Elder Planning Specialist Program

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 agewave 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 nine 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 September 21, 2020.

Session #1: Sept. 21 - Sept. 27 Understanding the Aging Process
Session #2 Sept 28 – Oct. 4 The Caregiver’s Role, Research Old Old
Session #3 Oct. 5 – Oct. 11 Legal Issues of Aging
Session #4 Oct. 12 – Oct. 18 Long Term Care and Long Term Care Insurance
Session #5 Oct. 19 – Oct. 25 Social Security and Medicare Planning
Session #6 Oct. 26 – Nov. 1 Diminished Capacity, Elder Abuse, End of Life Plans
Session #7 Nov. 2 – Nov. 8 Structuring and Conducting the Family Meeting
Session #8 Nov. 9 – Nov. 15 Developing a Marketing Plan
Session #9 Nov. 16 – Nov. 22 Building an Elder Planning Team, Conclusions

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


Tuition: Early Enrollment: $ 1495
Enrollment will close after the first 50 registrations.

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

Are you a company registering more than one participant? If so, below are the promo codes available. They are valid now through September 14, 2020.

for Zoom round table participants

Elder Planning Zoom$95 off

2-10 registrations

Elder Planning 10%
10% off

11-25 registrations

Elder Planning 15%
15% off

26-50 registrations

Elder Planning 25%
25% off

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

Instructors & Speakers