CD - ECS

Elder Care Specialist® (ECS) Credential

This credential recognizes accounting and taxation professionals who have a thorough knowledge of:

      • Preparing their clients for retirement;

      • Essentials of estate and trust planning;

      • Financial planning for the elderly; and

      • Applying customer sensitivity and communications skills.


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Securities offered through J.W. Cole Financial, Inc. Member NASD/SIPC Advisory Services offered through Jonathan Roberts Advisory Group, Inc. 3550 Buschwood Park Drive, #135 • Tampa, FL 33618 (813) 935-6776 • (813) 935-6775 FAX