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/
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Congratulations to Justus Morgan on earning the RICP® designation!
Candidates for the RICP designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exams. They must also have three years of experience, meet stringent ethics requirements, and participate in The College’s continuing education program.
The RICP educational curricula is the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. The rigorous three-course credential helps advisors master retirement income planning, a key focus area not fully covered in other professional designation programs. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP provides a wealth of practical information for advisors.
Using the most current techniques, RICP’s identify retirement income needs and objectives and evaluate a client’s current situation relative to those goals. Individuals who earn a RICP can provide expert advice on a broad range of retirement topics including income needs and objectives, estate issues and other risks to the retirement income planning, Social Security, health insurance and housing decisions, and income taxation.
The American College is the nation’s largest non-profit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and others for over 86 years. The American College’s faculty represents some of the financial services industry’s foremost thought leaders. For more information, visit TheAmericanCollege.edu