CASL™ Archives - Cornerstone Advisors Asset Management

CASL™ – Chartered Advisor for Senior Living®

Issued by: The American College

Prerequisites/Experience Required: Candidate must meet the following requirements:

Meeting experience requirements for The College’s CLU®, ChFC®, RHU®, REBC®, and CLF® designations, or
Advising clients on financial and/or practical matters relating to their retirement years or on issues dealing with aging for at least three of the five years preceding the awarding of the designation.

Educational Requirements: 5 required courses

Investments
Fundamentals of Estate Planning
Understanding the Older Client
Health & Long-Term Care Financing for Seniors
Financial Decisions for Retirement

Examination Type: Final Proctored Exam for each course

Continuing Education/Experience Requirements: 15 hours every 2 years
More Information: https://www.theamericancollege.edu

Tiffany A. Gilbert
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Tiffany A. Gilbert

Tiffany A. Gilbert

By Meredith Christman|2024-09-12T12:31:59-04:00September 28, 2023|

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services are offered through Cornerstone Advisors Asset Management, LLC. Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, LLC are independently owned and operated. Cornerstone Institutional Investors, LLC is a member of M Financial Group. Please go to mfin.com/Disclosure for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA’s BrokerCheck

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

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This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. 6002666.1