergy Partners, Member FINRA/SIPC , 2860 Michelle Dr. Suite 150 Irvine, CA 92606, Phone: 888-277-1974 Generations Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-financial-confidence-in-retirement

Join Becky and Katana as they discuss:Understanding the costs associated with aging in place or moving.How to better evaluate the different living options available to aging parents.Strategies for improving outcomes for people as they age.A proud native of New Orleans, Louisiana, Becky grew up knowing the value of helping others from her parents. Becky received a Bachelor of Arts in Sociology from Louisiana State University in Baton Rouge and a Master of Business Administration (MBA) with an emphasis in marketing from Georgia State University in Atlanta. In addition, she is also a Certified Senior Advisor (CSA), Certified Dementia Practitioner (CDP), Board Certified Patient Advocate (BCPA), and a Certified Alzheimer's Disease and Dementia Care Trainer® (CADDCT).  Becky began her career in the field of geriatrics over 25 years ago. She developed and implemented a program for older adults seeking to house people and assist them so they could remain in their homes as independently as possible. In 2013, she joined a home care company, Bridgeway, and focused on educating individuals and the community about the benefits of geriatric care management and caregiving. As a Geriatric Care Manager and Patient Advocate, she works closely with clients and their families to make the best and most informed decisions possible. Becky understands the importance and value of geriatric care management and knows that it can positively impact an individual's quality of life.   Learn more about Becky at eizenconsultinggroup.com or call Becky at (248) 752-4389.

Gain insights into CarePatrol's approach to senior care solutions anchored in a true "culture of caring," ensuring that older adults and their families are genuinely supported in finding the right care. Listen to our guest, Becky Bongiovanni, CarePatrol's Brand President, CPRS, and Certified Senior Advisor (CSA)®, as she explores the vital role our local, trusted senior care advisors play in guiding families with personalized advice deeply rooted in their communities. This episode explains the significance of CarePatrol's partnerships with respected organizations like the Alzheimer's Association and how these connections, alongside our ethical values, help us build trust and maintain our commitment to doing what's right, as well as expanding our approach to senior care solutions, ensuring families have the support they need in this ever-changing landscape. Tune in to Learn more about: CarePatrol's unique approach to a “culture of caring”  Insights on CarePatrol's local and trusted senior care advisors assist older adults and their family caregivers in making informed decisions  Specific advantages families experience when working with CarePatrol's local senior care advisors  Understanding CarePatrol's partnerships, memberships, and credentialing with organizations  CarePatrol's role in ethical commitments in fostering trust with older adults and their family caregivers  A vision of innovating and expanding CarePatrol's 'culture of caring' that supports older adults and their families  To view resources, show notes and access more My Care Advisors episodes, visit mycareadvisors.com. We are grateful to be your guide.

In Episode 65, Bill Cohen returns to the show to discuss current trends in the prevalence of dementia in our society and factors that contribute to developing dementia, including environmental conditions, lifestyle choices, and genetics. With the increase of dementia cases each year and the new national attention on dementia from celebrities who are now being diagnosed, it is time that we have more candid conversations about this disease, how to prevent it, and what to do if we or a loved one could potentially develop dementia. In this episode, we discuss preventative strategies as well as preparation strategies in case a loved one is eventually diagnosed with dementia. Our conversation then navigates through the challenges of caregiving, the need for caregiver support, and the use of elder mediation in complicated situations. After “retiring” from state employment and entering his “encore career” seven years ago, Bill is a caregiver support group and memory café leader, a podcast guest, a speaker, a Certified Senior Advisor (CSA)®, a trained elder mediator, and a caregiving support consultant. He has completed several caregiving courses through the Alzheimer's Association and the Society for Certified Senior Advisors (CSA)®, and earned business degrees from Boston and Portland State Universities. Bill Cohen's loving and talented mother, Sheila, lost her home to Hurricane Katrina. Then, she lost her health, ability to create beautiful art, and, ultimately, her life due to Alzheimer's. For almost 10 years, Bill was her primary caregiver and advocate, not just her son. He turned his personal loss into his passion for supporting other caregivers. Bill is a native New Englander and has lived in the Portland, Oregon area for almost 40 years with his wife and supporter, Lori. Resources from This Interview: 1. Online Resources: https://linktr.ee/CohenSupport 2. LinkedIn: http://linkedin.com/in/williamscohen @cohencaregivingsupport 3. Website: https://cohencaregivingsupport.com/

Bill Cohen recently received the "Male Caregiving Voice of the Year" award. You may understand why he was selected when you listen to his caregiving story in this episode and how caregiving unveiled a new purpose, which is now providing him with an encore career. Bill was his mother's caregiver after Hurricane Katrina struck in 2005 and took away her home. First, he stepped in as her long-distance caregiver. Then, when she moved closer to Bill in the Pacific Northwest, he became her primary caregiver, juggling caregiving with his work commitments. Bill's mother had Alzheimer's disease, and Bill found helpful resources along the way through the Alzheimer's Association, which led to him attending a support group. As time progressed, he became the support group's facilitator, which led to hosting memory cafes and learning more helpful resources, which he now shares with other caregivers. Bill owns Cohen Caregiving Support Consultants LLC and is a Certified Senior Advisor (CSA)®, caregiving support consultant, elder mediator, volunteer, and advocate for a cure for Alzheimer's disease. He helps folks manage their caregiving journeys with their care partners living with dementia. He speaks to organizations and meetings and facilitates caregiving support groups in person or virtually.

Join me in the conversation with Bill about caring for his mom and turning his pain into a passion to help other families on this caregiving journey. Here's a note from Bill to you! Hi, I am Bill Cohen. My loving and talented mother, Sheila, lost her home to Hurricane Katrina. Then, she lost her health, ability to create beautiful art and, ultimately, her life due to Alzheimer's. For almost 10 years, I was her primary caregiver and advocate, not just her son. I turned my personal loss into my passion for supporting other caregivers.  After “retiring” from state employment after 25 years and entering my “encore career”, I am a caregiver support group and memory cafe leader, podcast guest, and speaker, a Certified Senior Advisor (CSA)®, an elder mediator, and a caregiving support consultant. I have completed several caregiving courses through the Alzheimer's Association and the Society for Certified Senior Advisors (CSA)®, and also earned business degrees from Boston and Portland State Universities.  I am a native New Englander and have lived in the Portland, Oregon area for almost 39 years with my wife and supporter of over 40 years, Lori.  Here are all of the ways you can reach me. bill@cohencaregivingsupport.com  https://linktr.ee/CohenSupport https://cohencaregivingsupport.com/services --- Support this podcast: https://podcasters.spotify.com/pod/show/michele-magner/support

Gary is an accomplished financial advisor who has spent over four decades dedicated to guiding clients toward financial prosperity in retirement. With impressive credentials, including a lifetime membership in MDRT (Million Dollar Round Table), Gary's expertise shines. His certifications as a Certified Senior Advisor (CSA) and Certified Long-Term Care (CLTC) specialist demonstrate his proficiency in navigating the complexities of senior financial planning and long-term care. Pursuing additional designations in ChFC and CLU, Gary remains at the forefront of industry knowledge.We take a personalized approach to helping individuals by understanding their unique circumstances, goals, and concerns. As independent advisors, we have access to diverse products and solutions to create comprehensive plans that provide secure and predictable lifetime income. Our mission is to guide people toward a worry-free retirement, building lasting relationships along the way. Learn More:https://mansfieldfs.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-gary-scofield-founder-mansfield-financial-strategies-discussing-life-insurance

Gary is an accomplished financial advisor who has spent over four decades dedicated to guiding clients toward financial prosperity in retirement. With impressive credentials, including a lifetime membership in MDRT (Million Dollar Round Table), Gary's expertise shines. His certifications as a Certified Senior Advisor (CSA) and Certified Long-Term Care (CLTC) specialist demonstrate his proficiency in navigating the complexities of senior financial planning and long-term care. Pursuing additional designations in ChFC and CLU, Gary remains at the forefront of industry knowledge.We take a personalized approach to helping individuals by understanding their unique circumstances, goals, and concerns. As independent advisors, we have access to diverse products and solutions to create comprehensive plans that provide secure and predictable lifetime income. Our mission is to guide people toward a worry-free retirement, building lasting relationships along the way. Learn More:https://mansfieldfs.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-gary-scofield-founder-mansfield-financial-strategies-discussing-life-insurance

Gary is an accomplished financial advisor who has spent over four decades dedicated to guiding clients toward financial prosperity in retirement. With impressive credentials, including a lifetime membership in MDRT (Million Dollar Round Table), Gary's expertise shines. His certifications as a Certified Senior Advisor (CSA) and Certified Long-Term Care (CLTC) specialist demonstrate his proficiency in navigating the complexities of senior financial planning and long-term care. Pursuing additional designations in ChFC and CLU, Gary remains at the forefront of industry knowledge.We take a personalized approach to helping individuals by understanding their unique circumstances, goals, and concerns. As independent advisors, we have access to diverse products and solutions to create comprehensive plans that provide secure and predictable lifetime income. Our mission is to guide people toward a worry-free retirement, building lasting relationships along the way.Learn More:https://mansfieldfs.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-gary-scofield-founder-of-mansfield-financial-strategies-discussing-long-term-care-insurance

Gary is an accomplished financial advisor who has spent over four decades dedicated to guiding clients toward financial prosperity in retirement. With impressive credentials, including a lifetime membership in MDRT (Million Dollar Round Table), Gary's expertise shines. His certifications as a Certified Senior Advisor (CSA) and Certified Long-Term Care (CLTC) specialist demonstrate his proficiency in navigating the complexities of senior financial planning and long-term care. Pursuing additional designations in ChFC and CLU, Gary remains at the forefront of industry knowledge.We take a personalized approach to helping individuals by understanding their unique circumstances, goals, and concerns. As independent advisors, we have access to diverse products and solutions to create comprehensive plans that provide secure and predictable lifetime income. Our mission is to guide people toward a worry-free retirement, building lasting relationships along the way.Learn More:https://mansfieldfs.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-gary-scofield-founder-of-mansfield-financial-strategies-discussing-long-term-care-insurance

Gary is an accomplished financial advisor who has spent over four decades dedicated to guiding clients toward financial prosperity in retirement. With impressive credentials, including a lifetime membership in MDRT (Million Dollar Round Table), Gary's expertise shines. His certifications as a Certified Senior Advisor (CSA) and Certified Long-Term Care (CLTC) specialist demonstrate his proficiency in navigating the complexities of senior financial planning and long-term care. Pursuing additional designations in ChFC and CLU, Gary remains at the forefront of industry knowledge.“We take a personalized approach to help individuals by understanding their unique circumstances, goals, and concerns. As independent advisors, we have access to diverse products and solutions to create comprehensive plans that provide secure and predictable lifetime income. Our mission is to guide people toward a worry-free retirement, building lasting relationships along the way.”Learn More: https://mansfieldfs.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-gary-scofield-founder-of-mansfield-financial-strategies-discussing-annuities-101

Gary is an accomplished financial advisor who has spent over four decades dedicated to guiding clients toward financial prosperity in retirement. With impressive credentials, including a lifetime membership in MDRT (Million Dollar Round Table), Gary's expertise shines. His certifications as a Certified Senior Advisor (CSA) and Certified Long-Term Care (CLTC) specialist demonstrate his proficiency in navigating the complexities of senior financial planning and long-term care. Pursuing additional designations in ChFC and CLU, Gary remains at the forefront of industry knowledge.“We take a personalized approach to help individuals by understanding their unique circumstances, goals, and concerns. As independent advisors, we have access to diverse products and solutions to create comprehensive plans that provide secure and predictable lifetime income. Our mission is to guide people toward a worry-free retirement, building lasting relationships along the way.”Learn More: https://mansfieldfs.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-gary-scofield-founder-of-mansfield-financial-strategies-discussing-annuities-101

We are thrilled to have Bill Cohen join us once again as a guest on our podcast. Bill is not only a caregiver support group leader and a sought-after speaker, but also someone who shares his personal experiences and career journey with great emphasis. With a diverse background that spans the financial services industry and government, Bill now takes pride in being the owner of Cohen Caregiving Support Consultants, where he runs his own business.Bill's journey as a caregiver began when he assumed the role of primary caregiver for his mother, who bravely battled Alzheimer's disease. This firsthand experience profoundly influenced his unwavering dedication to assisting others facing similar circumstances. As a result, he made a significant transition from his extensive career in the financial industry and government work to embark on his own entrepreneurial venture, providing him with both financial security and a platform to promote wellness.Bio:Bill is a Caregiver support group leader and Speaker, an Association volunteer, a Certified Senior Advisor (CSA)®, and the owner of Cohen Caregiving Support Consultants.Bill has completed multiple caregiving and aging courses through the Alzheimer's disease Association and the Society for Certified Senior Advisors™️, has a financial services and government background, and earned business degrees from Boston and Portland State Universities. He has lived in the Portland, Oregon area for almost 37 years with his wife of 41 years, Lori.Contact Information:FacebookInstagramLinkedInWebsiteBook a consultation with Dr. Tomi MitchellClick HERE to schedule a free 30-minute consultation if you'd like support to take the right step towards the great life you deserve.⭐Thank you for listening to our podcast! We would greatly appreciate it if you could take a moment to give us a 5-star review. Your support helps us reach more listeners and continue to bring you high-quality content. Thank you!

Send us a Text Message.Bill Cohen, a dedicated caregiver with a decade of experience under his belt, shares his journey of caring for his late mother, Sheila. He's seen the challenges of being a male caregiver and understands the unique way men approach the role. As the owner of Cohen Caregiving Support Consultants, Bill has turned his personal experience into a passion-driven career, helping others navigate the complex world of caregiving. He's also an active volunteer with the Alzheimer's Association and runs support groups for caregivers.Along the way, Bill discovered the unique challenges male caregivers face, as they often approach caregiving from a task-oriented perspective rather than an empathetic one. His own experiences led him to become the facilitator of support groups and delve deeper into the world of caregiving. Bill's passion for helping others in similar situations led to his encore career as a caregiving support consultant, focusing on the emotional and logistical support often lacking for caregivers. Through his work, Bill has become an advocate for Alzheimer's research and funding, dedicating himself to supporting both caregivers and their loved ones.In this episode, you will be able to:Explore the distinct challenges and methods employed by male caregivers.Discover various resources and support systems available to caregivers.Learn effective self-care tips to avoid caregiver burnout.Delight in heartwarming stories, appetizing food, and personal accounts of Alzheimer's experiences.About Bill: Bill  Cohen is a caregiver support group leader and speaker, an Alzheimer's Association volunteer, a Certified Senior Advisor (CSA)®, elder mediator, and the Cohen Caregiving Support Consultants owner. Bill  has completed multiple caregiving and aging courses through the Alzheimer's Association and the Society for Certified Senior Advisors™️, has a financial services and government background, and earned business degrees from Boston and Portland State Universities.  A native New Englander, he has lived in the Portland, Oregon area for almost 39 years with his wife of over 40 years, Lori. He loves to try different cuisines, especially at Portland's renowned food carts and is an avid Boston sports fan. Connect with Bill:Website:  Cohen  Caregiving Support Consultants Instagram TikTok Facebook Facebook Community: Dementia Support Group for Caregivers with Bill Cohen Support the Show.Confessions of a Reluctant Caregiver Sisterhood of Care, LLC Website: www.confessionsofareluctantcaregiver.com Like us on Facebook! Tweet with us on Twitter! Follow us on Instagram! Watch us on Youtube! Pin us on Pinterest! Link us on LinkedIn!Tune in on Whole Care Network

Bill Cohen, a dedicated caregiver with a decade of experience under his belt, shares his journey of caring for his late mother, Sheila. He's seen the challenges of being a male caregiver and understands the unique way men approach the role. As the owner of Cohen Caregiving Support Consultants, Bill has turned his personal experience into a passion-driven career, helping others navigate the complex world of caregiving. He's also an active volunteer with the Alzheimer's Association and runs support groups for caregivers. Along the way, Bill discovered the unique challenges male caregivers face, as they often approach caregiving from a task-oriented perspective rather than an empathetic one. His own experiences led him to become the facilitator of support groups and delve deeper into the world of caregiving. Bill's passion for helping others in similar situations led to his encore career as a caregiving support consultant, focusing on the emotional and logistical support often lacking for caregivers. Through his work, Bill has become an advocate for Alzheimer's research and funding, dedicating himself to supporting both caregivers and their loved ones. In this episode, you will be able to: Explore the distinct challenges and methods employed by male caregivers.Discover various resources and support systems available to caregivers.Learn effective self-care tips to avoid caregiver burnout.Delight in heartwarming stories, appetizing food, and personal accounts of Alzheimer's experiences. About Bill:  Bill Cohen is a caregiver support group leader and speaker, an Alzheimer's Association volunteer, a Certified Senior Advisor (CSA)®, elder mediator, and the Cohen Caregiving Support Consultants owner.  Bill has completed multiple caregiving and aging courses through the Alzheimer's Association and the Society for Certified Senior Advisors™️, has a financial services and government background, and earned business degrees from Boston and Portland State Universities. A native New Englander, he has lived in the Portland, Oregon area for almost 39 years with his wife of over 40 years, Lori. He loves to try different cuisines, especially at Portland's renowned food carts and is an avid Boston sports fan.  Connect with Bill: Website: Cohen Caregiving Support Consultants Instagram TikTok Facebook Facebook Community: Dementia Support Group for Caregivers with Bill Cohen Linked In YouTube Confessions of a Reluctant Caregiver Sisterhood of Care, LLC Website: www.confessionsofareluctantcaregiver.com Like us on Facebook! Tweet with us on Twitter! Follow us on Instagram! Watch us on Youtube! Pin us on Pinterest! Link us on LinkedIn! Tune in on Whole Care Network

All Home Care Matters was honored to welcome the founder & CEO of Givers, Max Mayblum and the Director of Marketing, Katie Wilkinson as our guest to share how they are helping families and caregivers with resources and financial support.   Max Mayblum is the founder and CEO of Givers. Motivated by his personal exposure to family caregiving and his background in healthtech, he started the company on a mission to help caregivers get long overdue support and resources. Max is a Certified Senior Advisor (CSA)® and is passionate about helping caregivers find joy and connection in their role.    Katie Wilkinson is the Head of Marketing at Givers. Watching her dad take care of her mom when she was sick gave her a front-row seat to witness the weight of being an unpaid caregiver. Katie is passionate about the intersection of healthcare and technology, and making sure that unpaid family caregivers get the care and compensation they deserve.

Jill Devine was introduced to this week's guest, Erin Dwyer-Busch, through a mutual friend, Cynthia Siess Kirkpatrick. Cynthia was featured on Episode 81: How Being A Better Version Of Yourself Will Help Others.Erin Dwyer-Busch is an Eldercare Strategist with her company Senior Care Authority of St. Louis. Erin has her BA in Psychology from the University of Notre Dame and her Masters of Science in speech-language pathology from Fontbonne University. She is a Certified Dementia Practitioner, Certified Senior Advisor (CSA), and a Beyond Driving with Dignity professional. She has 17 years of experience working with pediatric and adult clients with developmental disorders, MS, voice disorders, individuals who are post-stroke, have speech & language disorders, tongue thrust, and those with traumatic brain injuries.Through residential placement advising and eldercare consulting, Erin and her team help families with aging loved ones find the best senior living and care options available as well as guiding them through the healthcare system by providing resources, education, and advocacy. The primary goal at Senior Care Authority is keeping your senior safe.It's never easy to have tough conversations with your aging parents, but that's where Erin comes in. She and her team can help you navigate those conversations. The team also teaches families the tools and what to say to get the care their loved ones need and deserve.Phone Number: 314-451-2255Facebook: Senior Care Authority STLInstagram: @seniorcarestlLinkedIn: Erin Dwyer-BuschTwo Kids and A Career Website: https://www.jilldevine.com/Two Kids and A Career Instagram: https://www.instagram.com/jilldevine/?hl=enTwo Kids and A Career Facebook: https://www.facebook.com/JillDevineMedia/Thank you to our sponsors:Evoke Creative, Blondin Professional Real Estate, & ZencastrUse my special link https://zen.ai/twokidsandacareer and use Two Kids and A Career to save 30% off your first three months of Zencastr professional. #madeonzencastr

Tommy and his wife Myra have 7 children and attend Johnson Ferry Baptist Church in Marietta. Tommy wants to become more like Christ as he moves thru life's journey towards meeting his Maker. He enjoys spending time with his children and friends, exercise, and eating healthy. Encouraging all those around him to be more like Christ and accomplish more is what he has been told characterize many of his relationships.His #1 business goal is to truly helping people enjoy life without having to worry about what will happen..When people believe and understand Who really owns everything, this can happen. Thomas takes pleasure in guiding his clients as they implement the financial planning strategies that help them become better stewards and meet the financial and life goals God has laid on their hearts. Mr. Cloud's: commitment to operating as a fee only fiduciary practitioner, reducing investment costs, holistic financial planning focus, retirement planning, and Biblical worldview are what separates him from many others in his field.Thomas graduated from The Georgia Institute Of Technology in 1997 with a degree in Business Management and Certificate in Finance. Mr. Cloud is a CERTIFIED FINANCIAL PLANNER™ practitioner. The CFP® is one of the most respected and hardest designations to obtain in all of the financial services industry.Thomas Cloud, Jr., is also a Qualified Kingdom Advisor. One of the greatest unrecognized and unmet needs in the body of Christ today is the ability to find a financial professional who shares a Biblical perspective on stewardship. Kingdom Advisors' qualification process introduces a new level of qualified Christian financial professionals who are equipped to integrate Biblical counsel with financial counsel. What should I look for in a Qualified Kingdom Advisor?Thomas has passed the NASD series 6, 22, 63, and 65 examinations. Mr. Cloud has a BA in Management and certificate in finance from the Georgia Institute of Technology. Mr. Cloud has passed the state insurance examination as well. He has also earned the Chartered Financial Consultant (ChFC©)designation from the American College. To become a ChFC© Mr. Cloud had to meet experience requirements and pass exams covering finance and investing. The experience requirement is to have at least three years of experience in the financial industry, and have studied and passed an examination on the fundamentals of financial planning, including income taxation, insurance, investment and estate planning. The College for Financial Planning®, located in Denver, awarded Thomas Cloud, Jr., of Marietta, Georgia, the Accredited Asset Management Specialist or AAMS® Professional Designation. Individuals who complete the program, pass a final exam, and sign a code of ethics and disclosure form earn the AAMS designation. Developed in response to the need for advanced training within investment firms, the Accredited Asset Management Specialist Professional Designation Program offers investment professionals with the precise, hands-on information needed to provide ample, planning-oriented asset management advice. He is also a Certified Senior Advisor (CSA) and Registered Investment Advisor (RIA). To become a Certified Senior Advisor (CSA), he completed a 24-part program of study in the financial, physical, emotional, and personal issues of seniors. Thomas also participated in both the Financial Management Association (FMA) and the investment club while attending Georgia Tech. His investment club was featured on CNNFN because they were an elite college club picking stocks, which outperformed the S&P 500 two years in a row. After college, he worked for First Union National Bank, then Southwick Investments (securities), and Turamali (tangibles and other non securities).Thomas Cloud, Jr. wrote the ebook The Ten Biggest Mistakes Any Investor Makes. Mr. Cloud wrote a monthly financial, economic, and geopolitical article for the prestigious political website Purepolitics.com for years. He also wrote, 2 articles, for Business Reform magazine. Thomas Cloud, Jr.'s articles have also been published by the Christian Ranchman and Spiritual Voice News. Toastmasters International has recognized Thomas G. Cloud, Jr. as a Competent Toastmaster. Mr. Cloud has completed the 12-week Crown Financial Ministries study and also led the study at First Baptist Church Atlanta. Thomas is a professional member of Kingdom Advisors. Mr. Cloud has also spoken about financial planning all over the world, including the Mediterranean Sea. In the winter of 2009 Thomas published a book called Circle of Fellowship that he authored with Robert Inman Ragsdale, III. Circle of Fellowship is a small group discussion guide for men designed to make disciples of Jesus.Learn More: https://thirdactretirement.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tommy-cloud-cfp-president-of-third-act-retirement-planning-qualified-kingdom-advisor

Tommy and his wife Myra have 7 children and attend Johnson Ferry Baptist Church in Marietta. Tommy wants to become more like Christ as he moves thru life's journey towards meeting his Maker. He enjoys spending time with his children and friends, exercise, and eating healthy. Encouraging all those around him to be more like Christ and accomplish more is what he has been told characterize many of his relationships.His #1 business goal is to truly helping people enjoy life without having to worry about what will happen..When people believe and understand Who really owns everything, this can happen. Thomas takes pleasure in guiding his clients as they implement the financial planning strategies that help them become better stewards and meet the financial and life goals God has laid on their hearts. Mr. Cloud's: commitment to operating as a fee only fiduciary practitioner, reducing investment costs, holistic financial planning focus, retirement planning, and Biblical worldview are what separates him from many others in his field.Thomas graduated from The Georgia Institute Of Technology in 1997 with a degree in Business Management and Certificate in Finance. Mr. Cloud is a CERTIFIED FINANCIAL PLANNER™ practitioner. The CFP® is one of the most respected and hardest designations to obtain in all of the financial services industry.Thomas Cloud, Jr., is also a Qualified Kingdom Advisor. One of the greatest unrecognized and unmet needs in the body of Christ today is the ability to find a financial professional who shares a Biblical perspective on stewardship. Kingdom Advisors' qualification process introduces a new level of qualified Christian financial professionals who are equipped to integrate Biblical counsel with financial counsel. What should I look for in a Qualified Kingdom Advisor?Thomas has passed the NASD series 6, 22, 63, and 65 examinations. Mr. Cloud has a BA in Management and certificate in finance from the Georgia Institute of Technology. Mr. Cloud has passed the state insurance examination as well. He has also earned the Chartered Financial Consultant (ChFC©)designation from the American College. To become a ChFC© Mr. Cloud had to meet experience requirements and pass exams covering finance and investing. The experience requirement is to have at least three years of experience in the financial industry, and have studied and passed an examination on the fundamentals of financial planning, including income taxation, insurance, investment and estate planning. The College for Financial Planning®, located in Denver, awarded Thomas Cloud, Jr., of Marietta, Georgia, the Accredited Asset Management Specialist or AAMS® Professional Designation. Individuals who complete the program, pass a final exam, and sign a code of ethics and disclosure form earn the AAMS designation. Developed in response to the need for advanced training within investment firms, the Accredited Asset Management Specialist Professional Designation Program offers investment professionals with the precise, hands-on information needed to provide ample, planning-oriented asset management advice. He is also a Certified Senior Advisor (CSA) and Registered Investment Advisor (RIA). To become a Certified Senior Advisor (CSA), he completed a 24-part program of study in the financial, physical, emotional, and personal issues of seniors. Thomas also participated in both the Financial Management Association (FMA) and the investment club while attending Georgia Tech. His investment club was featured on CNNFN because they were an elite college club picking stocks, which outperformed the S&P 500 two years in a row. After college, he worked for First Union National Bank, then Southwick Investments (securities), and Turamali (tangibles and other non securities).Thomas Cloud, Jr. wrote the ebook The Ten Biggest Mistakes Any Investor Makes. Mr. Cloud wrote a monthly financial, economic, and geopolitical article for the prestigious political website Purepolitics.com for years. He also wrote, 2 articles, for Business Reform magazine. Thomas Cloud, Jr.'s articles have also been published by the Christian Ranchman and Spiritual Voice News. Toastmasters International has recognized Thomas G. Cloud, Jr. as a Competent Toastmaster. Mr. Cloud has completed the 12-week Crown Financial Ministries study and also led the study at First Baptist Church Atlanta. Thomas is a professional member of Kingdom Advisors. Mr. Cloud has also spoken about financial planning all over the world, including the Mediterranean Sea. In the winter of 2009 Thomas published a book called Circle of Fellowship that he authored with Robert Inman Ragsdale, III. Circle of Fellowship is a small group discussion guide for men designed to make disciples of Jesus.Learn More: https://thirdactretirement.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tommy-cloud-cfp-president-of-third-act-retirement-planning-qualified-kingdom-advisor

Episode Guest: Raines Cohen, community organizer and co-housing coachEpisode Description: The stereotypical modern ideal of independent solo living and aging is really a new modern experiment that doesn't work well for many people. We can achieve greater independence through interdependence if we're willing to engage with neighbors or housemates to take care of one another. That's what aging in community is all about. Many structures and ways help people preserve their privacy while they share, such as setting clear limits and building relationships over time. Having a deeper shared purpose or value can support deeper relationships and caring, more than just housemates or places to live. You can get more of what you want or need in a community living arrangement by starting with a clear list of your own priorities, but instead of treating it as a list of demands, use it as a guide to your listening, and then prioritize.About Raines Cohen:Raines Cohen, CSA, CLIPP, is a community organizer pioneering the field of Aging in Community. As a Cohousing Coach, he works to help people find and co-create sustainable communities, cohousing neighborhoods, EcoVillages, and all forms of cooperative shared living that blend privacy and community. He has visited over 125 North American cohousing neighborhoods, lived in two, and served as a Global Ecovillage Network (GEN) Ambassador. As a Certified Senior Advisor (CSA), he loves to connect life planners and folks serving elders with new options for their clients. As a Certified Living in Place Professional (CLIPP), he looks for ways to help folks feel safer and more secure in their existing homes as they age and evolve to incorporate new neighbors and housemates. He wrote the Aging in Community chapter in the book Audacious Aging, was a founding member of Elders Action Network (EAN), and serves on the boards of Sage-ing International and Gray Panthers of the Berkeley/East Bay Area. He lives with his wife, Betsy Morris, at Berkeley (California) Cohousing.Get in touch with Raines Cohen:Raines' Handout: Download his chapter called "Aging in Community" in the book, Audcacious Aging https://www.agingincommunity.com/RevolutionizeRetirement/ Raines' website: https://www.agingincommunity.com/ Purchase the book, Audacious Aging: Eldership as a Revolutionary Endeavor: https://revolutionizeretirement.com/audacious Grab our free guide, 10 Key Issues to Consider as You Explore Your Retirement Transition, at https://10keyretirementissues.com/ 

Breaking news!!! Bill Cohen has cracked the code on understanding the dynamics of Alzheimer's! Using the tips that he shares in this incredible interview, he was able to navigate the experience of this disease with his mother, Sheila. She survived the catastrophe of Katrina only to start to show a downward spiral immediately following that event. She lost her health, ability to create beautiful art and, ultimately, her life due to Alzheimer's. Did you know that Alzheimer's disease is ranked at #6 in the leading causes of death in the US?! You don't want to miss hearing about Bill's entrepreneurial journey. It has included dedicating these last 21 years to advocating for, not only the patients, but those giving the patients care as well as the importance of self care. Bill Cohen is a caregiver support group leader and speaker, an Alzheimer's Association volunteer, a Certified Senior Advisor (CSA)®, and the owner of Cohen Caregiving Support Consultants.

In this episode, I had the pleasure of interviewing Bill Cohen.BiographyBill is a Caregiver support group leader and Speaker, an Association volunteer, a Certified Senior Advisor (CSA)®, and the owner of Cohen Caregiving Support Consultants. His loving and talented mother, Sheila, lost her home to Hurricane Katrina. Then, she lost her health, ability to create beautiful art, and, ultimately, her life due to Alzheimer's disease. For almost 10 years, Bill was her primary caregiver and advocate, not just her elder son.Bill has completed multiple caregiving and aging courses through the Alzheimer's disease Association and the Society for Certified Senior Advisors™️, has a financial services and government background, and earned business degrees from Boston and Portland State Universities. He has lived in the Portland, Oregon area for almost 37 years with his wife of 41 years, Lori.Key Takeaways:Contact Info: Instagram:https://www.instagram.com/cohencaregivingsupport/?hl=en Facebook Link:https://www.facebook.com/groups/billcohensupportgroup/Linkedinhttp://linkedin.com/in/williamscohen Website linkhttps://cohencaregivingsupport.com/

Walt Kasmir, RN, Leading Gerontologist, Grief Counselor, and Certified Senior Advisor (CSA)®, invites survivors of COVID-19 victims to share their grief journey. Mr. Kasmir is also seeking professionals to share their expertise in the area of loss, grief, and end-of-life issues.   My channel is "Critical Conversations, " where experts provide insider perspectives on medical, legal, financial, and end-of-life issues. These episodes will be on our Grace For Grieving Podcast and Playlist.Topics include:• Definition and Benefits of a Geriatric Care Manager• How to navigate long-term care, and get organized for "Aging in Place"• How to find community-based services that help you stay at home longer• How to find funding for home improvements for older adults• How to find legal assistance for older adults• How to pay for assisted living and nursing homes• How to choose the right assisted living facility• How to tap into your innate resilience.• How to cope with aging• How to care for your aging parents• How to cope with grief and much more!*******We'd Love to Connect, Here's How: ▶️  FOLLOW Off Walt Kasmir on Linkedin: https://linkedin.com/in/waltkasmir ▶️. FOLLOW Walt Kasmir on Twitter: https://twitter.com/WaltKasmir▶️. FOLLOW Walt Kasmir on Facebook: https://www.facebook.com/GraceForGrie...*******Share, Like, and Subscribe to this content on all social media!Other Services Offered By Walt Kasmir, RN, and Certified Senior Advisor (CSA)®:   * Social Security Disability Applications and Appealshttp://SSDIAnswers.com   * Geriatric Care Management https://MonacrchCareManagement.com/se...   * Advance Care Planning   * Grief Counseling   * Eldercare Training  Blessings!Walt Kasmir, RN,  Social Security Disability AdvocateCertified Senior Advisor (CSA)® |Geriatric Care Manager | Podcast HostPhone: (929) 344-1669

As the brand president, Becky Bongiovanni oversees the strategic growth of CarePatrol Franchise Systems. She is passionate about helping franchisee's run a profitable-purpose driven business.She co-founded CarePatrol in 2009 and was the chief operating officer in 2011. Under her leadership, CarePatrol has grown to 150 locations across 33 states.Becky, a Certified Senior Advisor® (CSA), has been in the assisted-living placement industry since 2003. She has also served as the treasurer of the National Post-Acute Care Continuum from 2016-2018.

In this episode, I had the honor of speaking with Bill Cohen. Mr. Cohen is a caregiver support group leader and speaker, an Alzheimer's Association volunteer, a Certified Senior Advisor (CSA)®, and the owner of Cohen Caregiving Support Consultants.  His loving and talented mother, Sheila, lost her home to Hurricane Katrina. Then, she lost her health, ability to create beautiful art and, ultimately, her life due to Alzheimer's. For almost 10 years, Bill was her primary caregiver and advocate, not just her elder son. Bill shares his story and journey with his late mom, answers specific questions and concerns, and provides advice on how to manage care and behaviors, and how to practice self-care and prevention. Bill has completed multiple caregiving and aging courses through the Alzheimer's Association and the Society for Certified Senior Advisors™️, has a financial services and government background, and earned business degrees from Boston and Portland State Universities. He has lived in the Portland, Oregon area for 37 years with his wife of 41 years, Lori.  Tune in for an awesome learning opportunity!

In this episode of AFSPA Talks, COO Kyle Longton brings us through a discussion on Long Term Care for Long Term Care Awareness Month. For this episode, Kyle is joined by Linda Tsironis Caruthers, founder and CEO of Long-Term Care Consultants. Linda Tsironis Caruthers, CSA, LTCP is the founder and CEO of Long-Term Care Consultants, Inc., a dedicated long-term care insurance agency providing long-term care planning and caregiver support resources to individuals and employer groups. She has specialized in long-term care insurance since 2000 and earned the Long-Term Care Professional (LTCP) designation from America's Health Insurance Plans (AHIP) in 2005 and the Certified Senior Advisor (CSA) designation from the Society of Certified Senior Advisors in 2006.

In Episode 31, Bill Cohen, provides dementia advice and support for caregivers of family members with dementia. Most resources for dementia, including Alzheimer's, focus on the patient and not on the caregivers. However, many people have to shift their lives to become caregivers to their loved ones while learning the best care strategies along the way. Bill helps us find the best resources to help our loved ones and provides us with tools and strategies to help us reduce our stress, save time and expenses, and balance our personal, professional, and caregiving lives. Bill Cohen is a caregiver support group leader and speaker, an Alzheimer's Association volunteer, a Certified Senior Advisor (CSA)®, and the owner of Cohen Caregiving Support Consultants. His loving and talented mother, Sheila, lost her home to Hurricane Katrina. Then, she lost her health, ability to create beautiful art, and, ultimately, her life due to Alzheimer's. For almost 10 years, Bill was her primary caregiver and advocate, not just her elder son. Now he dedicates his life to empowering other caregivers so that they can lead healthy balanced lives while caring for their loved ones. Resources from the Interview 1. Company Website: Cohencaregivingsupport.com 2. Bill Resources and Contact Info: https://linktr.ee/CohenSupport 3. Instagram: @cohencaregivingsupport 4. Facebook Group: https://www.facebook.com/groups/billcohensupportgroup/

Join Walt Kasmir, RN, Leading Gerontologist, and Certified Senior Advisor (CSA)® and his team of experts for "Critical Conversations" and insider's perspective on medical, legal, financial, and end-of-life issues.Key Points:   * Seek Input From a Trusted Advisor Before Selecting Medicare   * Make Your "Informed Decisions" About Medicare Early   * Delay Choosing Medicare After You're Eligible Can Cost You Thousands   * The (SHIP) State Health Insurance Assistance Program is a FREE, unbiased service to answer in-depth questions about Medicare and Medicaidhttps://ShipHelp.org. The Georgia SHIP link is https://Mygeorgiacares.orgWe'd Love to Connect, Here's How: ▶️  FOLLOW Off Walt Kasmir on Linkedin: https://linkedin.com/in/waltkasmir ▶️. FOLLOW Walt Kasmir on Twitter: https://twitter.com/WaltKasmir▶️. FOLLOW Walt Kasmir on Facebook: https://www.facebook.com/GraceForGrie...*******Share, Like, and Subscribe to this content on all social media!Other Services Offered By Walt Kasmir, RN, and Certified Senior Advisor (CSA)®   * Geriatric Care Management https://MonacrchCareManagement.com/se...   * Advance Care Planning   * Grief Counseling   * Eldercare Training   * Crisis Intervention Blessings!Walt Kasmir, RN,  Leading Gerontologist, and Certified Senior Advisor (CSA)® Geriatric Care Manager | Podcast Host

All Home Care Matters is honored to welcome a very special guest on this episode, Bill Cohen CSA. Bill is a caregiver support group leader and speaker, an Alzheimer's Association volunteer and advocate, Certified Senior Advisor (CSA)®, and the owner of Cohen Caregiving Support Consultants LLC.   Bill's journey to becoming a Caregiver consultant did not happen immediately. It was the journey once his mother was diagnosed with Alzheimer's that would eventually lead him into the profession of helping others who are on the same journey that he himself has travelled. His loving and talented mother, Sheila, lost her home to Hurricane Katrina. Then, she lost her health, ability to create beautiful art and, ultimately, her life due to Alzheimer's. For almost 10 years, Bill was her primary caregiver and advocate, not just her elder son.   Bill shares his story and journey with his late mom, answers specific questions and concerns, and provides advice on how to manage care and behaviors, and how to practice self-care and prevention. Bill's unique perspective allows him to support caregivers to help avoid caregiver burnout as well as help provide them with the tools and caregiver resources to help them as they are caring for aging parents and loved ones.   Bill has completed multiple caregiving and aging courses through the Alzheimer's Association and the Society for Certified Senior Advisors™️, has a financial services and government background, and earned business degrees from Boston and Portland State Universities. He has lived in the Portland, Oregon area for over 36 years with his wife, Lori.    Connect with Bill and Cohen Cohen Caregiving Support Consulting: https://cohencaregivingsupport.com   Facebook Caregiver Support Group: https://www.facebook.com/groups/billcohensupportgroup/   YouTube Channel for Caregiver Tips and Support: https://www.youtube.com/channel/UCVe4E5fw4OuibwgRSAk3-xA LinkedIn: https://www.linkedin.com/checkpoint/challengesV2/AQE0AaFi5RclSQAAAXu3IBKqrZTw8Jdw3Lhdf-5G9-XPA3laeWYwf4TP-Zo6aeFw4GkI2iI4CP9dCpiJWQIaKPUrHm1S49ioBg?original_referer=https%3A%2F%2Flinktr.ee%2F    

✅  Support; How many times have we heard this word used, but ... do we really know what that means?

Bill Cohen is a caregiver support group leader and speaker, an Alzheimer's Association volunteer, Certified Senior Advisor (CSA)®, and the owner of Cohen Caregiving Support Consultants.  His loving and talented mother, Sheila, lost her home to Hurricane Katrina. Then, she lost her health, ability to create beautiful art and, ultimately, her life due to Alzheimer's. For almost 10 years, Bill was her primary caregiver and advocate, not just her elder son. In today's episode, Bill shares the details of his caregiving experience for his mom and how he turned that experience into his second ‘encore' career, helping caregivers. Bill lives in the Portland, Oregon area with his wife of 41 years, Lori.  Find Bill Cohen on his website: http://cohencaregivingsupport.com Visit us on our website: www.compassionincaregiving.com Stephanie currently has openings for one-on-one therapy. To find out more and to see if she is a good fit please visit https://calendly.com/compassionincaregiving/30min?back=1&month=2021-06  Join our FREE Facebook community!  For more visit our instagram! @compassionincaregiving

62 Who Knew ?!? Ep. 058Tonight, our guests are Mr. Mark Goldberg & Mr. Bill Comfort.Mr. Mark Goldberg, President of FPS Insurance Agency in Frisco Texas. Mark and he and his company are part of the LTC Global Network.Bill is a national training specialist in the subjects of extended care planning and LTC insurance. He holds the Certified in Long-Term Care (CLTC)®, Certified Senior Advisor (CSA)®, and Long Term Care Claims Professional (LTCCP)® designations. He has served on the CSA® national faculty and as a CLTC® Master Class instructor since 2001 and is an approved insurance continuing education instructor in all 50 states.Our audience will be amazed at the plethora of options these two LTC professionals have available to all of us at this point in our lives… Every generation faces different complications when preparing for retirement. It will always be this way…But this generation is facing an issue like none other before it.And that issue is Longer lifespans! That's right, people are living longer than ever before! But make no mistake about it, longer life spans are a double-edged sword.Michael L. BannerPresident & CEOProfessional Mortgage Alliance, LLC.E-Mail – mbanner@pmanow.comCell – 727-224-3859NMLS# - 386692 See acast.com/privacy for privacy and opt-out information.

62 Who Knew Episode 007.Tonight's 62WhoKnew Television Show is again delving into the incredibly timely topic of long term care.Our guest is Mr. Bill Comfort.Bill is a national training specialist in the subjects of extended care planning and LTC insurance. He holds the Certified in Long-Term Care (CLTC)®, Certified Senior Advisor (CSA)®, and Long Term Care Claims Professional (LTCCP)® designations. He has served on the CSA® national faculty and as a CLTC® Master Class instructor since 2001 and is an approved insurance continuing education instructor in all 50 states.Bill has trademarked the phrase “The LTCpro®” to identify his expertise. A former radio and TV reporter, he brings his journalism experience to the complicated world of LTC insurance and long-term care planning as a dynamic speaker, educator, and insurance planner.Our audience will be amazed at the plethora of options that are available to all of us at this point in our lives…. See acast.com/privacy for privacy and opt-out information.

A very wise man once said, “if you do good in the world, and do right by your clients, good will come back to you.” This is the basis for Laurie’s career in the financial services industry and her work with her clients every day. Having earned her Certified Senior Advisor (CSA)® designation, Laurie places highest emphasis on the five Code elements of Competence, Honesty, Trustworthiness, Fairness and Professionalism. With a passion for retirement, estate and elder planning, Laurie brings a distinct professional edge to the table when working with her clients. Bringing with her over a decade of financial experience including mortgage banking, client service and financial planning, Laurie holds her FINRA Series 7, Series 63, Series 65 and AIF® designation through LPL Financial and Florida 215 Life and Health Insurance license and is licensed to practice in Florida and Minnesota. A lifelong student of the arts, Laurie studied at Concordia University in St. Paul, MN with a focus in music and broadcast journalism. Raised in the midwest with small town values, Laurie and her husband, Ben, are privileged to call Florida’s picturesque Gulf Coast home. When not helping her clients to enjoy the benefits that come with masterful financial planning, Laurie and Ben enjoy fun in the sun, playing host to friends and family and volunteering their time and talents. Certified Senior Advisors (CSAs) have supplemented their individual professional licenses, credentials and education with knowledge about aging and working with seniors. It is recommended that you verify the validity of any professional’s credentials in which you conduct business and be sure you completely understand what those licenses, credentials and education signify. The CSA certification alone does not imply expertise in financial, health or social matters. For more details visit: www.csa.us.

2pm ET / 1pm CT / 12pm MT / 11am PT (Outside US: Dial 00 + 1 + 714-464-4891) Viki Winterton interviews John Browning! John is a seasoned financial advisor with an extensive career that spans multiple decades. Throughout his career, he has managed billions of dollars for top US firms. He leverages his unique expertise to help people create a financial future without sacrificing their entire life to meet that goal. Being a Certified Senior Advisor (CSA), John has more than 27 years of Wall Street experience and it has given him great insight into the role that money plays in the lives of people all across the world. Working for financial stability and security does not mean that one has to sacrifice their happiness or their core human values. His new bestseller, Build a Life, Not a Portfolio aims to reinvent the role money plays in people’s lives and provides a new perspective, thus helping people put themselves first. For decades, the popular notion for most Americans has been to work hard endlessly early in life so one can enjoy financial security later in life. Working with this approach, many people lose their work/life balance and fail to enjoy the years of their life that matter the most. John doesn’t agree with this lifestyle.   

Join Denise and Ann as they discuss the passing of legislative bills that that will initiate change within Black communities. Also, they delve into the importance of building communities and Basketball player's stance on returning for mid-season games. The Podcypher panel includes: Angela V. McKnight, elected as the 1st African American Assemblywoman for the 31st District for the State of New Jersey in 2015 and now serving her second term. She sits on the following committees: Higher Education Committee and Vice-Chair of Women and Children. Angela is a Certified Senior Advisor (CSA). She is also the Carepreneur, who is the Founder & CEO of the 501(c)3 nonprofit organization AngelaCARES, Inc. AngelaCARES, Inc. is headquartered in Jersey City, NJ with its first chapter in Las Vas, Nevada, and in collaboration with United Methodist Communities (PineRidge of Montclair) and Montclair Public Library, the Senior Space operates in Montclair, NJ. AngelaCARES, Inc. motto is “A Passion to Care. The Ability to Help.”Angela is a self-published author of her first book called Caregiver's Guide to Helping Seniors Eat Healthy. In her book, she shares her caregiving experiences to help caregivers assist their Senior Loved One (SLO) eat healthily. Follow Angela on: Instagram: @thankhernow Podcast-Thank Her Now Podcast: https://thankhernow.libsyn.com/ Thank Her Now Podcast: https://thankhernow.libsyn.com/ Kimberly Sumpter was a 17-year radio veteran and is now the host and producer of the Sistah's Connect podcast. In March of 2019, she launched Podcasting Essentials for Beginners, an online course for emerging podcasters. She’s a Community Business Academy instructor for Rising Tide Capital, a non-profit organization dedicated to transforming lives and communities through entrepreneurship and the owner of the Wax Kandy Candle company. Sistah's Connect is a bi-weekly podcast that celebrates the spirit of sisterhood! The podcast highlights interviews with women who have been personally instrumental in her life journey. The goal of the podcast is to empower, enlighten, and encourage women of color to connect on a deeper level. The topics range from friendship to entrepreneurship and purpose. Listener-ship spans from places like the United Kingdom, Barbados, South Africa, Kenya, Puerto Rico, and France. Both Kimberly and the podcast have been featured on: Libsyn.com, Authority Magazine, Izzy and Liv, Podcast Business Journal, Black Enterprise.com, and She Podcasts LIVE. Social media handles - @sistahsconnect on Instagram and Twitter www.facebook.com/groups/mySistahsConnect www.podcastingessentialsforbeginners.com www.sistahsconnect.com Jalaine Watts A college-educated software engineer by trade. He is a licensed computer instructor in New York state and he also has 20 years of professional programming experience. Jalaine is also the creator and host of the podcast "Dissecting Your Perspective". Social media handles - https://www.instagram.com/blessedclay/ https://www.facebook.com/jalaine.watts https://www.instagram.com/dissectingyourperspective/ Website: www.songhaistudios.com --- Support this podcast: https://anchor.fm/podcypher/support

Erin Dwyer owns and operates Senior Care Authority in St. Louis, Missouri, is a Certified Senior Advisor (CSA) and a Beyond Driving With Dignity professional. Erin has always had a career in the helping professions, spending 17 years working with children and adults as a speech-language therapist in private practice, school systems, and outpatient clinical settings in the St. Louis area. She has experience with treating clients who have had strokes, traumatic brain injuries, swallowing disorders, & aphasia, among many others. Sponsor: www.SeniorCareAuthority.com

Erin Dwyer owns and operates Senior Care Authority in St. Louis, Missouri, is a Certified Senior Advisor (CSA) and a Beyond Driving With Dignity professional. Erin has always had a career in the helping professions, spending 17 years working with children and adults as a speech-language therapist in private practice, school systems, and outpatient clinical settings in the St. Louis area. She has experience with treating clients who have had strokes, traumatic brain injuries, swallowing disorders, & aphasia, among many others. Sponsor: www.SeniorCareAuthority.com

Denise B. Lee, Certified Professional Organizer®, Coach, Certified Senior Advisor (CSA)®, Owner of Clear Spaces, LLC discusses: The common mistakes people make with their paper; Some rules we can follow to make dealing with paper easier; The special needs some seniors have when it comes to managing their paper. http://www.clearspaces.org

Denise B. Lee, Certified Professional Organizer®, Coach, Certified Senior Advisor (CSA)®, Owner of Clear Spaces, LLC discusses: The buying mindset; If fear drives excess buying (does stocking up on toilet paper during a pandemic ring a bell?); What someone can do to break the buying habit. Clear Spaces, LLC | www.clearspaces.org | 314-956-2282 Another quality Senior Learning Institute Educational Moment www.SeniorLearningInstitute.com

How do you care for an aging family member? What if the family member does not think they need help or is suffering from a disease like dementia or Alzheimer’s? Statistics show that Americans are living longer and with diseases like Alzheimer’s on the rise, more of the American population will need care.  On the show today is Bill Cohen, a caregiving support consultant, who provides us with some great information and perspective on the aging community and how best to care for them. He is on Clear Choices to discuss not only the choices that he made to become a consultant later in his life but also the choices that his clients have to make in regards to caring for their aging family members. Bill is originally from New England but has lived in Oregon for thirty years with his wife and several pets. He has done a lot in his life from being a financial advisor to working for the DMV.  His common thread has always been helping people. His life goal and milestones have been delivering value to others. What brought him to his most current role as a caregiver consultant is what he experienced when he took care of his mother whose life was ultimately taken by Alzheimer’s.  From then on, he committed himself to providing the help and support he needed, but didn’t have, when caring for his aging mother. He became a Certified Senior Advisor (CSA) and now provides guidance, advice, and support for caregivers and their aging family members. "It’s so much better to prepare, be proactive and plan in advance.  One of the things I like to say is that if you are thinking that it is time for mom, dad, or whoever, to be getting additional care, it is time.  That’s the time to start planning.” In this episode, you will hear: - How Bill helps people as a caregiver consultant - A list of things to consider if you have an aging family member - How Bill guides clients through difficult choices Thank you so much for listening! Please subscribe to the show, leave a review, and share it with a friend. If you have a guest idea or want to connect with me, please visit my website www.clearchoices.live or find me on Facebook at www.facebook.com/Clear-Choices-104719800920939/. I am also available for speaking engagements. Other resources and links mentioned in this episode: Cohen Caregiving Consultants LLC https://cohencaregivingsupport.com/ bill@cohencaregivingsupport.com Bill’s Facebook Group https://www.facebook.com/groups/235240217385401/

Robert is a Certified Senior Advisor (CSA) and a business leader in healthcare, technology sales and consulting. He has over 25 years of experience in a variety of senior roles and industries and, in his current position, he serves as President of Lone Jack Holdings, Inc., dba BrightStar Care of Fairfax- a healthcare services provider serving the Northern Virginia area. As a CSA, Robert is a leader in helping seniors plan and access the services they need to age in place and with choice. He often speaks publicly on the issues and challenges of aging and is an active leader in a number of local and national charities- including an advocate role with the American Heart Association and as an active member of the Alzheimer's Association speakers board. https://www.myoutdesk.com

The #1 concern in retirement is running out of money and the #1 reason for running out of money is unplanned catastrophic medical expenses. The average couple in retirement will spend $280,000 on healthcare and that doesn’t include long term care needs. Plus, 73% of retirees over age 65 will need some form of long term care in retirement. This is why it’s so important to meet with a professional, like Kevin, a Certified Senior Advisor (CSA). Kevin can take you through the planning process leaving no stone unturned to give you the retirement you deserve.

Ted Gottlieb is more than a Realtor, he is a trusted advisor to seniors and their families, regardless if there is a Real Estate transaction involved! As a Certified Senior Advisor (CSA) and Senior Real Estate Specialist, Ted has incorporated a social aspect to his Real Estate business that goes beyond the Real Estate transaction. Listen in and learn how Ted Gottlieb is creating Healing Ties all around us.

Ted Gottlieb is more than a Realtor, he is a trusted advisor to seniors and their families, regardless if there is a Real Estate transaction involved! As a Certified Senior Advisor (CSA) and Senior Real Estate Specialist, Ted has incorporated a social aspect to his Real Estate business that goes beyond the Real Estate transaction. Listen in and learn how Ted Gottlieb is creating Healing Ties all around us.

Ted Gottlieb is more than a Realtor, he is a trusted advisor to seniors and their families, regardless if there is a Real Estate transaction involved! As a Certified Senior Advisor (CSA) and Senior Real Estate Specialist, Ted has incorporated a social aspect to his Real Estate business that goes beyond the Real Estate transaction. Listen in and learn how Ted Gottlieb is creating Healing Ties all around us.

Ted Gottlieb is more than a Realtor, he is a trusted advisor to seniors and their families, regardless if there is a Real Estate transaction involved! As a Certified Senior Advisor (CSA) and Senior Real Estate Specialist, Ted has incorporated a social aspect to his Real Estate business that goes beyond the Real Estate transaction. Listen in and learn how Ted Gottlieb is creating Healing Ties all around us.

Fritzi Gros-Daillon will talk about how we can age at home. One of the toughest things to decide about after retirement is where to stay.  You can listen to the show at: http://rockyourretirement.libsyn.com/how-to-age-at-home Age at Home: Fritzi Gros-Daillon knows how to do it.  She is a former senior move manager and has worked with 1000 families while being a long-distance caregiver for her parents in California. Fritzi founded Household Guardians in 2013 as an age at home consulting firm. Her passion for keeping family members safe in their own home environment for as long as possible has grown from years watching family's struggle to make the best decisions. Her environmental business background, certification as a Certified Aging in Place Specialist (CAPS), Certified Senior Advisor (CSA) and years of experience bring a combination of expertise and perspective to the current aging in place issues. Her book, “Grace and Grit: Insights to Real Life Challenges of Aging for Adult Children and their Parents,”, has won three national awards since publication in June 2014. Fritzi's interview on how to age at home was jam-packed full of information, so I was furiously writing it down. Some great information she gave us: * There are Toilet Paper Holders that can be used as balance bars. They can support 250 pounds of weight and look great. * Call them BALANCE bars, not grab bars. Our aging population doesn’t like these old sounding words. * Easy things to do related to lighting: * LED lighting on railings help. * Toe kicks can help. * Motion sensor lights help to raise our consciousness. * Motion sensor lights help us see where to put our feet and help reduce falls. * Add railings to hallways above the wainscoting. * Look ahead 6 months to see what needs to be done. * Smart soles are shoe inserts that work with an alert system. * Change lighting to reduce glare. * Cover or remove mirrors and reflective surfaces. * Remove family photos and replace them with pictures of flowers and landscaping. * Remove busy patterns on walls floors and furniture. * Use color to differentiate items such as plastic glasses and plates. * Be conscious of odors and sharp sounds. Use lavender, not rosemary. * Install soft background music. These are just a few items.  She has a 240 point assessment that she does to help you age at home. What do you think people should know BEFORE they retire?  An assessment of your home can give you ideas for now and the future; It can increase the “visibility” of your home for all family members. What if someone is “stuck in their retirement?   Stay engaged. Find a place to volunteer or learn a new skill. The experts are looking at this next generation of retirees to provide $2 Trillion of value in expertise to the national economy through volunteering and mentoring..it is a part of the national conversation. Contact information: 800-984-1186 fritzi@householdguardians.com www.householdguardians.com To get today's freebie, go to http://RockYourRetirement.com/ALZ

A Certified Senior Advisor (CSA) is a specialist in their respective field but have supplemented their knowledge by understanding the multiple processes of aging. Curtis Petersen joins us from the Society of Certified Senior Advisors to tell us more.

A Certified Senior Advisor (CSA) is a specialist in their respective field but have supplemented their knowledge by understanding the multiple processes of aging. Curtis Petersen joins us from the Society of Certified Senior Advisors to tell us more.

Thomas W. Young CLU, ChFC, RFC, CSA Tom is a life time resident of Western PA and has a wife, Theresa and one daughter Sarah. Tom started in the financial services industry in 1976, and is the founder and President of 1st Consultants, Inc. He is also the Professional speaker for Financial Curves, Inc. Tom is a financial strategist who uses time value concepts and lost opportunity cost evaluations to help clients maximize the time value of money and benefits associated with insurance and financial products. Tom is a professional speaker, a published author, and a radio personality on 1230/1460 WBVP/WMBA in Beaver Falls, PA. His radio show is called, "The Financial Coach for Seniors". Tom earned the 2010 Beaver County Times Best of the Valley Readers' Choice Award for best Financial Planner. He has been recognized by Pittsburgh Magazine as a Top-Scoring Wealth Manager. Tom has been named 2004 Business Man of the Year by the National Republican Congressional Committee's Business Advisory Council and is also the recipient of the 2004 Ronald Reagan Gold Medal Award.  Tom has also earned several professional designations such as Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Financial Consultant (RFC), and Certified Senior Advisor (CSA). Along with these designations, Tom is also a former National Field Trainer for LEAP™ Systems, Inc. He is a member of the National Ethics Bureau. He has served on the Board of Directors for the American Red Cross - Beaver Chapter and the Beaver Area Chamber of Commerce. He is a member of the Beaver, Rochester, and Beaver County Chamber of Commerce, and a member of the Knights of Columbus. Tom is also a member of the prestigious "MDRT" (Million Dollar Round Table). He has earned Court of the Table and Top of the Table; distinguishing himself within the industry through their superior performance by producing at a level three times that of MDRT membership requirements. Achieving membership in MDRT's Court of the Table is a career milestone attained only by those who have demonstrated exceptional professional knowledge, client service and ethical conduct. Million Dollar Round Table's Top of the Table is an exclusive forum for the world's most successful life insurance and financial services professionals.  As a Certified Life Coach, Tom works as an overall financial coach for his clients. Tom has also been certified as a Human Behavior Consultant. Tom is a charter member of the National Association of Insurance and Financial Advisors as well as a member of the Society of Financial Service Professionals.