Helping Your Client (and You Too!) Benefit From a Hidden Asset

2.5 million seniors a year will walk away from their life insurance policies, with little or nothing. These could be your clients, and you can help them in a new way. Besides helping a client (first and foremost), you can help your business. Life insurance policies, including term policies, are an asset that clients own.…

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Latest Elder Frauds, Scams, and Financial Exploitation

Pig Butchering (“Romance Scams on Steroids”) and other exploitations wreaking financial, emotional, and physical havoc on the rapidly growing Senior demographic. Presented by Steve Benton, Elder Financial Safety Center Financial Counselor. The Elder Financial Safety Center is a collaborative partnership of The Senior Source, Dallas County Probate Courts and District Attorney’s Office. About the Presenter:…

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Brain Health 101

Maintaining a healthy brain is an essential part of overall health and wellness at any age. Research shows people with healthier brains have better memory and cognitive skills, a lower risk for Alzheimer’s disease and other types of dementia, and better mood and well-being. Join neuropsychologist Dr. Vonetta Dotson as she summarizes the latest scientific…

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Veterans Benefits for Seniors

Join Jim Blythe for a presentation on available Veterans benefits, programs, and services as well as resources on how to get the paperwork done. About the PresenterJim Blythe has been a CSA since 2008, and was the CSA Service to Seniors Award winner in 2015. He started broadcasting for Veterans in 2015 with the Alliance4theBrave: Today…

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Secure Act 2.0 Brings Changes…Working with Older Adults

The Secure 2.0 Act Brings changes that affect Older Adults and planning for retirement. This webinar highlights a few of the Act’s provisions which specifically affect those working with Older Adults. About the Presenter Reina Schlager, CPA/PFS Personal Financial Specialist* Reina is a Certified Public Accountant and a recently retired Financial Advisor. Reina has been…

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Alzheimer’s Disease: What We Now Know, What We Can Do

This program will describe the status of current research and recently approved therapeutics as well as the many lifestyle strategies that can greatly influence brain health and risk of cognitive decline, inspiring individuals to adopt a proactive, preventive approach. Several of these strategies may also enhance cognitive and physical function of those with a confirmed…

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Greatest Risk in Retirement? Living Too Long

With medical science and healthier lifestyles, today’s retirees will live longer into retirement than any generation before them. A 65-year-old couple has a joint life expectancy of 27.1 years, and it will likely go higher in the years ahead. Turning 100 is the fastest growing cohort in America. No one wants to run out of…

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Considering Senior Living: An Adult Family Mediator’s Perspective

This webinar is for Elders and Adult Children with Aging Parents, and their professionals who sense that they need help sorting through the emotional and practical challenges related to the decision of whether and when to move from the family home. The webinar is focused on the psychological, communication, and practical dimensions involved with these…

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Gerotranscendence

The goals of this webinar are to reignite the power of the professional’s purpose in their chosen vocation, to begin formulating a theoretical orientation that yields positive results – no matter one’s specialty within Gerontology, to transform ideas of job efficacy, organizational impact, and standards of care by changing one’s perception to a more holistic…

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Memory Changes and the Aging Brain: Warning Signs & What to Do

Learn the difference between normal aging and dementia, the 10 warning signs of Alzheimer’s disease, and the specific brain and functional changes that occur when someone is living with dementia. Understand the profound impact that dementia can have on our closest relationships, the grief and loss involved, and the symptoms of caregiver stress to watch…

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The Mind of a Family Caregiver

Becoming a Family Caregiver, by choice or by circumstance, is a stressful event. Families are often overwhelmed by their new responsibilities, the decisions they need to make, and the potential implications those decisions may have on their aging loved one and their own family. As CSAs, we are here to help guide families through some…

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Life Insurance Settlements: Benefiting Your Client…and You!

500,000 seniors a year will stop making the premium payments on their life insurance policies, and walk away with little or nothing. Millions more annually will surrender their policies. Why? Because they no longer want the policy, no longer need the policy or can no longer afford the policy, and they do not know there…

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