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With breakout session speakers like these,
you'll laugh. You'll cry. You'll learn.
You'll come away motivated to make a difference.
CLICK HERE to register now.
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Larry D.
Armstrong
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The founder of the Active Living Home® certification program, Larry D. Armstrong, CSA, works with
builders across the country to make independent living for seniors in their own home a reality. He
coaches homebuilders on meeting the needs of the senior market by incorporating design elements for
aging into their homes. The "Power Housing for Seniors" session is an introduction to this progressive
field and includes everything you need to know about empowering seniors in their own homes.
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Bill
Beckwith
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As a high school student, Bill E. Beckwith was assigned the task of memorizing a speech from MacBeth
and reciting it to his class. The experience so horrified him that he has made it his life's work to understand
the human memory and help others tap the power of memory. Forty years later, he is still at it, writing
books, teaching at the university level, and leading seminars. At the Summit 2007, let him tell you about
the impacts aging has on memory and how to help your clients improve and maintain their memories as
they age. He will also show you how to get the most from your own memory so that you can have the
same results. He holds an MA in experimental psychology and a PhD in clinical psychology.
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Dennis
Blitz
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Learn how to maximize investor returns using self-directed IRAs from the founder of Dearborn Financial
Publishing, Dennis Blitz. Independent investor, writer and public speaker on the topic of investments,
Mr. Blitz doesn't offer or sell investment products and that puts him in the position to "say what he
thinks" about investment options facing today's investor. With a 30-year career focused on the
development of educational materials exclusively for investment industry professionals, no one is better
qualified to talk about investment options. This is truly a unique opportunity to learn from a leading
expert about self-directed IRAs
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Joseph P.
Borg
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When it comes to securities fraud, Joseph P. Borg is a bulldog. As director of the Alabama Securities
Commission since 1994, he's earned a reputation as a man who will not back down in the pursuit of justice.
He has testified before Congress, established task forces to investigate major Wall Street firms, and
lobbied for tougher punishment of white-collar criminals. Mr. Borg is president of the North American
Securities Administration and is currently a delegate to a United Nations group studying idenity fraud.
Learn the regulator's concerns about the sale of financial products to seniors.
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Norm
Bouchard
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If you have an important message to tell people but struggle with the delivery, you've come to the right
place. Norm Bouchard BA, MDiv, CSA, is the expert not to be missed. In "Power Talks: The Art of
Incredible Presentations," he will tell you and show you how to win over an audience and deliver a
memorable presentation. As vice president of SCSA, he has always been among SCSA's most popular,
sought-after and dynamic speakers. His unique blend of humor, story telling and music brings an intensity
of feeling to the audience that imparts a clear message through a memorable experience that you too can
create for your audience.
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Bill
Comfort
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Bill Comfort CSA, CLTC, is one of the nation's foremost authorities on long-term care and long-term care
insurance. This former radio and television reporter and owner of Comfort Assurance Group LLC, a
long-term care insurance agency based in St. Louis, Missouri, has personally trained more than 4,500
insurance agents, CPAs, financial planners, and attorneys on the nuances of long-term care. He shares
his extensive knowledge and addresses the important issues of "The Ethical Sale of Long-Term Care
Insurance."
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Dr. Amy
D'Aprix
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As the founder and president of The Caregivers' Coach and a frequent contributor to the CSA Journal,
Amy D'Aprix, PhD, MSW, BSW, CSA, shares her more than 20 years of professional experience in
"The Powerful Journey of Caregiving." She is a welcome speaker at corporations and professional
organizations on the topics of caregiving and aging, has published several articles on these topics, and is
currently coauthoring a book on caregiving for the aging.
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John
Heckman
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Still passionate and as strong as ever at 98, John Heckman, CSA, is one of the speakers at the Opening
Ceremony this year. We all want to live a long and healthy life and who better to tell us how it's done
than someone who is still in the professional circuit at 98? Learn about living life to the fullest from this
entertaining and vibrant speaker. John delivers his message with humor, a contagious enthusiasm and his
own extraordinary perspective and insight. You'll enjoy his unique outlook on life and livelihood.
Guaranteed to be one of the highlights of the conference!
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Kerry
Johnson
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Kerry Johnson, PhD, is deemed to be 'America's best business psychologist.' This year he challenges
you to reach your peak performance and shares with you "How to Increase Your Business by 80% in
8 Weeks!" Not all peak sales producers know how they do it, but Kerry Johnson does, and he lets
you in on the secrets in this revealing how to session. Take the challenge from the author of
Mastering the Game: The Human Edge in Sales and Marketing and Sales Magic and learn
how to become one of those top sales producers!
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Rhonda
Latreille
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One of the most forceful speakers in the areas of criminal justice, victim services and crime prevention,
Rhonda Latreille, BA, MBA, CSA, brings her considerable knowledge and experience to the serious
topic of "How to Recognize Abuse of Older Adults, and What to Do about it". Her extensive background
in this subject will shed light on the issue of abuse and the measures that must be taken to eliminate
it. As president and co-founder of the Canadian Academy of Senior Advisors, Inc., she is responsible
for introducing a number of new initiatives in the justice, financial, and health diciplines. She has
consulted and trained in both the public and private sectors for the past twenty years.
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Barry
LaValley
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Barry LaValley's session, "Reframing Retirement, Providing Relevant Councel," will give you the six key
factors to retirement success — only one of which is financial security. As founder and president of the
Retirement Lifestyle Center, he has made a career out of studying retirement and providing wise counsel
on the subject. As the co-author of Your Clients for Life — The Definite Guide to the Life
Planning Approach for Advisors, he will teach you how to help your clients achieve happy, secure
retirements and how you must educate your clients on the misconceptions of both retirement and getting
older. Don't miss this important and informative session from one of our Canadian CSA faculty members.
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Ronald
Martin
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"Pain Among Seniors with and without Dementia" is the expertise of Ronald R. Martin, PhD, RD, An
assistant professor of psychology at the University of Regina, he is known for his research on the
treatment of pain among seniors. His compassion and insight will direct you in helping your clients
dealing with pain get the treatment they need and deserve. Let him enlighten you on the challenging
tasks of managing the physical and mental health needs of older adults. Dr. Martin's research,
articles and book contributions have made him a highly respected speaker both nationally and
internationally. For your clients' sake, don't miss this session!
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Rick
Moody
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The head of academic affairs for AARP and an expert on the subject of "The Ethical Path of Working
with Seniors", Rick Moody, PhD, takes on the task of discussing adult protective services, long-term-care
placement, autonomy and mental capacity, end of life decision-making and cross-cultural ethnic
differences. Often difficult subjects facing today's advisors, Dr. Moody makes sense of this multifaceted
topic. Get the best advice in the industry on ethics and communication barriers.
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Linda
Sekely
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Attorney, radio host and author, Linda Sekely, brings 24 years of practical experience to the table in her
session "Am I Still in the Will? The Ins and Outs of Estate Planning." She has written five books on the
subject of tax and estate planning including What Do I Do When...? Estate & Financial Plans for Life.
She hosts a syndicated weekly radio show, Exit Stage Right in which she advises listeners on all
aspects of estate planning. Straightforward and lively, Linda will make sense of the legal issues that
affect seniors today, including advice for helping seniors overcome their reluctance to sign a power of
attorney. There's a bonus! Linda will address the issues of probate and heritage trust and why it is so
wildly popular.
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Donna C.
Sylvester
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"What Matters in the End: Unlocking the Secrets of Death" is the subject Donna C. Sylvester, MSN,
CSA, takes on with sensitivity and consideration. With an extensive healthcare background that includes
military nursing, research and publication, she will guide you through ways to handle this delicate subject
with your clients. From her position as director of nursing for an acute long-term-care hospital and her
service on the medical ethics committee, to her work with seniors facing chronic illness and end-of-life
treatment decisions, she knows what really matters in the end.
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James
Vanden
Bosch
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James Vanden Bosch is the founder of the Silver Images Film Festival. This ongoing annual competition
recognizes quality films and videos from around the world that portray multi-dimensional and life-affirming
images of older adulthood. He has received numerous awards for artistic merit and sensitivity. He is also
founder of Terra Nova Films, Inc., a not-for-profit company specializing in the production and distribution
of documentaries, including MY MOTHER, MY FATHER, which follows the emotional issues involved in
caring for an aging parent. He will be showing the best of award winning videos about "Senior Movie
Stars and Cinema." This session is unique. Don't miss it!
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Beanna
Whitlock
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Beanna Whitlock is the tax pro. As an enrolled agent for more than 25 years, she's seen it all and she's
here to tell you about it in her session "Paying Taxes without Overtaxing Your Senior". Currently serving
as executive director of the National Society of Tax Professionals, she has testified before Congress and
before the Treasury Department. She will enlighten you about tax scams that target seniors, how to help
your clients select tax professionals, and how to deal with the IRS. This informative session will give
you all the tax information that you need.
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