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

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

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