Tax Planning for Aging Adults

Monday, December 1, 2014 with Beanna Whitlock at 2:00 PM EST, 1:00 PM CST, 12:00 PM MST and 11:00 AM PST

This webinar will review tax changes for 2014 and planning tools to assist older taxpayers to reduce their federal income tax. Social Security taxability in relation to other income will be addressed and planning to assist taxpayers to utilize tax brackets to minimize taxes will be discussed.  What taxpayers can do NOW will affect April 15th.  Do not miss this webinar presented by subject matter expert Beanna Whitlock!

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Living a Life of Intention and Meaning: The Addition of Ethical Wills/Legacy Letters to the CSA’s Toolbox

Thursday, January 15, 2015 with Dr. Barry K. Baines at 2:00 PM EST, 1:00 PM CST, 12:00 PM MST and 11:00 AM PST

In this highly interactive webinar, you will be introduced (at a professional and personal level) to the concept of Ethical Wills/Legacy Letters, a vehicle to record and share values, beliefs, faith, life lessons, hopes and dreams, gratitude, love and forgiveness with family, friends, and community.  You will have an opportunity to experience and participate in two activities to begin the process of creating your own ethical will. Data on how creating an Ethical Will/Legacy Letter improves quality of life will be reviewed. Options for incorporating the addition of Ethical Will/Legacy Letter services within the CSAs practice will be presented.

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