The Bucket Plan®
August 5, 2016
P&C Insurance; Understanding Property and Casualty Insurance – Your First Line of Defense
August 19, 2016
The Top 5 Mistakes to Avoid When Helping Your Clients with Senior Care Planning
$25.00
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.
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.
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The Elephant in the Room: The Retirement Challenge No One Else Talks About
$25.00No 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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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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Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options
$25.00Effective planning is as much or more about preserving family relationships as it is about preserving family assets. Most estate plans will fail to preserve the family relationships and will also fail to take advantage of the changes in the law. Join us to review: protections and control for the surviving spouse; today’s disability planning pitfalls and options; as well as your trustee’s rights, responsibilities, and liabilities. Estate planning and settlement isn’t about a rote distribution of assets. It’s about caring for and supporting the relationships embedded in the plan.
(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.