Elder Planning Specialist Program

Your clients are getting older. You need to learn new skills to retain them. The Elder Planning Specialist Program will teach you what you need to know.

One out of three people retiring today will live into their 90’s. The fastest growing age group in this country are the people over the age of 85.

Course Description

This coming age wave will transform how you do business. You will need to learn a whole new set of skills to serve the wealthiest generation in history. Become an Elder Planning Specialist to become a leader in this new field of longevity planners.

The Elder Planning Specialist Training Program is the first program of its kind. It is a ten week online program that deals with all the complex issues that you will face as an advisor to an aging clientele. The program includes:

  • Real life case study format
  • Weekly lectures offered by nationally recognized experts
  • Check lists, scripts, tools, and surveys for each module
  • Marketing Plan to differentiate you from your peers

Students will have reading assignments for each of the modules, followed by opportunities for open and prompted discussions. Completion of the course will require passing the quizzes for each section and a one-hour final exam. Ten hours of CE credits will be available to Certified Financial Planners®.

The course is self paced; however, all requirements for each session must be completed within the one-week time frame.

The course begins on October 25, 2021.

Session #1: Oct 25 – Oct 31 Understanding the Aging Process; The Caregiver’s Role – Annalee Kruger
Session #2: Nov 1 – Nov 7 Diversity and Aging; Post Retirement Risks - Terry Bradford-Crane /Anna Rappaport
Session #3: Nov 8 – Nov 14 Legal Issues of Aging - Harry Margolis
Session #4 Nov 15 – Nov 21 Long Term Care and Long Term Care Insurance - Carroll Golden
Session #5: Nov 22 – Nov 28 Social Security and Medicare Planning - Marcia Mantell
Session #6: Nov 29- Dec 5 Diminished Capacity, Elder Abuse, End of Life Plans - Bob Mauterstock/Paul Malley
Session #7: Dec 6 – Dec 12 Structuring and Conducting the Family Meeting - Bob Mauterstock
Session #8: Dec 13 – Dec 19 Developing a Marketing Plan - Bob Mauterstock                                                                                                     Session #9: Jan 3 – Jan 9 Building an Elder Planning Team, Conclusions - Bob Mauterstock/Annalee Kruger
Session #10: Jan 10 - 16 Creating and Presenting Your Aging Plan – Bob Mauterstock/Annalee Kruger

Open and prompted Class discussions will follow each weekly session. Instructors will offer office hours to provide personal attention.

There will be a graded quiz and graded discussion each week both of which will count for 50% of your grade for that week, and one-tenth of your final grade. There will be a graded final exam that will count for one-tenth of your final grade. You will need a final grade of at least 70% to receive a certificate of completion. 


Tuition: Early Enrollment: $1495 ($1595 after October 18, 2021).
Enrollment will close after the first 50 registrations.

*A portion of the registration will be offered as a contribution to Five Wishes

The course is offered jointly between Salem State University and Plan4Life, LLC

Instructors & Speakers

Anna M. Rappaport, F.S.A., M.A.A.A. is an actuary, consultant, author, and speaker, and is a nationally and internationally recognized expert on the impact of change on retirement systems and workforce issues. 

Robert Powell, CFP®, is the editor and publisher of Retirement Daily on TheStreet. He is also a retirement columnist for USA TODAY, as well as the editor of the Investments and Wealth Institute’s (IWI) Retirement Management Journal.

Carroll Golden is a forward-thinking organizational consultant in the healthcare and insurance marketplace and is recognized by industry peers for her contributions in the extended and  long-term care insurance (LTCI) field.

Harry S. Margolis has been representing seniors, individuals with special needs and their families since 1987.  He has been selected as a Fellow of both the National Academy of Elder Law Attorneys and the American College of Trust & Estate Counsel.

Marcia Mantell is known for “translating” technical economic and investment jargon and complex retirement tax regulations into language that consumers can understand, She has in-depth knowledge of Social Security and Medicare and helps simplify these critical retirement programs.

Paul Malley joined Aging with Dignity in 1998 and was named its President in 2002. In addition to directing Aging with Dignity’s day-to-day activities, Malley also has guided the efforts of several aging advocacy groups to improve policy on advance care planning and patient rights.

Terry Bradford-Crane is a CERTIFIED FINANCIAL PLANNER® and investment advisor with over 20 years of experience associated as a financial advisor (CFM) and registered representative, financial literacy advocate, pro bono planner, guest speaker, or educator.