The Finance & Insurance Track
Here are a few things you can expect to learn from the Finance & Insurance track at the CSA Conference.
You will be able to...
Identify at risk clients & facilitate family conversations to protect against abuse.
Session
Working with Clients Confronting Diminished Capacity
Understand the impact of taxes on Traditional IRAs.
Session
Should You Recommend Roth Conversions?
Understand three facts about Medicare Advantage plans before deciding to enroll.
Session
Medicare in 2024: Promises vs. Reality
Understand the current economic and demographic profile of aging in America.
Session
SPONSORED SESSION: Economics, Demographics and Politics Impacting the NEW Retirement
Understand the role of home equity conversion mortgages with today’s seniors.
Session
SPONSORED SESSION: Winning in Retirement | How $12 Trillion is Being Utilized to Improve Retirement in America
Apply tried and true processes for your business to better serve the modern consumer.
Session
Process with Purpose - Increasing your Quality of Life by Becoming a Better Advisor
Identify the latest trends & dynamics in the senior care market.
Session
The Unaddressed Aging Chasm: When Does Retirement Planning End & Senior Care Planning Begin?
Better serve existing clients and attract new clients with longevity care planning.
Session
SPONSORED SESSION: Mom Fell Again™ - Financial Survival for Families in the Grip of Dementia
Recognize the critical components in navigating Medicare.
Session
Managing Medicare Options
Improve your understanding of the language of trusts.
Session
Working with Senior Caregiving Trusts and Trustees
Understand the secondary market for life insurance and the trends contributing to its growth.
Session
The Secondary Market for Life Insurance: Current Trends, New Applications
Understand the impact of taxes on inherited retirement accounts.
Session
Should You Recommend Roth Conversions?
The 2024 CSA Conference will feature three key session tracks: Finance & Insurance, Health Care & Home Care, and Aging Trends. Visit all three to discover what you will learn at this year's CSA Conference!
Have You Registered?
SCSA will be heading to Phoenix, Arizona, August 26-28, 2024 for the 9th Annual CSA Conference at The Wigwam Resort. Visit the 2024 Conference Website for all the details. We hope you will join us!