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| Click the icon for agenda details | ||
| Daily Agenda |
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Day 1 - Wednesday September 10, 2008 |
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5:00 PM – 5:45 PM |
Registration |
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5:45PM – 6:00 PM |
Welcome & Opening Remarks |
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6:00 PM – 6:45 PM |
Dinner |
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6:45 PM – 7:45 PM - Opening Keynote Speaker
LAUGHTER & TEARS IN THE CAREGIVING YEARS JACQUELINE MARCELL was so compelled being the sole caregiver to her challenging elderly father and sweet but ailing mother (both with early Alzheimer's not properly diagnosed for over a year), that once she figured everything out--she gave up her stalled career as a television executive to become an advocate for eldercare awareness and reform. Determination to save others from a similar experience resulted in her first (bestselling) book "Elder Rage"; the "Coping With Caregiving" radio show; media including: TODAY, CNN, PBS Documentary, Woman's Day, Prevention, AARP Bulletin cover story; a syndicated column and three Blogs; and over 150 keynotes--including to the California Governor’s Conference, numerous chapters of the Alzheimer’s Association and Area Agencies on Aging, the National Security Agency and Florida House of Representatives. Mixing practical advice with humor, Jacqueline presents: the warning signs, stages and treatments for Alzheimer's; behavioral techniques for managing challenging elders; the value of Adult Day Care; care for the caregiver; and preparing for our own later years. Jacqueline delivers real hope that there can still be a good life after a diagnosis of dementia, if it is properly managed medically and behaviorally. www.ElderRage.com
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| Day 2 - Thursday September 11 | |
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Registration, continental breakfast served |
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9:00
AM - 9:50 AM |
Ms. Ann Soden,
Ad.E Elder Law Comes of Age A new breed of lawyer has come upon the scene: a blend of counselor, mediator, community developer and lawyer addressing a variety of interdisciplinary legal issues affecting people as they age, from age discrimination, to housing and care, senior marriage and divorce, grandparent access, abuse and neglect and planning for aging. Ann Soden, advocate émérite, of the Bar of Quebec, founder of the National Elder Law Section of Canadian Bar Association and general editor of the national legal text Advising the Older Client will introduce us to some basic concepts in the new field of Elder Law, national initiatives regarding law and aging, including the establishment legal clinics, public education and the use of the elder mediation to address family disputes and will give some tips on legal capacity, on the importance of planning for health care decision-making, the potential of incapacity and end-of life issues.  |
10:00
- 10:50 AM |
Negotiating Eldercare Decisions Ms. Barbara Matthews-Scott |
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11:00 AM - 11:50 AM
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The 3 Family Meetings Everyone Has To Have Before It's Too Late! Mr. Jim Ruta
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| 12 Noon - 1 PM - Buffet Lunch provided | |
1:00
PM - 1:50 PM |
Reaching, Informing and Motivating Mature Adults Mr. Leonard J Hansen |
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2 PM - 2:50 PM
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Critical Path Growth™: Adriane Berg, Creator of the renowned ”Critical Path Growth Method” This is a complete marketing and branding workshop that leads to immediate action in attracting and keeping the baby boom and active senior client. Attendees learn best practices in advertising, seminar selling, media outreach, Internet techniques, and client appreciation programs. Attendees experience accelerated learning techniques, so they can process information quickly, but also so they can teach hard to understand concepts such as annuities, reverse mortgages, tax qualified plans, etc. to others. The cognitive issues that face some senior clients will be explained and the best method of communication will be taught. Attendees will also learn how to approach the “50 year old child,” or family fiduciary--The person responsible for the financial health of a parent or other senior with incapacity. Half of all 60year olds have a living parent. Finally, attendees will learn the single most powerful approach in client development and loyalty--the strategic alliance with professionals such as the elder law attorney, accounting professionals, medical, and hospital and elder care managers. Materials will be included that reflect the renowned goal setting method “Critical Path Growth” tm, used by major financial companies throughout the world, and created by the presenter Adriane Berg, to define and achieve marketing and branding results. |
| Day 3 - Friday September 12 | |
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Continental breakfast served |
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9:00 AM - 9:50 AM
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Baby Boomers, Stretch to Retirement and Beyond Boomer retirement is not and will not be the same as our parents' retirement. New retirees and those retiring tomorrow will be in retirement for almost three times longer than previous generations. The factors of life expectancy, health span, tax rates, investment returns, time, living expenses and demographics are all in motion and interact to present both challenges and opportunities for everyone dealing with an aging marketplace. What do we all need to know, understand and do to better position ourselves and clients for that stretch to a new and evolving meaning of retirement? |
10:00
AM - 10:50 AM |
Grief Recovery and Rebuilding Your Life After Loss Ms. Eileen Joyce |
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11:00
AM - 11:50 AM |
Balancing Act - "Navigating Elderhood"
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12
Noon |
Closing remarks adjourn |
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