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,…

Read More

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…

Read More

Adult Protective Services: How Does it Work?

This session will provide an overview of how Adult Protection Services works once a referral has been made.  Attendees will be guided through the process of evaluating referrals, completing interviews and assessments, undertaking investigations, and a review of the legal process.  Discussions will further explore limitations of APS and the need to recognize self-determination of…

Read More

Reverse Mortgages: The Cinderella of Retirement Planning?

Financial advisors have long looked at Reverse Mortgages as the “Loan of Last Resort”– the ugly stepsister of the retirement planning story. This workshop will create a major paradigm shift in your thinking.  The instructor explains how recent program changes and groundbreaking research by the financial planning industry and noted academics have overwhelmingly proven the…

Read More

Pretty Is as Pretty Does….And Universal Design Does It Really Well

When talking about caregivers, family members, and aging in place universal design concept comes up. Beauty usually isn’t the first word to pop into most people’s minds—rather, it’s thought of as a cold, sterile and unwelcoming atmosphere. As a label, universal design has gotten a bad rap. While this label may have been true about…

Read More

Who Cares?: The Implications of an Aging Population on Long-Term Care

America’s long-term care (LTC) system faces a crisis, today, in providing sufficient healthcare and meeting social needs of our aging society. A major concern is the impending disparity between the increasing demands of healthcare needs and the decreasing supply of the LTC workforce. This presentation will focus on the multiple factors that have led to…

Read More

Tax-Planning Tips for Aging Boomers in 2020

Having just filed their taxes, aging Boomers with high taxable incomes are looking for ways to lower next years’ tax bill. From claiming an aging parent as a dependent to ROTH IRA conversions, this webinar will discuss several ways that aging Boomers can use existing tax rules to reduce their income tax burden in 2020.…

Read More

Consumer Directed Live-In Care

In recent years there have been several legislative and regulatory changes shaping the way families are approaching their plan to age and receive care at home. As consumer-directed care has become one of the fastest-growing segments of the in-home care industry, experts anticipate a significant increase in the number of privately employed live-in caregivers. Tom…

Read More

The Uninformed Medicare Shopper: Help Your Clients

People spend more time researching a new car purchase than they do on Medicare. However, unlike the purchase of a car, Medicare has no warranty. In most cases, you cannot trade in a bad decision. A Medicare “lemon” can cost a person in dollars and coverage for a lifetime. This session will focus on how…

Read More

The Evolution of Life Settlements to Help Seniors Pay for Care

This session educates insurance agents and advisors on the secondary market for life insurance, also known as viaticals and life settlements. From the history of the market through the evolution of industry regulation and compliance to today’s modern secondary market. The life settlement market has evolved over the last 30 years into a mainstream financial…

Read More

Self Care for Caregivers

Do your clients or employees know the term “caregiver”? Are your clients already caregiving or are your employees taking time off from work to do family caregiving tasks? This webinar highlights the social, emotional, physical, and financial impact of caregiving for families and businesses. Attendees will learn: Presented by Jenn Chan, CSA, CCC Jenn Chan,…

Read More

Family Information Management

Our clients are faced with a new digital divide. Most people have a lifetime of paper records stored in boxes or filing cabinets while their healthcare organizations and financial institutions have invested billions of dollars in data automation. Unfortunately, important personal information is either tucked away for safekeeping or seemingly held hostage by privacy regulations…

Read More

Elder Law Long-Term Care Planning

Join Elder Law attorney, Ronald Fatoullah for an educational webinar on Elder Law-Long-Term Care Planning and a review of the essential documentation that is important for all older adults.  Mr. Fatoullah will provide attendees with information about options for paying for long-term care and will provide an overview of the basics of Medicaid. Attendees will…

Read More

Home Equity as a Retirement Solution

Over 70 million Baby Boomers have reached retirement age and although the average savings per household is less than $200,000, these consumers have $6.9 trillion tied up in their home equity. Consequently, savvy financial professionals are considering the impact of including home equity loans in their clients’ longevity, liquidity, and legacy objectives. The FHA-insured Home…

Read More

Understanding Symptoms of Alzheimer’s

Nearly 60 percent of caregivers who care for someone with Alzheimer’s disease or another dementia rate the emotional stress of caregiving as high or very high. A new Alzheimer’s diagnosis can bring with it a whirlwind of stress, confusion and anxiety about what to expect as the disease progresses. This webinar will offer a how-to…

Read More

Baby Boomers Are Telling Us How to Capture the Longevity Market

This presentation is for business leaders, entrepreneurs and investors seeking to understand the Boomer demographic and psychology that will drive consumer choice into the next decade. Attendees will come away with ideas on how to re-engineer current brands, marketing strategies and business plans to address the impact Boomers will have on our economy, society and…

Read More