$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:
(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
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:
(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
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.
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.
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.