CSA Webinar
Estate Planning 101
Grow your understanding of Estate Planning Join us for a presentation by attorney Ilya Lyubimskiy (JD, CPA, CFE) which will focus on estate planning best practices. During the presentation, Ilya will explain common misconceptions and what should be avoided when creating an estate plan. He will also cover why it’s usually not a good idea…
Read MoreUsing Home Equity for a Better Retirement
Join Harlan Accola, National Reverse Mortgage Director at Fairway Independent Mortgage Corporation, as he discusses using home equity to create a better retirement. In this presentation, Harlan will highlight and answer key questions on the following topics: Sequence of Returns RiskCan your clients use a reverse mortgage in estate planning to increase the legacy to…
Read MoreEnding Ageism Together
Ageism is in our minds and our institutions – and it impacts our health, our ability to work, our economy, and how we interact with our own clients, co-workers, and family members. Join Janine as she talks about the impact of ageism, the progress being made across the country to reduce it, and how to…
Read MoreDemystifying Hospice and Palliative Care
Palliative care is a philosophy and model of care that can potentially transform our experience of health care today. However, due to a lack of awareness combined with a lack of information, most people fail to reap the benefits of this type of care. So, let’s review the fundamental tenets of palliative and hospice care…
Read MoreAging in Place: Current Trends and Practices
Information on the latest trends and practices in aging in place and home modifications. Presented by Robert Gurinowitsch Robert Gurinowitsch works with corporations to educate on safety and modifications in the work or home environment, sharing the knowledge of invaluable services for the Aging in Place and the Disabled Workers markets. He provides patient-specific education…
Read MoreAlternative Asset Based Funding for Long-Term Care
Over the last 15 years, the use of LTC-Life Settlements to pay for senior living has grown into a mainstream option accepted by every care provider in the United States. There are 250 million life insurance policies in-force today and over $200 billion owned by seniors could potentially qualify to pay for care every year.…
Read MoreLongevity: Aging Crisis or Golden Opportunity?
Elder rights advocate Kelly O’Connor, CSA shares with us the essence of what it means to live a long life in today’s America. Kelly recaps the six principles shared in her recent TEDx Talk and proposes ways CSAs can better connect with their audiences. Presented by Kelly O’Connor, CSA Kelly O’Connor is an elder care…
Read MoreYour Gift to the Community – Kindness
This session will explore the how kindness contributes to your own well-being and self-worth, as well as that of the individuals who are recipients of your acts. Small acts of kindness can make a difference. Learn of ways that you can have a role in spreading kindness in our community. The time to start is…
Read MoreAccelerating Trusted Relationships
Are your relationships measured by the quantity or quality of those with whom you interact? In an ever increasingly virtual world, one in which technology is driving many of our interactions, how are we maintaining authenticity? What determines who you will work with? What drives the decision as to whether or not someone will take…
Read MorePart 3: Leading Beyond the Pandemic – The Art of Deepening Relationships
SCSA and Orion Resource Group are collaborating for this special webinar! This three part webinar series will cover the profound impacts the COVID-19 pandemic has had on the aging industry. Part one will specifically address the question: What are the trends influencing the longevity economy as a whole? The world is on the road to…
Read MoreMedication Management
Many aging adults find themselves taking medications for various chronic conditions and other health issues. Research indicates that as the number of prescription medications a person (ages 70 or older) takes increases, so do challenges with medication management and potential health risks. Certain medications such as opioids, can easily become harmful if not taken as…
Read MoreThe Three Things That Could Cause You To Lose Your Home for Yourself and Your Heirs
Presented by Harlan Accola, CSA Reverse Mortgage Director • NMLS ID 277693 Harlan has been in the mortgage industry for over 20 years. He has specialized in reverse mortgages since 2003 and is currently the Reverse Mortgage Director for Fairway. Harlan is very passionate about the role that reverse mortgages can play in changing the…
Read MorePart 2: Leading Beyond the Pandemic – Impact of Trends and Changes to the Aging Industry
SCSA and Orion Resource Group are collaborating for this special webinar! This three part webinar series will cover the profound impacts the COVID-19 pandemic has had on the aging industry. Part one will specifically address the question: What are the trends influencing the longevity economy as a whole? The world is on the road to…
Read MoreThe LTC Planning Imperative
This webinar will provide information on long term care insurance. Instructor Bill Comfort, CSA®, CLTC®, LTCC® will provide an expert presentation on behalf of CLTC for how to use long term care insurance to protect clients from the costs associated with long term care. This presentation will examine the following issues: Presented by Bill Comfort,…
Read MoreSituational Social Security
Every client is in a unique situation when considering their Social Security benefit. This webinar will discuss the questions and issues that relate to every unique client – single, married, divorced, surviving spouse, public employees, restricted application eligibility, and children. Presented by Jim Blair and Marc Kiner Jim Blair is currently part owner and Social…
Read MorePart 1: Leading Beyond the Pandemic – Megatrends Influencing the Longevity Economy
CSA and Orion Resource Group are collaborating for this special webinar! This three part webinar series will cover the profound impacts the COVID-19 pandemic has had on the aging industry. Part one will specifically address the question: What are the trends influencing the longevity economy as a whole? The world is on the road to…
Read MoreThe Importance of Pre-Arranged Funerals
Certified Senior Advisor and Funeral Director, Elisa Ingoldby will review with us the in’s and out’s of how to prearrange a funeral and the importance of undertaking such a task. Participants will get access to a Vital Statistics Worksheet and learn how to approach a funeral home to deal with making those long term plans…
Read MoreThe Secondary Market for Life Insurance – Current Trends, New Applications
This course examines the trends that are driving the secondary market’s continued growth and provides an overview of the five most common applications being used by advisors today. The presentation will specifically discuss term settlements, policy replacement strategies, Retained Death Benefit Options (with and without a cash settlement) and settlements for smaller face policies, using…
Read MoreThe ‘UnSECURE’ Act: Drastic Changes to IRA Rules
On December 20, 2019, President Trump signed the Further Consolidated Appropriations Act, which included the Setting Every Community Up for Retirement Enhancement Act of 2019, commonly referred to as the SECURE Act. The SECURE Act made important changes that apply to retirement savings and employee benefits, some of which are positive, but many that will…
Read MoreMedicare in 2021 — New Challenges for Your Clients
You’ve likely been asked by clients, “Why does Medicare have to be so complicated?” The best answer is, who knows? But, here’s one thing we do know for certain — Medicare isn’t going to get any easier. In fact, in just the last few months alone, the government has made several changes that will make…
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