A 3-Part Elder Care Seminar Series for Tax & Accounting Professionals
Level 1-Preparing You and Your Clients for Retirement
Level 2-The Essentials of Estate and Trust Planning
Level 3-The World of Financial Planning/Elder Care Hot Topics
Click here for Level 1-3 Descriptions
Your role is changing beyond tax and accounting services. Your clients will look to you as a trusted advisor on wealth management, asset protection and elder care issues.
Be Proactive...Be Progressive...Be Prepared
Serving Aging America delivers practical and proven tools and information you need to protect your clients with aging parents and your senior clients' life assets.
2011 Serving Aging America Schedule
Date Program Offered Location
June 6-7, 2011 Serving Aging America, Level 1 Albany, NY
June 8-9, 2011 Serving Aging America, Level 1 Saddlebrook, NJ
June 16-17, 2011 Serving Aging America, Level 1 Sarasota, FL
June 20-21, 2011 Serving Aging America, Level 1 Las Vegas, NV
June 22-23, 2011 Serving Aging America, Level 2 Las Vegas, NV
June 24, 2011 Serving Aging Amerca, Level 3 Las Vegas, NV
August 2-3, 2011 Serving Aging America, Level 1 Elk River, MN
August 4, 2011 Serving Aging America, Beyond the Basics Elk River, MN
October 20-21, 2011 Serving Aging America, Level 2 Denver, CO
October 25-26, 2011 Serving Aging America, Level 2 Elk River, MN
October 27, 2011 Serving Aging America, Level 3 Elk River, MN
Register to take the ARA Exam
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The ARA Accredited Retirement Advisor® is ACAT’s trademarked credential for practitioners who have a thorough knowledge and expertise in perparing clients for retirement; financial aspects of aging, estate and trust planning; financial planning, challenges and choices; and government assistance programs and who have demonstrated customer sensitivity and communications skills.