Demystifying Hospice and Palliative Care

Palliative care is a philosophy and model of care that can potentially transform our experience of health care today. However, due to a lack of awareness combined with a lack of information, most people fail to reap the benefits of this type of care. So, let’s review the fundamental tenets of palliative and hospice care…

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Aging in Place: Current Trends and Practices

Information on the latest trends and practices in aging in place and home modifications. Presented by Robert Gurinowitsch Robert Gurinowitsch works with corporations to educate on safety and modifications in the work or home environment, sharing the knowledge of invaluable services for the Aging in Place and the Disabled Workers markets. He provides patient-specific education…

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Alternative Asset Based Funding for Long-Term Care

Over the last 15 years, the use of LTC-Life Settlements to pay for senior living has grown into a mainstream option accepted by every care provider in the United States. There are 250 million life insurance policies in-force today and over $200 billion owned by seniors could potentially qualify to pay for care every year.…

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Longevity: Aging Crisis or Golden Opportunity?

Elder rights advocate Kelly O’Connor, CSA shares with us the essence of what it means to live a long life in today’s America. Kelly recaps the six principles shared in her recent TEDx Talk and proposes ways CSAs can better connect with their audiences. Presented by Kelly O’Connor, CSA Kelly O’Connor is an elder care…

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Your Gift to the Community – Kindness

This session will explore the how kindness contributes to your own well-being and self-worth, as well as that of the individuals who are recipients of your acts. Small acts of kindness can make a difference. Learn of ways that you can have a role in spreading kindness in our community. The time to start is…

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Accelerating Trusted Relationships

Are your relationships measured by the quantity or quality of those with whom you interact? In an ever increasingly virtual world, one in which technology is driving many of our interactions, how are we maintaining authenticity? What determines who you will work with? What drives the decision as to whether or not someone will take…

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Medication Management

Many aging adults find themselves taking medications for various chronic conditions and other health issues. Research indicates that as the number of prescription medications a person (ages 70 or older) takes increases, so do challenges with medication management and potential health risks. Certain medications such as opioids, can easily become harmful if not taken as…

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The LTC Planning Imperative

This webinar will provide information on long term care insurance. Instructor Bill Comfort, CSA®, CLTC®, LTCC® will provide an expert presentation on behalf of CLTC for how to use long term care insurance to protect clients from the costs associated with long term care. This presentation will examine the following issues: Why planning for care…

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Situational Social Security

Every client is in a unique situation when considering their Social Security benefit. This webinar will discuss the questions and issues that relate to every unique client – single, married, divorced, surviving spouse, public employees, restricted application eligibility, and children. Presented by Jim Blair and Marc Kiner Jim Blair is currently part owner and Social…

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The Importance of Pre-Arranged Funerals

Certified Senior Advisor and Funeral Director, Elisa Ingoldby will review with us the in’s and out’s of how to prearrange a funeral and the importance of undertaking such a task. Participants will get access to a Vital Statistics Worksheet and learn how to approach a funeral home to deal with making those long term plans…

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The Secondary Market for Life Insurance – Current Trends, New Applications

This course examines the trends that are driving the secondary market’s continued growth and provides an overview of the five most common applications being used by advisors today. The presentation will specifically discuss term settlements, policy replacement strategies, Retained Death Benefit Options (with and without a cash settlement) and settlements for smaller face policies, using…

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The ‘UnSECURE’ Act: Drastic Changes to IRA Rules

On December 20, 2019, President Trump signed the Further Consolidated Appropriations Act, which included the Setting Every Community Up for Retirement Enhancement Act of 2019, commonly referred to as the SECURE Act. The SECURE Act made important changes that apply to retirement savings and employee benefits, some of which are positive, but many that will…

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Medicare in 2021 — New Challenges for Your Clients

You’ve likely been asked by clients, “Why does Medicare have to be so complicated?” The best answer is, who knows? But, here’s one thing we do know for certain — Medicare isn’t going to get any easier. In fact, in just the last few months alone, the government has made several changes that will make…

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Practical and Fun Holiday Gift Giving Ideas for the Millennial Caregiver

November is National Family Caregiver Month, an opportunity for industry experts and providers to recognize any one of the 53 million unpaid family caregivers currently in America. Forty two million of these caregivers care for adults 50 years and older and 12 million are considered Millennials (born between 1981 and 1996). With the holidays approaching,…

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COVID-19: Seeking the Invitations in THE Interruption

March of this year, the advent of COVID-19 brought everything to a screeching halt in the United States. Like everyone else, I was shocked, frightened, and frustrated. All plans personally and professionally were derailed for the foreseeable future. When sharing my angst and concerns with a colleague, I gained an entirely new perspective on the…

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