Agenda and Who Should Attend
(SCROLL DOWN TO READ WHO SHOULD ATTEND)


Schedule for the 2018 Conference

Thursday, September 20, 2018  
Grow Your Business or Practice by Using Life Resource Planning, or by Using Veterans Benefits, or by Using Medicaid Planning or by Using all Three

Attendees receive a 30 day free trial of the Life Resource Planning System
THURSDAY PRESENTATION SCHEDULE:  9 AM to 5 PM
 
9:00-9:10   Welcome and Overview – Thomas Day, NCPC Director  (10 minutes)
9:10-9:30   About the NCPC and the SVSA – Roxanne Pope, NCPC  (20 minutes)
9:30-10:20   Grow Your Business or Practice through Life Resource Planning – Thomas Day  (50 minutes)
 
10:20-10:30   Break

10:30-12:00   Successful Strategies for Marketing to Seniors – Panel discussion and audience participation with Kimberly Hegwood JD,  David Olney CSA,  Horace Bone PhD  (90 minutes)
 
12:00-13:00   Lunch Break

13:00-14:00   Medicaid Planning – Dale Krause JD LLM,  Krause Financial Services  (60 minutes)
 
14:00-14:10   Break

14:10-15:10   Funeral Trusts for Medicaid Planning – Michael O'Dell CFP CES,  Karl Dovnik Jr. JD,  DelcoUSA   (60 minutes)
15:10-15:40   Bridging the Transition to Senior Living – Roque Santi,  Elderlife Financial Services  (30 minutes)

15:40-15:50   Break

15:50-16:20   Certified in Life Resource Planning Designation (CLRP) – Valerie Buck  (30 minutes)
16:20-17:00   Veterans Claim Support and Accreditation Services – Jed Winegar, CAS  (40 minutes)
 
20:00-21:00   Optional get together in the hotel commons area
Friday, September 21, 2018
Veterans Law MCLE Course for Attorneys and Agents and Training for other Attendees Who Wish to Understand and Apply Veterans Benefits to Their Businesses or Practices

FRIDAY PRESENTATION SCHEDULE:  9 AM to 5:30 PM
 
9:00-9:30    How to Legally Charge Fees for Assisting Veterans – Thomas Day, SVSA Director
9:30-10:30    Implementing Veterans Benefits into Your Attorney Practice –
Mark Wight JD, Idaho Estate Planning
 
10:30-10:40   Break

10:40-11:00   VA’s New Paperless Claim System – Valerie Buck, SVSA
11:00-12:00   Filing Successful Disability Compensation Claims – Thomas Day, SVSA
 
12:00-13:00   Lunch Break

13:00-14:00   Filing Successful Pension Aid and Attendance Claims – Jed Winegar, VA Accredited Claims Agent, SVSA,  assisting with more than 4,000 claims for VA benefits
14:00-14:20   DIC, Including Aid and Attendance Allowance with DIC – Jed Winegar, SVSA

14:20-14:30   Break

14:30-15:30   Planning Strategies for Pension Aid and Attendance –
Valerie Peterson JD, CEO of ElderCouncil, This presentation also addresses the latest on what  happened with implementation of Veterans Affairs' proposed three year look back penalty.
15:30-16:30   Strategies for Winning Appeals – Joel Ban JD,  Ban Law Office
16:30-17:30   Questions and Answers – Panel of the Presenters
*State MCLE Credits
The format of this live training course, is generally acceptable for credit with most State Bars.  We will provide you instructions on how to apply for credit in your state if it is not pre-approved below.  The course is also pre-approved for State MCLE credits in the following states for the following hours:

California 6 Hours
Washington 7.25 Hours
Nevada 6 Hours
​Colorado 7 Hours
New Mexico 6 Hours
Utah 6 Hours
Idaho 6 Hours
Wyoming 6 Hours
Florida 7 Hours
Georgia 7 Hours

More states coming soon...
The course does not include any credits for ethics.
**VA CLE Credits
This CLE training is also approved by the Department of Veterans Affairs, Office of General Counsel for meeting CLE requirements for maintaining accreditation.  This training will meet the mandated first year CLE requirements or for any ongoing 3 hours of CLE on veterans law and procedures required every two years (see 38 C.F.R. § 14.629). The information in this course and the detailed handbook that comes with the course are a result of knowledge derived from our participation in thousands of claims for veterans disability benefits.  If you wish to become accredited by the Department of Veterans Affairs, please contact us and we will provide you instructions on how to become so.  It takes several months to become accredited and if you wish to use this course to meet your first year requirement for VA Accreditation CLE, you must file your application at least 4 months before attending the conference.

Who Should Attend

The following senior services practitioners or advisors will significantly benefit from attending this conference.
 
  • Attorneys who currently work with seniors or veterans or both
  • Attorneys who wish to work with seniors or veterans or both
  • Financial services professionals who work with seniors or who wish to work with seniors or veterans or both
  • Specialists who provide reverse mortgages, life settlements, annuities and life insurance, health insurance, long-term care insurance and Medicare insurance
  • Home care providers
  • Geriatric care managers
  • Reverse mortgage specialists
  • Real estate agents who specialize in helping seniors
  • Downsizing and moving specialists
  • Other senior services practitioners and providers
 
This conference provides an introduction to unique marketing opportunities for practitioners and advisors who work in the senior market.  Not only are these opportunities introduced at the conference, but background training necessary to apply the strategies for marketing is also provided.  You will also learn about a new marketing and planning system called Life Resource Planning (LRP) which ties together the services of and results in collaboration between many of the various professionals who work closely with aging seniors and their children.  All attendees receive a free 30 day trial of the LRP system.  Using Life Resource Planning means you are also typically working with the children of aging seniors who generally are age-wise 50 through 65.  This provides opportunities for specialists who provide care planning, retirement planning, real estate services, estate planning, reverse mortgages, life settlements, annuities and life insurance, health insurance, long-term care insurance and Medicare insurance.