The Founders Group – Business Transition Planning Services
May 9, 2017
Cloud Based Software – Everything You Always Needed and Wanted
June 21, 2017
When Does Incapacity Limit Your Clients’ Rights
$0.00
Join us for an informative discussion on how to protect your clients’ rights once they receive a diagnose of dementia. Dr. Diane and Scott will teach you when incapacity can limit your clients’ rights. You will have a better grasp on understanding the legal, ethical and treatment issues of dementia care.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Dr. Diane Darby Beach and Scott Stewart
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Join us for an informative discussion on how to protect your clients’ rights once they receive a diagnose of dementia. Dr. Diane and Scott will teach you when incapacity can limit your clients’ rights. You will have a better grasp on understanding the legal, ethical and treatment issues of dementia care.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Dr. Diane Darby Beach and Scott Stewart
WE APOLOGIZE BUT THERE IS NO RECORDING OF THIS WEEKS PRESENTATION DUE TO TECHNICAL DIFFICULTIES.
We have attached the PDF of the power point here:
2017 05-11 When Does Incapacity Limit Your Clients Rights PDF
And please enjoy this previous presentation from our library for free:
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Planning for the 4th Quarter of Your Client’s Life
$0.00Expert in Elder Law? Estate planning is not what it used to be. As an industry we planned very well for our clients in the moments before they die and after their death – but we woefully under planned for their disability, especially a long-term disability. Valerie and Scott will go over not only the opportunities to help our past clients correct their plans, but also how to use this “4th Quarter” planning of life concept to attract and deeply help those individuals and couples over 60 years old – and even those younger families. This may be your next evolution as a practitioner.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Valerie Peterson, JD and Scott Stewart, Esq.
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Crisis Planning – What to do when the Worst Case Scenario Happens
$25.00Surprisingly, 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.