The Gathering 2018 – The Complete Package
March 23, 2018
Family Businesses: Attractiveness, Readiness, and Valuation – Factors that Business Owners Often Don’t Know
April 6, 2018
The Elephant in the Room: The Retirement Challenge No One Else Talks About
$25.00
No one can predict how long their retirement might last, or what financial hiccups they may encounter along the way, but the more a retirement plan addresses common risks such as the need for long-term care, the better the chances are that a retirement plan will be successful.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Trey Fairman, JD, LL.M. and Cindy Eisenhower
No one can predict how long their retirement might last, or what financial hiccups they may encounter along the way, but the more a retirement plan addresses common risks such as the need for long-term care, the better the chances are that a retirement plan will be successful.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Trey Fairman, JD, LL.M. and Cindy Eisenhower
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The Top 5 Mistakes to Avoid When Helping Your Clients with Senior Care Planning
$25.00Years 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. -
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Honoring Life, Offering Hope. Music Therapy, Hospice, and Palliative Care – April – 2018
$25.00Seasons Hospice will provide a presentation on the many services available in end of life care, including Music Therapy. These services are usually available much earlier than most patients and families realize. The common misconception is that hospice comes in during the last weeks or days, when in fact the support is usually available much sooner and provides 24/7 response and interdisciplinary support. Music Therapy is a clinical discipline used in hospice that in addition to lovely music, provides interventions for pain management, respiratory distress, emotional and spiritual support.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Michelle Tiernan, Community Educator and Aida Sanchez, Music Therapist
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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.