Panel Discussion; Kimberly Hegwood JD, David Olney CSA, Horace Bone PhD
Kimberly is an elder law attorney. She will share with attendees, strategies that have worked for her to attract new clients in the senior market. David and Horace are both financial practitioners who have a long history of working in financial planning and insurance sales directed towards a senior market. They will share with attendees, their experience in using the Life Resource Planning System as well as other strategies that have worked over the years.
Group participation from the audience will be encouraged and several attendees have already been notified that – time allowing – they will share their experiences with the audience as well. It is our intent that this open discussion with members of the panel and individuals in attendance will produce a meaningful experience and provide a wealth of ideas for conference attendees. It is also our intent that more than attorneys and financial practitioners will participate, and other specialties such as home care providers, placement managers, care managers and real estate people will also have input into the discussion.
Group participation from the audience will be encouraged and several attendees have already been notified that – time allowing – they will share their experiences with the audience as well. It is our intent that this open discussion with members of the panel and individuals in attendance will produce a meaningful experience and provide a wealth of ideas for conference attendees. It is also our intent that more than attorneys and financial practitioners will participate, and other specialties such as home care providers, placement managers, care managers and real estate people will also have input into the discussion.