LinkedIn New Business Class – How to Generate Referrals in Less Than 5 Minutes
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Facilitating Valuations and Assessments
August 25, 2017
Crisis Planning – What to do when the Worst Case Scenario Happens
$25.00
Surprisingly, 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.
Surprisingly, 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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The Case for Baby Boomer Clients in Your Practice
$25.00As 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.
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Medicare versus Medi-Cal
$25.00Do you know the difference between Medicare and Medi-Cal? If you answered no, you’re not alone. Kathe and Scott will lead a frank and open discussion designed to clarify all the aspects of these government programs. In this presentation, you’ll learn the difference between acute vs custodial care and who pays for what. You’ll learn how the health system works and how to take advantage of benefits that are already available to you and your family. This presentation is for anyone concerned about how to pay for care and what can be done now to minimize future costs.
(Purchase of this product will include an Audio recording of the presentation.)
Presented by Kathe Kline, ChFC and Scott Stewart, Esq. -
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Reporting Elder Abuse: Should I? Must I? Or Must I Not?
$25.00Different states and federal authorities impose either requirements or best practices regarding reporting of suspected elder abuse, physical and financial, on professionals. These are especially prevalent in the health care and financial fields. However, there is a tension between one’s duty to report suspected fraud, fraudulent activity, and undue influence, and one’s duty to maintain the privacy and confidentiality of client and customer information. Sheila and Peter will canvas the relevant authorities and discuss ways for professionals and their agents to maintain compliance with the reporting obligations while still preserving the confidences of customer and client information.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Peter Myers and Sheila K. Robello
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