CASL Designation (Chartered Advisor for Senior Living)
A CASL can provide guidance and assistance
on a broad range of financial and senior lifestyle
topics including:
- Saving for retirement
- Structuring distributions from pensions,
401(k)s, 403(b)s, IRAs, and Social Security
- Planning for health and long-term care needs
- Developing effective estate planning strategies
- Managing life course transitions, family
relationships and living arrangements
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