

$25.00
Bill and Kathleen will provide insight into the history and future of the Medi-Cal Assisted Living waiver program and how it can help your clients. They will explain the processes and procedures on how to qualify for the program from a client perspective as well as how to enroll as an approved facility providing services to Medi-Cal clients. This dynamic duo has assisted more than 120 clients in getting enrolled in this program – for use in their long term care facilities as well as those clients still living at home by themselves. Other Medi-cal waiver programs will also be explored.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Bill Mathis and Kathleen Marek-King, RN
Bill and Kathleen will provide insight into the history and future of the Medi-Cal Assisted Living waiver program and how it can help your clients. They will explain the processes and procedures on how to qualify for the program from a client perspective as well as how to enroll as an approved facility providing services to Medi-Cal clients. This dynamic duo has assisted more than 120 clients in getting enrolled in this program – for use in their long term care facilities as well as those clients still living at home by themselves. Other Medi-cal waiver programs will also be explored.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Bill Mathis and Kathleen Marek-King, RN
This workshop will explore the 3 doors to estate planning: family; charity; and the IRS. It will point out that client estates normally go through only two of the three doors – the ones they choose either consciously (through planning) or unconsciously (without planning). We will further demonstrate the planning strategies available to maximize the benefits to families and minimize, if not completely zero out the benefit to the IRS.
One 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
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.