Future Financial Images
Helping keep financial futures secure since 1976
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