Free Resources
You have questions. We have answers!
Take advantage of our library of information on issues affecting older adults, available to the public. We offer this vast array of free resources to help professionals working in the senior market as well as seniors themselves find greater success.
Don’t see the information you need? Contact us at society@csa.us and we’ll get it for you!
Success in the Senior Market
9 to Thrive: Nine Ways You Never Thought of for Success in the Senior Market
by Ed Pittock
Myths and methods of marketing to seniors, including how to make your communication clearer, using age-appropriate approaches and the value of volunteering.
16 Great Things You Can Do for Seniors
by Ed Pittock
Creative ideas for how you can be more helpful, useful and beneficial to seniors
Trust Me
by Ed Pittock
Article on how you create and measure customer trust
Is Living Longer More Than We Bargained for? America’s Crisis in Aging
by Ed Pittock
How the exploding population of seniors demands a conscious and collaborative response to plan for the health, financial & social implications of an older population.
CSA Verifier
Want to verify that the professional you are working with is a CSA?
Health
Overview of Medicare Webinar
Want to know more about: the differences among Medicare Parts A, B, C and D; the distinction between open enrollment, annual enrollment and special enrollment; the new 2010 Medicare changes to premiums, deductibles, and co-payments?
Care Management Techniques You Can Use PDF
Care coordination techniques and ideas so you can develop an organized course of action to help you be a more capable caregiver
Caregiver Stress Test
Test to help you recognize changing stress levels so you can address them before feeling too overwhelmed
Guide to Social Work and Health Related Industry Standards
Guide to help you understand the definitions and requirements for designated professionals in the Social Work and Health Related Industries.
If You Have Alzheimer's Disease, What You Should Know, What You Should Do
Handout on early stage Alzheimer’s provided by the Alzheimer’s Association
Alzheimer's Facts and Figures 2009
This report provides U.S. statistics related to Alzheimer's and other dementias, definitions of dementia types and a summary of current knowledge about Alzheimer's. Provided by the Alzheimer’s Association
The Year in Alzheimer's Science 2008
This report explores the many discoveries made by scientists across the globe in helping scientists understand how the disease develops and progresses. Provided by the Alzheimer’s Association
Medicare and Medicaid Costs for People with Alzheimer's
Summary provided by the Alzheimer’s Association
Financial
Elder Investment Fraud and Financial Exploitation
Patient Brochure provided by the Baylor College of Medicine’s Texas Consortium Geriatric Education Center.
Elder Investment Fraud and Financial Exploitation
Pocket Guide provided by the Baylor College of Medicine’s Texas Consortium Geriatric Education Center.
Steps to Wise Investing video
Presented by Ray Ferrara, CFP. Short video explaining tips to ensure you are making smart financial investment decisions. Short excerpt from the CSA course.
Guide to Financial Industry Standards
Guide to help you understand the definitions and requirements for designated professionals in the Financial Industry.
FAQs about Reverse Mortgages
Answers to common questions about reverse mortgages to support the continued evolution of reverse mortgages as an important financial option for senior homeowners while educating consumers and lenders about the varied applications of this type of loan. Provided by National Reverse Mortgage Lenders Association, a non-profit organization out of Washington D.C.
Long Term Care
Home Care & Home Healthcare Provider Assessment
Guide to help you ask the right questions when interviewing a home care or home healthcare provider
Long-Term Care Conversation Checklist
Hints on how to begin the conversation about housing options with your loved ones
Having the Conversation about Long-Term Care PDF
Guide on how to make the challenging conversation – and decision – about long-term care easier
Senior Housing
How to Tour a Nursing Home
Guidelines on what to look for when visiting nursing homes
Senior Housing - What You Need to Know Booklet
Guide on what you need to know to find the right senior housing option for you. Provided by the National Academy of Elder Law Attorneys & SNAPforSeniors.
Assisted Living Administrative Worksheet
Guide to help you ask the right questions when speaking to the community relations or management staff at an assisted living community you are considering
Assisted Living Cost Worksheet
Worksheet to help you estimate your costs for an assisted living community
Assisted Living Tour Checklist
Guide to help you analyze an assisted living community when you take a tour
Senior Housing Selection Tool
Chart to help you determine what senior housing and level of care options might be most appropriate for you
Other
Transitioning Roles from Parent to Adult Child – Adapting to a Reversed Way of Life
A handout on the challenges of reversing the role between parent and child.
Guide to Making Your Website Senior Friendly:
A research based guide to help you create websites that work well for older adults.
Provided by the National Institute on Aging and the National Library of Medicine
Tips for Finding Organizations that Serve Seniors
Helpful ideas and resources for opportunities to volunteer with seniors
How to use the CSA Senior Service Finder
Guide to help you navigate and use the CSA Senior Service Finder
Social
Media Alert from the International Longevity Center-USA by Khristine Rogers, CSA
Download this presentation on the challenges and advantages for seniors who opt to relocate to senior living communities.
"ROP" Pension Maximization by William Devereaux, CSA
Editorial article – Retirement Option Planning – Pension Maximization. The most sophisticated software in the industry for individuals retiring with pension benefits.
Aging Should be a Continuing Adventure by Jean Cherni, CSA
Editorial article – be open to new possibilities, take the road less traveled.
Are You Dating Yourself By the Way You Act? by Jean Cherni, CSA
Editorial article – How not to act old & other humorous lessons
Sometimes Flowers and Candy Aren't Enough by Jean Cherni, CSA
Editorial article – Apology letters for $7.99 and what really counts
This Winter is Getting Under My Skin by Jean Cherni
Editorial article – Under my skin: recorded customer service, rude drivers & more