Agenda and Who Should Attend
October 25 and 26, 2018
(SCROLL DOWN TO READ WHO SHOULD ATTEND)

Attend both days or attend the Friday session only if you just need CLE.  Friday session only is at a reduced cost.

CLICK HERE FOR REGISTRATION AND PRICING

Schedule for the 2018 Conference

  • Exciting new ideas for expanding your business and finding new senior clients and new clients who are the children of aging seniors
  • Advice on how to add veterans benefits to your business or practice
  • Pension with aid and attendance and the new rules for look back penalty and assets
  • New asset planning strategies for pension with aid and attendance
  • Legally charging fees for assisting with veterans claims
  • The new rule to receive 20% of the back amount from VA prior to a notice of disagreement
  • Compensation – understanding it, how to apply and how to deal with increasing denials
  • Appeals – the new system in 2019 and dealing with an average of 5 years at the BVA
  • The little-known allowances for aid and attendance and housebound with compensation and DIC
  • How to obtain records with the new cloud-based claim system
  • The new paperless application process and how to avoid its pitfalls
  • And much more
Thursday, October 25, 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
Attendees also receive a conference special price of $199 for the CLRP Designation which is regularly $350. (This is an optional certification available for those who work in a senior market and is not part of the cost of the conference.)
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)
Attendees receive a 30 day free trial of the Life Resource Planning System
 
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 M. Krause, J.D. , LL.M.,  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

15:50-16:30   Certified in Life Resource Planning Designation (CLRP) – Valerie Buck  (40 minutes)
Attendees also receive a conference special price of $199 for the CLRP Designation which is regularly $350.  (This is an optional certification available to those who work in a senior market and is not a part of the cost of the conference.)
 
18:00-19:00   Optional get together in the hotel commons area
Friday, October 26, 2018
Veterans Law MCLE State Bar Course for Attorneys or Accreditation CLE for Agents and Attorneys.  This Session is also  Vital 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
 
9:00-10:00   Strategies for Winning Appeals – Joel Ban JD,  Ban Law Office

10:00-10:10    Break

10:10-11:10    Implementing Veterans Benefits into Your Attorney Practice – Mark Wight JD, Idaho Estate Planning

11:10-11:30   VA’s New Paperless Claim System – Valerie Buck, SVSA
11:30-12:00   How to Legally Charge Fees for Assisting Veterans – Thomas Day, SVSA Director  Tom will also discuss how a current higher denial rate for compensation claims and new rules for charging fees will allow you to receive payment from the Department of Veterans Affairs to assist veterans with claims prior to a Notice of Disagreement.
 
12:00-13:00   Lunch Break

13:00-14:00   Filing Successful Pension Aid and Attendance Claims This presentation includes considerable detail on the new look back rule and penalties, the new asset test, the new medical deduction rules and the various other changes that went into effect October 18, 2018
14:00-14:20   DIC, Including Aid and Attendance Allowances

14:20-14:30   Break

14:30-15:30   Planning Strategies for Pension Aid and Attendance –
Valerie Peterson JD, CEO of ElderCounsel, Valerie will discuss the impact of the new 3 year look back rule and penalties and she will discuss strategies to deal with the new bright line asset test.

15:30-16:30   Filing Successful Disability Compensation Claims – Thomas Day, SVSA  Tom will also discuss how a current higher denial rate for compensation claims and new rules for charging fees will allow you to receive payment from the Department of Veterans Affairs to assist veterans with claims prior to a Notice of Disagreement.

16:30-17:30   Questions and Answers – Panel of the Presenters

CLICK HERE FOR REGISTRATION AND PRICING
*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 training course also meets the requirement for 3 hours of CLE for maintaining accreditation with the Department of Veterans Affairs as found in Title 38 CFR 14.629 (b).   This course will also meet the mandated  3 hours of first year CLE requirements as well as 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.