Learning Objectives and Who Should Attend
October 25 and 26, 2018
(SCROLL DOWN TO READ THE LEARNING OBJECTIVES)

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

Senior Marketing

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Americans are aging.  The senior population is growing.  Senior citizens also hold most of the wealth in this country.  If you are not already working in a senior market, you may want to become involved as this could result in a good opportunity for you for expanding your current business or practice.  This Conference will give you a good orientation towards understanding the senior market and provide input from practitioners who have been successful in this area of endeavor.  READ MORE

Up to 7 Hours of MCLE Credit for Attorneys

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The second day of our Conference focuses entirely on education about veterans disability benefits to include Pension, DIC, Disability Compensation and appeals.  The presentation is designed to meet most state bar requirements for Mandatory Continuing Legal Education.  Most states will allow for individual application for CLE credits from those who attend this session.  We are also working on getting preapproval from a number of states to make the credit automatic.  It isn’t just attorneys who should attend this session.  The Friday session is for all attendees to learn more about veterans benefits and how to incorporate these benefits into their business or practice.  READ MORE

Life Resource Planning

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Conference attendees receive a free 30 day trial of the Life Resource Planning System.  Life Resource Planning (LRP) is an online software planning system from the NCPC.  Potential aging senior clients, represented by their children through proxy, fill out an online questionnaire of 120 questions.  The Life Resource Planner automatically receives this completed questionnaire in his or her personal online Life Resource Planning database.  In a matter of minutes, the planner brings up the questionnaire on his or her computer, clicks on a button and automatically produces a professional looking planning report in PDF format, based on the questionnaire.  READ MORE

Medicaid Planning

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Medicaid planning is a legal process to protect assets from the financial ravages of state Medicaid long-term care programs.  There are two aspects to the planning.  The first is crisis planning where application for Medicaid is imminent and strategies must be implemented to save remaining assets.  The second aspect is Medicaid preplanning where years in advance, strategies can be put in place to preserve assets if Medicaid is ever needed.  The Conference covers both aspects of Medicaid planning and how to integrate it into your business or practice.  READ MORE

Veterans Benefits

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A number of financial and legal practitioners as well as home care companies and other senior service providers have successfully incorporated education about veterans benefits into their business model.  You will hear from business owners, senior providers and practitioners how they have successfully integrated veterans benefits into their organizations and how that has allowed them to grow their businesses or practices.  You will also learn about what happened to Veterans Affairs proposal to implement a 36 month look back penalty.  READ MORE

Certified in Life Resource Planning (CLRP)

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The National Care Planning Council has recently developed a designation tied to Life Resource Planning.  This designation is “Certified in Life Resource Planning” or CLRP.  The acronym is also trademarked through the US Patent and Trademark Office by the NCPC.  We will be introducing this new designation at the Conference.  READ MORE