CE Events

How sharp does an elder have to be to sign a legal document such as a Will, Financial Power of Attorney, or Contract? Elder Law Attorney Dennison Keller will explain the definitions and standards of legal capacity and how they vary depending on what documents a client is signing. Elder Care Coordinator/Social Worker Tracey Collins…

Medicaid is complicated! This one-hour session, designed specifically for financial planners, features Dennison Keller discussing key Medicaid planning strategies. Topics include Medicaid eligibility, available exemptions, how to protect Traditional and Roth IRAs, the Medicaid spend down process, and why annuitizing assets can be a costly error. Dennison Keller will also explore how to use trusts…

A safe hospital discharge is important for seniors because the transition from a hospital back to home or to another care setting can be an incredibly vulnerable time. There are medications, mobility changes, cognitive decline, and other care needs that may not have been present before the hospitalization. In this session, Elder Care Coordinator Tracey…

SAVE THE DATE! JOIN US FOR OUR 6th ANNUAL SYMPOSIUM ON SEPTEMBER 9, 2027 Learn from some of the best minds in the field of aging. Meet representatives from senior care providers, including nursing homes, assisted living facilities, memory care, independent living, funeral homes, technology companies, social service agencies, realtors and much more Presented by…