MICON Financial Services

Description

This information may be collected from a variety of sources, including: 1. Information from our data gathering questionnaire 2. Information we receive from you on applications, such as your name, address, phone number, and personal and financial information. Parties to Whom We Disclose Information For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice without your permission.

Maintaining Customer Information We strive to maintain information about our customers that is accurate, complete and current. We have established procedures to respond to customer requests to correct any inaccurate or incomplete information in a timely and responsible manner.

What is the Society of Certified Senior Advisors™? The Society of Certified Senior Advisors is the world's largest membership organization educating and certifying professionals who serve seniors. The Society was founded in 1997 with the input of doctors, attorneys, gerontologists, accountants, financial planners, and other experts who believed there was a need for standardized education for professionals who work with seniors. The Society requires its members to take continuing education emphasizing ethics and volunteer service to seniors.

A geriatric care manager is a health and human services professional, such as a gerontologist, nurse, social worker, or psychologist with a specialized focus on issues related to aging and elder care. Geriatric care managers work privately with older adults and their families to create a plan of care that meets the needs of the older adult. They will meet with you to help you understand your loved one's needs and to learn what resources and options are available to meet those needs.

When you work with a professional who has added the CSA designation to his or her achievements, you know you're working with someone who has invested time and effort in learning about the things that are important to you. CSAs become CSAs because they want to learn more about the health, financial, and social aspects of being 55 or older. They have made specific efforts to earn your trust.

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