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A New Certified Senior Advisor Training Course is coming to Seattle, WA
Date:5/14/2013

families challenged by serious, advanced, or terminal illnesses. She has also served as a chaplain and bereavement facilitator, and is expert at distilling complex topics into information that can be applied in everyday life.

David Stitt is Chairman and CEO of EnterAct Software, LLC, a firm dedicated to providing comprehensive financial planning tools and services to professional financial planning firms. David recently retired as the Financial Planning Specialist for the Chicago – Vrablik office of New England Financial, where he provided financial planning expertise and support for 40 representatives. The office was in the top five agencies in the U.S. for financial planning production. Before re-acquiring the Enteract software, David was Principal Technical Analyst for CCH, Inc., a company that provides leading tax and business law information and software solutions. In this role he was responsible for proprietary financial and estate planning software. During David’s 30-year career in the financial services profession, he has served as a licensed tax preparer and consultant and earned the CFP® designation. David speaks nationally on subjects of financial planning and computerization and his writings are published by Prentice Hall in The Expert’s Guide to Managing and Marketing a Successful Financial Planning Practice, R&R Newkirk, and in national trade publications such as Life Insurance Selling. David has also hosted a radio talk show, Money Talks.

The CSA Course will be held at Red Lion Hotel Bellevue. Following the at-home study program, the optional live class review will be held over the first 3 days of class. The CSA certification exam is taken on the morning of the fourth day. For more details on the course curriculum and comprehensive study materials, please visit Working with Seniors. '/>"/>

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