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CSA Leaders Network

Our mission is to create a strategic network for Certified Senior Advisors (CSAs) that increases professional and public awareness of CSAs, provides resources and education, and promotes the value of the CSA dually accredited credential.

Pennsylvania – Statewide

Welcome to the Pennsylvania Leaders Network!

We bring together CSAs from diverse industries to exchange ideas, hear from guest speakers, explore opportunities for growing our business and referral networks, and to increase our brand as trusted advisors in our markets.

Our meetings take place virtually on the 2nd Tuesday of the month from 1:00-2:00 pm. Please mark your calendar and plan to join us on 11/12, and 12/10. You may join by using the virtual link below.
 

Upcoming Event

Meeting Date: November 12, 2025
Time: 1:00 pm to 2:00 pm ET

Program: Communicating with family members about aging issues (45 min)
Presenter: Heather Winslow-Walker

Parents often say they don’t want to be a burden to children as they age but they don’t always plan and communicate in such a way as to avoid becoming that unanticipated weight. This unintended approach can leave children feeling anxious, unprepared and at risk for unexpected financial commitments, caregiving responsibilities, and family dynamics. This session will equip providers who support aging clients to understand what family members need to proactively communicate, when to communicate, and how to approach these sensitive conversations.
 
Session objectives: At the end of the session, participants will be able to:
·         Identify what aspects of a parent’s aging plan needs to be proactively communicated with family members.
·         Understand ideal timeframes for communicating aging plans among family members.
·         Describe approaches for how a parent or adult child can initiate and maintain conversations with family members about aging plans, issues, or concerns.
 

Virtual Link: https://us06web.zoom.us/j/86497734039?pwd=ecjeb8BnNigaN5DZxrItISbLVhOzNa.1
Virtual Meeting ID: 864 9773 4039
Virtual Meeting Password: CSA

RSVP (Yes Only)
Annette Wilson
annette@alderferauction.com

Group Contact
Annette Wilson
anetnwilson@gmail.com

Group Chair
Jill Marshall
jillmarshall@yoursilverpath.com

Program Chair
Olivia Boswell & Heather Winslow-Walker hwinslowwalker@gmail.com
olivia.boswell@compass.com

Membership Chair
Annette Wilson
annette@alderferauction.com

Web Chair
N/A

Community Outreach/Volunteer
Cheryl Miller
cheryl.miller@compass.com

Continuing Education

In order for you to submit CE Credit, you need the following:

  • Date of Event
  • Program Title
  • Number of CE Credits
  • Credit Type: Leaders Network CE

Previous Events

Previous Event Information for Submitting CSA CE

Not available at this time.

How to Join a Leaders Network

You may want to first visit the group in your area. Check out this list of all CSA Leaders Network Groups to see if there is a group in your area and RSVP to attend a meeting or event. You are welcome as a guest, but if you want to join it is generally free or at a very low cost.

If there is not a group in your area and you want to explore how to get one started, contact SCSA at 800.653.1785 or fill out our Information Request Form.