Speaker
Amy Bryant

Session Details

CSAs and Guardianship - What You Should Know

Aging Trends

Date: Sunday, August 24, 2025
Time: 1:55 pm

Guardianship of seniors can be a controversial topic, but it’s undeniable that the need for guardianship exists. The National Guardianship Association has developed Standards of Practice and Ethical Principles to guide professional and family guardians to make the best decisions for people in their care.

A good guardian:

• Treats the person under guardianship with dignity.
• Involves the person in all decision-making, to the greatest extent possible.
• Places the least restrictive options on the person’s freedom and rights.
• Maximizes the self-reliance, dignity, and independence of the person.
• Respects that the money and property being managed belong to the person.
• Adheres to the highest professional standards and ethical principles defined by the state and the National Guardianship Association.

Learn how CSAs and guardians can work together to ensure the most independence for a person with a guardian, and what to look for if your client needs a guardian.

Learning Objectives – at the end of this session, attendees will:

1. Be able to identify best practices for guardians.
2. Be able to understand the laws and guardianship standards of practice used to inform good guardianship practices.
3. Have knowledge of how Certified Senior Advisors and guardians can work together for the best outcome for the individual.