Showing all 12 results

  • Financial Planning

    Crucial Medicare Information for You and Your Client

    $25.00

    Are your clients in a Medicare plan that provides the appropriate coverage at the lowest cost?  Whether it is Original Medicare, Medicare Advantage, or a Medicare Supplement, finding the right plan now will help mitigate a future health care financial crisis.  Join Jim and Monica to discuss:

    • Reviewing enrollment periods;
    • Identifying who is eligible;
    • Describing the five things your client must know about Medicare;
    • Learning how you can avoid excessive costs.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by James Fogelstrom and Monica Szakos Cramer

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  • Elder Care Planning

    Congratulations! You’re 65 – Now What? Medicare Secrets Your Clients Need to Know in Time for Open Enrollment and Other Caregiver Economics

    $25.00

    The Medicare-eligible population is expanding exponentially as baby boomers age into the program at a rate of 11,000 every day. Some will need acute care (short-term), others will need long-term care, and many will need both. Diane will share the A, B, C’s and D’s of Medicare, eligibility criteria, timelines associated with enrolling to avoid financial penalties and the differences between Medicare Supplement and Medicare Advantage plans. Leave prepared for the upcoming Open Enrollment Period and the changes coming in 2019. Alexis will review options on how to pay for care not covered by Medicare, and more importantly, how you can help your clients protect their estate, themselves, their loved ones, and their family relationships.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Diane Gaswirth and Alexis Bastedo, Esq.

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  • Elder Care Planning

    Caregiver Economics – How to Protect Yourself as Well as Your Loved Ones

    $25.00

    Estate planning used to just be about the avoidance of probate and estate taxes. Now, though these are important topics, estate planning and trusts need to address the inevitable need for long-term care and possible mental disability/dementia. Additionally, personal wealth can be wiped out upon the disability of either of the spouses if the trust and other assets are not properly planned for. Join Scott and Alexis as they review your options on how to pay for care, and more importantly, how to protect your estate, yourself, your loved ones, and your family relationships.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Scott Stewart, Esq. and Alexis Bastedo, Esq.

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  • Elder Care Planning

    Long Term Care Options – What Families Need to Know Before the Crisis

    $25.00

    Learn about the LTC options available and the costs associated.  Join long-time San Diego experts, Amy and Amy to find answers to help your clients with questions such as: What does Medicare pay for?; What are the different housing options here in San Diego?;  What are the different levels of care and how do I choose?  How much does it cost?

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Amy Abrams, Alzheimer’s San Diego and Amy Burfitt, Livhome

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  • Elder Care Planning

    Why Most Estate Plans Fail – When the Diagnosis is Dementia

    $25.00

    Wills, trusts, and other estate planning documents have been traditionally drafted to solve for the moments before death and the years after death. These documents address the proverbial end as if it’s a light switch. Learn how your planning and documents can address the full spectrum of planning – everything that may happen between now and then in the areas of control, health, safety, finances, and estate preservation.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Scott Stewart, Esq. and Steve Mancini, Esq.

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  • The Gathering 2018 – Medi-Cal and Medicare: Who, When, How – and What’s Next?

    $25.00

    Scott and Diane will lead a frank and open discussion designed to help you understand the differences and advantages associated with both government benefit programs (as well as the potential effects on both due to government deficits). Confronting the costs of either acute or long-term care or both is often the largest expense a couple will face. Families often believe that it is too late or early to plan – and they must bare these costs on their own. Though this may have been true 10 or 20 years ago, that is not the law now. We know that families often feel overwhelmed and are relieved to find a path to working through it all. Understand how to help your clients plan through case study examples.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)

    Presented by Diane Gaswirth and Scott Stewart, Esq.

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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  • The Gathering 2018 – Understanding Elder Financial Abuse – Helping Families

    $25.00

    This age-old problem has become an epidemic. Learn how to spot the signs and what to do from that point on. Also, learn how to avoid the problem all together by including quality professionals from the beginning. Avoid personal liability to the caregiver, financial advisors, and other advisors to the family.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)

    Presented by Paul Greenwood, Deputy District Attorney and Steve Barlam, Chief Professional Officer

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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  • Elder Care Planning

    The Virtual Dementia Tour – Changing the Perception of Aging with Alzheimers

    $25.00

    We are living at a time when extraordinary estate and wealth strategies planning advisors are needed like never before. As a result, the public is searching for answers on how to preserve and protect what they have; and for answers on how to thrive into the future. This course is a dialogue on professional collaboration and the type of practice your referral sources and clients experience – your practice as seen through the eyes of others. It introduces you to techniques which you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community and how you can become a “referable” resource to others. Your practice is like no other and should be unique to you.

    Join us for this very special session where you can participate in a 30 minute “Virtual Dementia Tour.” Experience the overwhelming effects of trying to perform everyday tasks for a person living with memory loss. Unlike other virtual dementia tours, this comprehensive tour encompasses tasks and exercises that are essential for professionals and caregivers to experience. *Must register to participate (limited to the first 18 registrants)*
    We will also hold simultaneous 30 minute discussions on How to Communicate and Care for People with Dementia, Physiological Changes with Age; and Memory and Aging – What’s Normal What’s Not.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Rick Topete and Ashlea Rose with Silverado

     

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  • Elder Care Planning

    The Case for Baby Boomer Clients in Your Practice

    $25.00

    As society ages the need for services by this demographic are going to increase. This can include planning for long-term care, Medicaid, Medi-Cal, and other government benefits, leading to a dramatic increase in the amount of probates, trust administration, settlement and the associated financial, tax, and legal planning for clients older (and younger!) than 55. Join Scott and Brooke as they share techniques, tools, and their technical expertise to enhance your knowledge and practice.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.

    PREVIEW:

     

     

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  • Elder Care Planning

    Beyond Resistance: Effective Strategies For Overcoming Resistance

    $25.00

    Working with older adults offers many benefits, but it can also involve challenges and frustrations such as: physical limitations, cognitive impairments, changes in environment, loss of independence, as well as many others. As professionals attempt to alleviate or reduce the challenges that affect older adults by suggesting changes and solutions, resistance to change is often exhibited. While this is a normal response – how we deal with and attempt to resolve this resistance is the key element. You will learn about the roots of resistance in the elderly population – why are they resistant, what causes resistance – and how to overcome it. By acknowledging and learning to understand the reasons behind resistance, we can learn effective strategies and techniques to help our patients/clients improve their quality of life and well-being.

    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)

    Presented by Amy Burfitt, Elder Care Consultant, LivHOME, Inc. and Shelley Lightfoot, Executive Director

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  • Long Term Care Book

    Long Term Care Planning Book

    $9.99 $0.00

    Many Californians are concerned about the “new” changes to the Medi-Cal program. They have heard all sorts of things about those changes, some fact and many fiction. Many Californians believe that it is now virtually impossible to get the benefits that they are entitled to receive. For many Californians this could not be further from the truth. Not only do these benefits continue to exist but more people than ever can qualify for help.

    This Book should answer any questions you have while dealing with elder care. 

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  • Elder Care Planning

    The Top 5 Mistakes to Avoid When Helping Your Clients with Senior Care Planning

    $25.00

    Years ago, helping clients navigate senior care wasn’t so complicated.  Today, there are well over 1000 facilities and in-home care providers in San Diego alone – making the choices overwhelming.  Family caregivers often lack information or resources necessary to coordinate care, thus looking to healthcare providers and estate planning professionals for guidance. Not all care – or budgets – are created equal. Jatana and Scott will break it down in a way that will allow you to provide accurate information and relevant resources for each of your family caregiver clientele.
    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
    Presented by Jatana Williams-Thompson, Owner, Beyond the Sky Solutions, LLC and Scott Stewart, Esq.

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