Thomas A. Rogers,
CIM, FCSI, CFP, EPC
Financial Advisor for
Your Monetary Affairs
E P C
Elder Planning Counselor
 
 

Thomas A.Rogers, CIM, FCSI, CFP, EPC

Understanding Elders' Needs,
their
Challenges and Fulfillments

An Added Dimension For the most part my clients are Elders. While they do face the challenges of aging, they also enjoy the fulfillment of experiencing a healthy active life contributing their seasoned perspectives to rewarding endeavours for themselves and others. To better appreciate their values and needs I have followed the curriculum leading to the designation of "Elder Planning Counselor" (EPC). With this added dimension to my qualifications my service to Elders can be more complete.
 
The Curriculum for the EPC designation:-
  1 Situation Critical – Our population is aging!
  2 Principles, Progression & the Effects of Aging
  3 How Society Deals With the Social Aspects of Aging
  4 Alzheimer’s Disease & Dementias
  5 Understanding Chronic Conditions In Elders
  6 Caregiving in Canada
  7 Social Security Programs for Elders
  8 Marketing to Elders
  9 Communicating With Elders
  10 Housing options For Elders
  11 Medicare for Canada’s Elder’s
  12 Elders and Fraud Abuse
  13 Ethics and Marketing to Elders
  14 Elder Nutrition and Fitness
  15 Long Term Care Issues for the Elder
  16 End of Life planning Issues for the Elder
  17 Funeral Planning
  18 Bereavement – Grief and the Healing Process
  19 Financial Planning Basics for Elders
  20 Funds & Retirement Choices for Elders
  21 Estate Planning Concepts for the Elder
  22 Income Tax Planning Considerations for the Elder
  23 Contrasts between American and Canadian Issues for an EPC
  24 Putting It All Into Perspective!