8:00 am - 9:00 am

Session 1

9:00 am - 10:00 am

10:00 am - 11:00 am

11:00 am - 12:00 pm

12:00 pm - 1:00 pm

1:00 pm - 2:00 pm

2:00 pm - 3:00 pm

Session 2

Session 3

Sponsors and Lunch Break

Session 4

Session 5

Session 6


8:00 am - 9:00 am

Bill Kurtz

UBS Financial Services, Inc.

Retirement Planning for Seniors

This presentation will inform attendees about retirement planning
through a different lens - the bucket approach.  It will address the four buckets
retirees need to consider:  1) Income Bucket, 2) Liquidity Bucket, 3) Longevity
Bucket and 4) Legacy Bucket.


9:00 am - 10:00 am

Peggy Sage

Independent Financial

What Everyone 62 and Older Should Know About the HECM Loan

The presentation includes the pros and cons of Reverse Mortgages,
the many ways it can be used, what happens after the homeowner leaves and a
clear explanation of costs, timing, and the process. Attendees leave knowing what
to expect if they decide to explore it in more detail with any lender and what kind
of reverse mortgage they may choose.

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10:00 am - 11:00 am

Dr. Debby Baker

Community Grief Center

Navigating Your Grief When People are too Helpful

This seminar focuses on how grief can be interrupted by well-meaning friends and relatives who want individuals to grieve a certain way.  These well-meaning individuals can hijack pain and interrupt the grieving process.  This presentation asks attendees to participate and share their experiences and discuss healthy ways
to grieve.

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12:00 pm - 1:00 pm

Most seniors want to leave a legacy of some kind for their descendants. The presentation will educate and inform participants on how to leave a legacy of family history for future generations.  It will include a how-to demonstration by the use of a Smart Phone using a volunteer from the audience.

Matt Meuli

Meuli Law Office, PC

Keeping Your Assets Safe and SECURE Act – IRS, Medicaid, and Nursing Homes, Oh My

Attendees will learn what the SECURE Act does and strategies to help protect loved ones. The presentation will review and amend Revocable Living Trust (RLT) or Standalone Retirement Trust (SRT). Mr. Meuli will consider additional trusts, review intended beneficiaries, and discuss other strategies.


1:00 pm - 2:00 pm

Being a caregiver for a loved one is one of the most difficult jobs a person will have.  When stress is not managed, one can become exhausted, angry, and physically ill and riddled with guilt.  Learn to identify your own personal stressors, as well as techniques to reduce stress so you can thrive as a caregiver!  The information from this program is part of the Powerful Tools for Caregivers class, a 6 week class for family caregivers that focuses on self-care, improving communication skills and increasing self-confidence.

Mark Fetterhoff, AARP Elderwatch

Technology and Scams: Staying Safe on the Internet

With the increased use of the internet, email and smartphones, there are now more ways than ever for scammers to contact their victims.  This presentation will equip attendees with information on recognizing scams on the internet, social media and email.  It will provide attendees with ways of avoiding
contact from scammers.


2:00 pm - 3:00 pm

Discover how nutrition and hydration status can change as it relates to the impact of diagnosis; such as Diabetes, Hypertension, Chronic Obstructive Pulmonary Disease, Heart Disease, Gastroesophageal Reflux Disease, Kidney Disease etc. The effects on the body will also be identified if chronic illness is not controlled. Laboratory values will be discussed determining the impact of low nutrient and the changing fluid intake and absorption. 

Christina Schneider and Gil Atanasoff, Senior Helpers/Loved Ones Verified (LOVe)

TeleCare 24/7 Support for Loved Ones Aging in Place

Attendees will learn how telecare offers continuous communication with the individual’s care circle. Family, friends, caregivers, health care professionals and many more, who are all involved in that person’s care, can stay on the same page. Telecare includes features to track visits, along with video logs, daily monitoring
of activities, health metrics, and options for in-person check-ins provided by staff.

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