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Moving into Medicare: Transitions for Working People, Retirees, Medicaid Recipients and Marketplace/Exchange Participants (2013)

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As individuals approach Medicare from other insurance, including coverage through state/federal exchanges/marketplaces, they face complicated decisions. We will give you the tools to help your clients move seamlessly into Medicare and avoid costly common pitfalls. Presented by Casey Schwarz, The Medicare Rights Center, Andrea Callow, Center for Medicare Advocacy, Inc.
$0.00
$129.00
$129.00

Pension Basics, Strategies, and Resources for Elder Law Advocates (2012)

Product Details:
Review of basic pension concepts and focus on practical strategies and helpful resources elder advocates can use to assist their lower-income clients in obtaining the retirement benefits they have earned. Presented by Rebecca Davis, Legal Director, Pension Rights Center; Mary Ellen Signorille, Senior Attorney, AARP Foundation; Valerie B. Soroka, Aging Services Program Specialist, U.S. Administration on Aging Office of Elder Rights; and Jay E. Sushelsky, Senior Attorney, AARP Foundation Litigation as part of the 2012 National Aging and Law Institute.
$0.00
$129.00
$129.00

Retirement Planning for Families With Special Needs (2018)

Product Details:
In this session you will prepare an estate plan for a couple who is retiring with retirement funds and has an adult child with disabilities. You will complete designations for their retirement accounts and coordinate estate documents with the title on the accounts. You will learn the key provisions to include in a testamentary supplemental needs trust and inter-vivos supplemental needs trust to be able to stretch out qualified retirement plan benefits. You will learn how the couple's retirement may affect the child's ongoing benefits.
$0.00
$199.00
$199.00

Reverse Mortgages-Myth vs. Realities

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This two hour program will cover reverse mortgages, from an introduction to the topic to the complex world of ethical and legal implications as it relates to seniors equity.
$0.00
$99.00
$99.00

Social Security Workshop (2018)

Product Details:
Explore the four core areas of Social Security including real-life client scenarios (includes 4 bundled sessions on couples, families, Medicare ABCD and Disability-based planning.
$0.00
$755.00
$755.00

Social Security: Calculating Family Benefits (2018)

Product Details:
Learn how to calculate a family benefit for dependents and survivors and advise a widow/widower as to his/her benefits and the effect, if any, that remarriage and/or earnings and/or assets has on these benefits for the survivors and dependents of a disabled wage earner.
$199.00
$0.00
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The Future of Long-Term Care (2013)

Product Details:
Past President Judith Stein was recently appointed by House Democratic Leader Nancy Pelosi to the National Commission on Long Term Care. Hear the latest plans that the Commission has for developing a high-quality, long-term care system. Presented by Judith Stein, JD, Executive Director, Center for Medicare Advocacy, Inc.
$0.00
$129.00
$129.00

Understanding Medicare (Parts A, B, C and D) (2018)

Product Details:
Learn to apply the Medicare statues and regulations to determine whether your client's care should be covered by Medicare. Differentiate Medicare's benefits provided at home, in a hospital, in a skilled nursing facility and in a rehabilitation facility. Determine whether a coverage determination presented to you is correct.
$0.00
$199.00
$199.00

Using Microsoft Excel for IRA Planning (2016)

Product Details:
Many clients come to the estate planning/elder law attorney with large retirement accounts. In this session, attendees will learn how to use Microsoft Excel to create basic financial planning illustrations that show the value of retirement assets over time so that you can better advise clients on planning techniques to maximize their assets. Often, simply showing and explaining the illustrations to the client will increase utilization of trusts for preserving their retirement accounts. And who better to prepare those trusts than their trusted legal advisor and attorney. Presented by Mark D. Munson, CELA
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$199.00
$199.00