Justus Morgan is once again teaching Retirement Planning Today hosted at UW-Parkside for those age 50-70. Read more and register.Continue reading
Fun way to learn more about Racine history! No cost to clients and guests. Sign up today!Continue reading
Check out our opening for an associate financial planner/advisor.Continue reading
A special shout out to our friends at Careers Industries for the beautiful work on our 2018 holiday cards!Continue reading
Congratulations to Justin Moilanen on earning his Retirement Income Certified Professional® designation from The American College.Continue reading
Giving back to our local community has always been important to us. We’re expanding our Charity Referral Program to include Veterans Outreach of Wisconsin and Hospice Alliance.Continue reading
We’re collecting items for the Veterans Outreach of Wisconsin. Check out the list of needed items!Continue reading
Area seniors now have a new resource to assist them in the aging process. Michael Haubrich recently completed a comprehensive course through the Society of Certified Senior Advisors® (SCSA) and has earned the certification of Certified Senior Advisor (CSA)®. The CSA designation in conjunction with more than 30 years of experience in financial planning means that seniors and their families have a resource they can rely on to meet their needs as they age beyond retirement.
There is an explosive growth in the senior population. People are living longer, which means the need for skilled professionals able to serve the senior population is also growing. This demographic shift requires an educated response in how professionals work with seniors and a greater ability to address the challenges and opportunities seniors face. The need for educated professionals able to cater to the unique health, social and financial needs of seniors grows as the Baby Boomers reach retirement age, and improvements in healthcare allow people to live longer.
As a Certified Senior Advisor, Mke has received the education and training that compliments his professional skills to better serve the growing senior demographic. In order to maintain the CSA certification, Mike is required to participate in continuing education to ensure he is well educated on the changes and updates that affect the aging population. CSA certificants are also required to demonstrate a commitment to high standards, continuing education, professional ethics, and trust. This sets the CSA credential holder apart from other practitioners working with older adults.
The CSA certification and education programs are developed through a rigorous practice analysis/research study involving hundreds of professionals who work with the older adults from the academic community, industry practitioners, regulators, business and non-governmental organizations. Dually accredited by the American National Standards Institute (ANSI) and the National Commission for Certifying Agencies (NCCA), the CSA credential applies to professionals in all areas of the aging industry. SCSA is committed to maintaining the high standards of ANSI and NCAA accreditation by continually improving its certification and education programs.
The Society of Certified Senior Advisors (SCSA) certifies professionals who work with seniors. The Certified Senior Advisor (CSA)® credential applies to professionals who are able to demonstrate their competence and knowledge of working with older adults into their professional practices. By creating a network of qualified professionals, SCSA strives to create a strong and safe environment for seniors and those working with them.
For more information about the Society for Certified Senior Advisors (SCSA), please visit https://www.csa.us/
Justin Moilanen has completed the rigorous credentialing standards to earn his CERTIFIED FINANCIAL PLANNER™ designation from the CFP Board.Continue reading
The FSG team has grown. Read more about Associate Financial Planner, Brittany Komorowski.Continue reading