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Online Elder Planning Specialist Training

Our online educational series “Become an Elder Planning Specialist” will be released in the fall. To be notified when the program launches, please click the blue button below.

Sponsorship Info: For information on becoming a Sponsor of the CEPS workshop click here.

Plan4Life would like to thank the following Workshop Sponsor…                                                                   

Daniel Mudd
Market Sales Manager
Bronze Sponsor


Elder Planning Specialist Online Training Curriculum

Session One
-Introduction
-Understanding the Aging Process

Session Two
-The Caregiver’s Role (Case Studies)
-Care Options (Aging at Home vs. other options)
-Post Retirement Risks
-Guest Lecturer Anna Rappaport, former President of the Society of Actuaries

Session Three
-Legal Issues of Aging
-Guest Lecturer Attorney Harry Margolis, Fellow National Academy of Elder Law Attorneys

Session Four
-The Costs of Long Term Care and Long Term Care Insurance
-Guest Lecturer Carroll Golden, CFP, CLU, ChFC Executive Director LECP Center NAIFA

Session Five
-Social Security and Medicare Planning
-Guest Lecturer Marcia Mantell, designated National Social Security Advisor

Session Six
-Dealing with Diminished Capacity
-Protecting Clients from Elder Abuse
-End of Life Planning
-Guest Lecturer Paul Malley, President Aging With Dignity, creator of Five Wishes

Session Seven
-Facilitating Communication Between Generations
-Legacy Planning
-Structuring and Conducting the Family Meeting

Session Eight
-The Elder Planning Process Package
-Building an Elder Care Team
-Concluding Comments