Investing the time to become an Elder Planning Specialist has a number benefits including:

•  The ability to display the “CEPS” professional designation (subject to meeting attendance & testing requirements).
• Earning 10 hours towards the CFP’s Continuing Education Requirement
• Increased ability to maintain AUM when inheritance is passed from the client to their heirs
• Knowing how to proactively create a relationship & engage with the client’s family
• Differentiation from other planners who are not versed in the aging process
• Ability to recognize when clients begin to suffer from diminished capacity
• Learning how to conduct Family Meetings and lead difficult end of life conversations
• Understanding the costs of long term care and adjusting the investment approach to cover them
• A method for centralizing critical documents prior to the occurrence of a medical emergency
• Strategies to create a trusted network of professional that will help grow your business
• In addition to the benefits listed above, becoming a CEPS also includes the opportunity to join Pioneer Mastermind for only $19.99/month, which includes:
  · Regularly Scheduled Conference Calls to discuss client issues
  · Ongoing Tips & Strategies to better serve aging clients
  · Interactive private Facebook Community
  · Access to thought leaders in the financial planning industry
  · Monthly webinars highlighting best practices, new concepts, industry updates
  · Virtual networking and growing your network of trusted advisors