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certification available through a correspondence course
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SOCSA Faculty

Meet some of the faculty behind our world-class senior advice

Norm Bouchard, B.A., philosophy, Master of Divinity, Pastoral Care Degree, CSA
A much sought after motivational speaker, Norm is a lifestyle humorist. He is entertaining and informative, using the human condition as the focus of his message. His teaching style enables people to closely examine their assumptions about what they know. His unique blend of humor, story telling and music brings an intensity of feeling to the audience that implants a clear message through a memorable experience. He integrates senior lifestyle issues with an expression of their spiritual and ethical needs. Norm has worked with some of the top 500 Fortune companies and groups such as the Home Care Association of Colorado, Weight Watchers, National Association of Hospital Volunteers, Nole Pharmaceuticals, Blue Cross and Blue Shield, National Association of County Treasurers, US West, MCI, National Association of Hospital Volunteers, National Home Care Association, Prudential, National Association of Insurance and Financial Advisors, and Hospice. He is an adjunct faculty member for University of Northern Colorado. Norm presently serves as Vice President of the Society of Certified Senior Advisors and teaches on the national faculty.

V. Raymond Ferrara, CFP
Ray Ferrara is a Certified Financial Planner with more than 32 years in the financial service industry. He is currently the President and CEO of ProVise Management Group, Inc. ProVise Management Group, Inc. was established in 1986 and has received such prestigious awards as Small Business of the Year for the year 2001 from Clearwater Regional Chamber of Commerce. Ray speaks to civic and professional organizations throughout the United States and in Europe. For 10 years, he hosted a radio show called Talking Money. Ray also creates articles, video and cassette tapes and seminars on a variety of financial topics.

George Kerin, B.A., MSW, CSA
George Kerin is a national presenter for Society of Certified Senior Advisors and teaches in the Geriatric Certification Program offered at the University of Denver. A graduate of Notre Dame and the University of Denver, he spent a 31-year career at Fort Logan Mental Health Center in Denver where he served as division chief of both the geriatric and the children and adolescent divisions. He is a consultant and trainer in many areas of mental health, including gerontology and forensics. George is president of the Mental Health Section of the Colorado Gerontological Society, chairman of the Professional Standards Review Organization Long-Term Care Steering Committee and the Colorado representative to the Mental Health Services to the Aging Association.

Edwin J. Pittock, CSAEdwin J. Pittock, CSA
A Nationally recognized speaker on senior demographics and marketing to seniors, Pittock serves as President of SOCSA. Prior to founding SOCSA, Pittock served as president of a senior benefit association that provided services and discounts on products that benefited older adults.

Donna Sylvester, CSA, B.S.N., M.S.N.
Donna Sylvester has an extensive healthcare background that includes military nursing, research and publication. As director of nursing for an acute long term care hospital, she served on the medical ethics committee and worked with seniors facing chronic illness and end of life treatment decisions.
Donna served as director of education for Society of Certified Senior Advisors where she continues to teach and write for the quarterly journal and Senior Spirit newsletter. She is a charter member of the Colorado Alliance for Geriatric Care Managers, American Nursing Association and American Society on Aging.

Sharil Baxter, CSA, B.S., M.S.
Sharil Baxter serves as the National Education Officer and Kansas City Sales Manager for LTCI Partners, LLC, a national long-term care insurance brokerage firm. She has a Bachelor’s Degree in Education and a Master’s Degree in Management. Her articles on long-term care insurance have appeared in several industry publications including Broker World and Broker News. She is the former Executive Director of the country’s oldest hospice. Sharil has earned the CLTC, MHP, CTM, LTCP and RHU designations.

Bill Comfort, CSA, CLTC
Bill Comfort is a general Life & Health agent, whose specialty is Long Term Care. He is the owner of Comfort Assurance Group, LLC, and a national Master Class trainer for the Corporation for Long-Term Care Certification (CLTC). Bill, a 12-year veteran of the insurance industry, has personally trained more than 1,500 insurance agents, financial planners, CPAs and attorneys. A former TV and radio reporter, he brings his journalism experience to the complicated world of long-term care planning as a dynamic speaker, educator and insurance planner.

Howard S. Krooks, J.D.
Howard Krooks is a Certified Elder Law Attorney and a partner in the law firm of Littman Krooks, LLP. Howard is an Adjunct Assistant Professor at New York University’s School of Continuing and Professional Studies, where he teaches a course on asset protection planning. He has authored and co-authored columns for the Health Law Journal and the Elder Law Attorney, both published by the New York State Bar Association. Howard also serves as the Chair-Elect of the Elder Law Section of the New York State Bar Association and is the former chair of the Public Relations Committee of the National Academy of Elder Law Attorneys.

Kathleen Lenover, CSA, CFP, MEd, CEPP
Kathleen Lenover is the president and owner of KTL Financial Group, Inc., a Denver-based boutique financial planning firm that specializes in working with seniors and baby boomers. A Certified Estate Planning Professional, she has over 21 years of experience as a financial advisor. She is a registered investment advisor affiliated with SunAmerica Securities, Inc. Kathleen is a returning national faculty member who helped establish the high standard for CSA’s classes during the Society’s early years.

Judie Rappaport, CSA
Judie Rappaport specializes in the fields of both eldercare and marketing to seniors. She founded one of the first geriatric care management companies in the U.S. and is currently a partner in the firm, Preferred Client Services. She obtained the state of Florida’s highest level of Alzheimer’s training. Judie is the author of Eldercare 911: The Caregiver’s Complete Handbook for Making Decisions, and the Eldercare 911 Internet newsletter. Her articles have appeared in SOCSA’s Journal, Life Insurance Selling, Trusts & Estates magazine, the Marquette University Law School’s Elder Advisor, and other publications. She is also President of the marketing consulting firm, Advantage 50 Plus.


Society of Certified Senior Advisors fills the educational void by teaching its members about priority concerns facing seniors and how a Certified Senior Advisor (CSA) can best meet senior's needs.
 


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