Showing all 4 results

  • Elder Care Planning

    Medi-Cal Assisted Living Waiver Program: Your Questions Answered

    $25.00

    Bill and Kathleen will provide insight into the history and future of the Medi-Cal Assisted Living waiver program and how it can help your clients.  They will explain the processes and procedures on how to qualify for the program from a client perspective as well as how to enroll as an approved facility providing services to Medi-Cal clients.  This dynamic duo has assisted more than 120 clients in getting enrolled in this program – for use in their long term care facilities as well as those clients still living at home by themselves. Other Medi-cal waiver programs will also be explored.
    (Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
    Presented by Bill Mathis and Kathleen Marek-King, RN

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  • Long Term Care Book

    Long Term Care Planning Book

    $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 Biggest Boogie Man for Baby Boomers and Beyond

    $25.00

    When planning for retirement, the primary focus for most of our clients is to determine how much income they will need to maintain their style of living.  And if they are really on top of it, they may have created a trust to maintain control of their assets at incapacity or after death.  Too often, however, our clients do not discuss or plan for the probable fact that at least one spouse is going to need long-term care.  How will they pay for it and not leave the well-spouse impoverished?  Join Rich and Scott as they do a deep dive into several payment options you might not have realized were options at all!
    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
    Presented by Rich Kupetsky, CLTC, SVP, Capitas Long Term Care and Scott Stewart, Esq.

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  • Elder Care Planning

    We Need to Talk – Tips for Starting the Critical Conversation and Bonding with the Next Generation

    $25.00

    Clients rarely ask for help in their aging process. Veterans in the industry, Amy and Scott, will provide you with their personal experience and insights to identify warning signs to look for, how to start the conversation, and the important questions to ask now and in the future. Ensure your relationship as the key advisor for the next generation by proactively planning for and guiding them through a successful aging process. Gain valuable language and tools to help your clients and their family maintain maximum control over the way they choose to age as well as secure a more prosperous financial future.

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

    Presented by Amy Burfitt with LivHome and Scott Stewart, Esq.

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