LinkedIn New Business Class – How to Generate Referrals in Less Than 5 Minutes
August 11, 2017
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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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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The Virtual Dementia Tour – Changing the Perception of Aging with Alzheimers
$25.00We 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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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.