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A New Certified Senior Advisor Training Course is Coming to Charlotte, NC


The Society of Certified Senior Advisors announces a new class location in Charlotte, NC for a live CSA training course. The CSA education program is designed to help professionals work more effectively with their senior clients in order to better serve and protect them.

(PRWEB) May 30, 2013

The Society of Certified Senior Advisors (SCSA) announces a new class location for its bestselling Certified Senior Advisor (CSA) course in Charlotte, June 4-7, 2013. The CSA course teaches anyone who works with seniors about the strategies and tactics for working more effectively with the senior customer. CSA courses are held in locations around the country. Find an upcoming live class at Certification Classes.

Attendees of the CSA education course will gain the knowledge and tools necessary to work more effectively with their senior clients. This course covers why a comprehensive understanding of the unique goals and challenges facing seniors today helps to better serve and protect them. This is an in-depth class with first-rate faculty and rewarding results for both attendees and their senior clients. The CSA course coming to Charlotte will be taught by SCSA's expert instructors Bill Yurkovac, CFP, Jane Barton, MTS, MASM, CSA and Susan Miedzianowski, PhD

William P. Yurkovac, CFP®, is a financial planning team member with Arnold, Gentleman & Associates in Naples, Florida. He provides a wide range of financial planning and consulting services specializing in estate planning, wealth management and preservation. A native of Western Pennsylvania, Bill attended Duquesne University in Pittsburgh where he graduated with a Master's Degree in Education. Bill has over thirty-five years of experience in financial planning from experience as an independent financial advisor and private banking. Bill received his certification in 1990. Bill has served as an instructor in the multiple courses in the Certified Financial Planner™ certification program of study as well as review courses for the certification examination since 1998. He also has served on the Board of Directors of several community based non-profit organizations, as a mentor in the Take Stock in Children program, and serves as the treasurer of his local church. Bill is a member of the Financial Planning Association and the Estate Planning Council of Naples. He and his wife, Leslie, are residents of Naples and have four children and two grandchildren.

Jane W. Barton, MTS, MASM, CSA is a passionate speaker, writer, and listener. Jane is the founder of Cardinal, LLC, a consulting firm that provides educational programs to assist people in confronting the daunting challenges posed by aging, serious illness and disability. Jane is well-versed in the areas of grief and bereavement, caregiving, hospice and palliative care, change and transition, and spirituality and health. She presents innovative, transformational programs to community members, healthcare providers, pastoral caregivers, clergy, funeral service providers, and national audiences to improve the experience of people and families challenged by serious, advanced, or terminal illnesses. Previously, Jane served as Director of Education for a hospice and palliative care institute. She has also served as a hospice chaplain. Jane is a certified Spiritual Director as well as a Certified Senior Advisor. In a former life, she worked as a financial services representative and an exploration petroleum geologist and manager.

Susan Meinzainowski PhD, is the President of Eldercare Resources, a geriatric care management company that specializes in eldercare and case management services. Over a period of more than 25 years, Dr. McCabe has assisted hundreds of families with planning in the areas of eldercare and long term care planning. Jim has served on the Board of The Financial Planning Association in Phoenix, AZ. He has worked extensively with professionals in the areas of estate planning, elder law and health care. Dr. McCabe holds Masters Degrees from the University of Hawaii in Social Work and Public Health, and earned his PhD at the University of California, Berkeley. He is a frequent contributor to the Journal of Practical Estate Planning.

The CSA Course will be held at the Four Points by Sheraton Charlotte - Pineville. Following the at-home study program, the optional live class review will be held over the first 3 days of class. The CSA certification exam is taken on the morning of the fourth day. For more details on the course curriculum and comprehensive study materials, please visit Working with Seniors.

Professionals that take the time to earn their CSA designation know what a valuable investment the course is to both their professional and personal lives. SCSA is always striving to improve the course itself and the benefits associated with being a CSA so that new students and CSAs will have the same enthusiasm and regard for the certification as SCSA's current membership.

Taking the steps to earn the CSA designation is about much more than taking a class and passing a test. Learn more about what it means to be a CSA through our newest guide Now That You're a CSA

About SCSA

SCSA educates and certifies professionals to work more effectively with their senior clients. As the leading provider of certification for professionals serving seniors, SCSA's Certified Senior Advisor (CSA)® credential requires CSAs to uphold the highest ethical standards for the benefit and protection of the health and welfare of seniors. Accredited by the National Commission for Certifying Agencies, the CSA credential is the gold standard for professionals in all areas who work with the senior population. Through a comprehensive educational program, SCSA helps professionals understand the key health, social and financial issues that are important to the majority of seniors.

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