Elder Planning Task Force

The Elder Planning Task Force works to identify particular services, issues and concerns for CPAs as they provide personal financial planning services to their older clients and their children. The development of resources resources to support this includes items such as:

Development in the profession of an awareness of the opportunities in elder planning
Development of practical guidance through training materials and publications
Definition and dissemination of best practices criteria to CPAs
Communication and education efforts aimed at the profession
Communication, education and marketing/public relations efforts aimed at the public
Communication and marketing/public relations efforts aimed at the media, opinion leaders, influencers, and decision makers in the geriatric care arena.

Ted Sarenski Chair	Blue Ocean Strategic Capital, LLC Syracuse, NY
Ralph Rolfe	Covenant Financial Concepts Kettering, OH
Michael David Schulman	Schulman Company, CPA, P.C. New York, NY
Jim Sullivan	Core Capital Solutions, LLC Naperville, IL
Reina Schlager	Schlager, Sonntag & Levin Fort Meyer, FL
Diane Odom	Woodbury Financial Services Columbia, SC
Karen Duggan	CICA Staff Liaison Toronto, CA
Kelly G. Lohn	CICA Volunteer Liaison Vancouver, BC, Canada

Join a committee

A A A

Print Page

Get a free version of Adobe Acrobat Reader