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DTSTART;TZID=America/New_York:20240227T170000
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SUMMARY:Empowering Families: Understanding Guardianship/Conservatorship and Alternatives
DESCRIPTION:Have you been told your family member needs court ordered Guardianship or Conservatorship? It is possible to avoid the cost\, time\, and emotional stress of going to court. \nREGISTER HERE \nIn this webinar\, we will discuss:\n– The basics about Guardianship/Conservatorship as well as the alternatives\n– When Guardianship and/or Conservatorship is the only or best option\n– How to initiate the process and how to get named Guardian or Conservator \nWe will also answer questions like: \n– What is Guardianship/Conservatorship and who needs it?\n– What happens when your siblings think they should be Mom Or Dad’s Guardian or Conservator but you are positive you are the better choice?\n– How much does it cost to become Mom or Dad’s Guardian or Conservator?\n– Is Guardianship or Conservatorship permanent? \nPlease come with questions if you have them! Our moderator will be taking questions before and during the webinar for Ron and Judy to answer. We hope to see you there! \nMeet Our Speakers:  \n \nRon Kearns\, R.N.\, Esq. – Nurse Attorney and Shareholder @ Senior Resource Center\, Inc. \nRon graduated from Fitchburg State College with a Bachelor of Science in Nursing. He has been a Registered Nurse for the better part of 39 years both in medical-surgical as well as community health nursing.  Ron graduated with honors from Suffolk University Law School in 1991 and has been a practicing attorney for 33 years concentrating in Elder Law\, Asset Preservation and Estate Planning for the last 20 years.  He is a member of the National Academy of Elder Law Attorneys and the Massachusetts Bar Association. \nRon serves as the Chairperson on the Compliance Committee of the Norwell VNA & Hospice.  He also is active at his Church chairing both the Stewardship and Finance Committees. \nRon utilizes both his nursing and legal backgrounds to help clients devise custom Estate and Medicaid plans.  He educates professionals on the complex subjects of Medicaid regulations and planning and the importance of advocating for seniors and the disabled.Professionally\, Ron also serves as a Trustee on many private as well as charitable Trusts. \nRon and his wife\, Karen\, have two adult children and he lives on the South Shore. Their son\, Rob\, is a climate specialist at the Charles River Watershed Association and is passionate about the environment.  Their daughter\, Lauren\, is a new RN on a medical-surgical floor at Brigham & Women’s Hospital.  Ron enjoys boating\, physical fitness\, sports\, reading\, and spending time with his family. \n \nJudy Flynn\, Esq. CELA* – Attorney and Shareholder @ Falco and Associates P.C. \nAttorney Judith M. Flynn\, CELA is a shareholder in Falco & Associates\, PC and its ancillary business\, Senior Resource Center\, Inc. Judy represents elders and their families in all aspects of elder law and estate planning\, with an emphasis on assisting clients to obtain public care benefits to remain safely in the community\, or to cover nursing home care when necessary. \nJudy currently serves as Vice President of the National Academy of Elder Law Attorneys (NAELA) and will begin serving a one-year term as President of NAELA beginning June 1st. She served as co-chair of NAELA’s State Advocacy Committee for several years\, connecting NAELA members and chapters across the country to collaborate in advocating for the rights of older adults and people with disabilities. She served as president of MassNAELA in 2014 and as President of the Massachusetts Guardianship Association (MGA) in 2010 and 2011. \nJudy was honored as a “Top Woman of Law” by Massachusetts Lawyers Weekly and has received numerous other professional awards\, including Massachusetts “Super Lawyer” in Elder Law (2013–23)\, the MassNAELA President’s Award (2013 and 2016)\, and the 2022 Deborah H Thompson Advocacy Award from MassNAELA. Judy is one of approximately 30 certified elder law attorneys in Massachusetts. \n* Certified as an Elder Law Attorney (CELA) by the non-profit National Elder Law Foundation\, (NELF)\, the only national organization accredited by the American Bar Association (ABA) to offer certification to attorneys in the specialization of elder law. The Massachusetts Supreme Judicial Court (SJC) does not recognize legal specialties for certification. \nREGISTER HERE \n 
URL:https://helpingelders.com/event/empowering-families-understanding-guardianship-conservatorship-and-alternatives/
LOCATION:Zoom Webinar
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DTSTART;TZID=America/New_York:20231017T173000
DTEND;TZID=America/New_York:20231017T183000
DTSTAMP:20260408T054518
CREATED:20231006T184622Z
LAST-MODIFIED:20231023T163138Z
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SUMMARY:Live Webinar: Everything You Need To Know About Medicare Open Enrollment
DESCRIPTION:  \nThis live webinar has concluded. You can view the full presentation here.  \n**** \nAs autumn leaves begin to fall\, Medicare Open Enrollment is just around the corner\, beginning on October 15th. This annual opportunity marks a crucial period for individuals to assess their healthcare needs\, make informed decisions\, and secure the best possible coverage. \nWe’re thrilled to invite you to our upcoming webinar: Everything You Need To Know About Medicare Open Enrollment on October 17th at 5:30 PM. Our dedicated case manager\, Dan Sullivan\, will be your expert guide throughout the presentation. \nWhat is Medicare Open Enrollment? \nMedicare Open Enrollment is the designated period during which eligible individuals can make changes to their Medicare plans. Whether you’re considering switching from Original Medicare to Medicare Advantage\, exploring new prescription drug plans\, or simply reevaluating your current coverage\, this period is designed with your flexibility and choice in mind. \nWho Qualifies for Medicare Open Enrollment? \nMedicare Open Enrollment is available to anyone already enrolled in Medicare Part A and/or Part B. This includes individuals aged 65 and older\, as well as those under 65 with certain disabilities. It’s your chance to tailor your coverage according to your evolving healthcare needs. \nMeet Our Host:  \n \nDan Sullivan – Case Manager @ Senior Resource Center\, Inc. \nDan has over twenty-five years of experience in the elder care industry. \nBeginning as a volunteer delivering Meals-On-Wheels while working his way through college\, Dan has since been involved in numerous aspects of service delivery to the elder population. During his 10 years at South Shore Elder Services\, Dan worked as a Case Manager\, Congregate Housing Manager\, Information Specialist\, Protective Service Investigator and finally as Director of the Information\, Outreach and Referral Department. \nWorking in collaboration with the Centers for Medicare and Medicaid (MassHealth) Services\, Dan helped coordinate and implement community outreach efforts aimed at educating seniors and professionals regarding the roll out of the Medicare Prescription Drug Policy. \nDan has been a Case Manager at Senior Resource Center\, Inc. for more than fourteen years where each day he helps guide families through the complex and confusing healthcare maze educating our clients so they can make informed healthcare and health insurance decisions.
URL:https://helpingelders.com/event/live-webinar-everything-you-need-to-know-about-medicare-open-enrollment/
LOCATION:Zoom Webinar
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DTSTART;TZID=America/New_York:20230427T110000
DTEND;TZID=America/New_York:20230427T120000
DTSTAMP:20260408T054518
CREATED:20230404T185113Z
LAST-MODIFIED:20231023T163217Z
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SUMMARY:Live Webinar: Age in Place or Sell and Downsize? Also\, When to Pre-Pay a Funeral.
DESCRIPTION:This live webinar has concluded. You can view the full presentation here.  \n**** \nCommon Questions and Practical Solutions for Seniors \nJoin Senior Resource Center Inc. in partnership with Falco and Associates P.C. for an educational webinar exploring aging in place\, selling and downsizing\, and when to pre-pay a funeral. This webinar will provide practical solutions for seniors who are considering their options. \nWe’ve partnered with 3 expert panelists who are ready to answer whatever questions you may have on: \n– Reverse mortgage\n-When and how to obtain one\n-Dos and Don’ts\n-Aging in place vs selling and downsizing\n-Tax implications of selling\n-Asset protection on the home or sale proceeds\n-What to do with the sale proceeds\n-Pre-pay funeral(s)\n-Fund an asset protection trust\n-Buy a smaller home\, condominium\, 55+ unit\, etc.  \nMeet Our Panelists:  \n \nAnthony S. Falco\, ESQ (moderator)- President\, CEO & Shareholder @ Falco & Associates\, P.C. and Senior Resource Center\, Inc. \nAs a lawyer in Massachusetts since the 1980s\, Anthony S. Falco came to specialize in matters affecting the elderly. He founded Senior Resource Center\, Inc. in the year 2000. He is a member of the National Academy of Elder Law Attorneys Inc. (NAELA)\, a Charter Board member of the NAELA Seniors Rights Political Action Committee\, former member of the MA-Chapter Public Policy Committee\, a former board member of Lawyers Concerned for Lawyers (LCL) and previous Finance Director and Treasurer to Timothy P. Cahill\, former Treasurer of the Commonwealth of Massachusetts. \nMr. Falco is a Finance degree honors graduate of Suffolk University and holds a Juris Doctor degree from the Stetson University College of Law in Florida. Mr. Falco’s non legal interests and activities include owning and managing residential and commercial real estate\, coaching and or managing various youth sports teams\, maintaining physical Fitness through nutrition and exercise and being actively involved with many charities\, mostly focused on addiction and recovery. He is married and the father of six children and five grandchildren. \n \nHelen Shiner – Broker/Owner @ Shiner Group Realtors \nThere are plenty of impressive numbers to characterize Helen Shiner’s real estate career. A successful real estate broker for 10 + years\, a top producer in the South Shore and countless transactions. For Helen\, the dedication that drives her real estate career is not in the numbers\, it is in the relationships she builds with clients and colleagues. \nHelen’s love of connecting with and helping others is what makes her an effective and successful broker. The web of relationships Helen has created over the years are an invaluable resource for her clients benefit. Do not be surprised if Helen already has a buyer in mind for your listing\, is the first with a lead on a great property or has just the fix for a daunting problem that arises. \nRelationships are also the reason Helen has been driven to build a wealth of knowledge and experience in real estate\, and the reason she picks up her phone or answers an email at all hours (just ask her family!). \nThree words to describe Helen Shiner? Experienced\, connected\, and responsive. \n \nStephen R. Pepe\, JD – Reverse Mortgage Consultant @ Longbridge Financial\, LLC \nStephen R. Pepe\, JD is a reverse Mortgage Consultant with Longbridge Financial\, LLC.  He earned his JD from Suffolk University Law School in 1998 and previously practiced law in the areas of residential real estate conveyancing\, land use\, summary process and estate planning.  Steve is a former AARP Foundation-certified reverse mortgage counselor and an active member of the National Academy of Elder Law Attorneys\, the Boston Estate Planning Council\, the Norfolk and Plymouth Estate Planning Council\, and the Boston Society of Financial Service Professionals.  Steve is a frequent contributor in print and radio and a CLE panelist on the topic of reverse mortgages.  He lives in Milford\, Massachusetts with his wife Kerry and has been an avid drummer since age 8.   \n \nJoseph M. Reardon – Vice President for Community Development and Advance Planning @ Keohane Funeral Home \nJoseph M. Reardon serves as Vice President for Community Development and Advance Planning with Keohane Funeral Home. Keohane is full-service funeral provider with locations in Quincy\, Weymouth and Hingham.  \nA licensed funeral director and Certified Preplanning Consultant\, Joe specializes in assisting families prepare in advance of the time of need. With 30 years of experience in the industry\, he has earned a solid reputation for his expertise in all aspects of funeral service and advance planning especially as it relates to Medicaid eligibility requirements. \nJoe is also very involved in the community. He currently serves as a member and Past-President of the Board of Directors of Manet Community Health Center\, a trustee of Milton Cemetery\, Chair of the Norfolk County Advisory Board\, and as a member and Past-President of the Quincy Lions Club.  He also coaches youth sports and gives of his time to Quincy Asian Resources\, Inc. and St. Agatha Parish. Joe lives in Milton with his wife Jeannine and their children Maggie and Jack. \nHis presentation focuses on the benefits of making funeral related decisions in advance of the time of need. It will offer insight into the value of the funeral and the benefits of ensuring that one’s family is cared for when death occurs.
URL:https://helpingelders.com/event/live-webinar-age-in-place-or-sell-and-downsize-also-when-to-pre-pay-a-funeral/
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