Help Your Clients Protect Their Business From the Unexpected
July 18, 2018
Trustee Training: Rights and Responsibilities – Sept 6
September 10, 2018
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.
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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Crisis Planning – What to do when the Worst Case Scenario Happens
$25.00Surprisingly, there are still options available to help even in the midst of a healthcare crisis. Join Scott and Alexis as they review and compare the timing and applicability of Medicare, Medi-cal, VA Aid and Attendance, Long-term Care and/or Life Insurance – as well as the pros and cons of asset liquidation. Consider the future ramifications of current decisions regarding incapacity, dealing with beneficiaries, and disputes among siblings.
(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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We Need to Talk – Tips for Starting the Critical Conversation and Bonding with the Next Generation
$25.00Clients 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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Family Businesses: Where Are you Going and How Will You Get There?
$25.00One of the most common reasons business transitions derail is what we call Expectation Gaps. These are blind spots and pot holes that, once revealed, prevent a business owner from confidently executing their plan. Learn how to create team alignment and identify/prioritize Enhancement Initiatives in The Eight Critical Areas of: risk mitigation, finance, operations, sales and marketing, human resources, and crisis management. Discover a systematic process to address targeted improvements that directly increase value, improve workplace dynamics and drive cash flow.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Melisa Silverman, JD, CEPA, CEVAQ, SBA, CMEA and Jeffrey Kates
