Santa Barbara Luncheon Series: Challenges of Long-Term Care: The Good, the Bad, and the Ugly
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OCT
16
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A Santa Barbara Group Sponsored Event
Lunch and refreshments will be provided.
Navigating care for yourself, loved ones or close friends can be challenging. Caring from afar has become more common and learning to identify options, community of resources and trusted partners in care has become more confusing. Additionally, the landscape of options and the regulations have changed significantly in the last few years. One of the most common questions and concerns is what type of care is covered with insurance and how to differentiate options and the related costs. We will cover topics such as the risks of hiring private duty care, the state of the long-term care insurance industry as well as a new hot topic - Hospice Fraud and Abuse.
Jessica Solomon | Jessica Solomon joined LivHOME in 2004 as an Elder Care Consultant. She is a marketer and consultant in the senior care industry, helping families and their loved ones navigate and identify home care resources and living options. Jessica considers herself a professional connector and relationship manager before anything else. Over the last 20 years she has built an incredible network of friends, business professionals, trusted advisors, and quality resources. She prides herself on cultivating her network and offering her time and attention to all the relationships and resources that she has been so fortunate to develop, which support her in being a resource to others. Back To Top ^^
Brad Tisdale | Brad Tisdale has specialized in long-term care funding since 1995 and has assisted numerous families with solutions that provide access to quality care and protection from the financial devastation associated with custodial care costs. He is involved in many aspects of the long-term care industry and continually educates other agents and financial professionals on new legislation, product development and market trends. He is a member of the California State Partnership Agent Advisory Committee for long-term care, and past president of the Santa Barbara chapter of NAIFA, the National Association of Insurance and Financial Advisors. Back To Top ^^
Lunch and refreshments will be provided.
Navigating care for yourself, loved ones or close friends can be challenging. Caring from afar has become more common and learning to identify options, community of resources and trusted partners in care has become more confusing. Additionally, the landscape of options and the regulations have changed significantly in the last few years. One of the most common questions and concerns is what type of care is covered with insurance and how to differentiate options and the related costs. We will cover topics such as the risks of hiring private duty care, the state of the long-term care insurance industry as well as a new hot topic - Hospice Fraud and Abuse.
Jessica Solomon | Jessica Solomon joined LivHOME in 2004 as an Elder Care Consultant. She is a marketer and consultant in the senior care industry, helping families and their loved ones navigate and identify home care resources and living options. Jessica considers herself a professional connector and relationship manager before anything else. Over the last 20 years she has built an incredible network of friends, business professionals, trusted advisors, and quality resources. She prides herself on cultivating her network and offering her time and attention to all the relationships and resources that she has been so fortunate to develop, which support her in being a resource to others. Back To Top ^^Brad Tisdale | Brad Tisdale has specialized in long-term care funding since 1995 and has assisted numerous families with solutions that provide access to quality care and protection from the financial devastation associated with custodial care costs. He is involved in many aspects of the long-term care industry and continually educates other agents and financial professionals on new legislation, product development and market trends. He is a member of the California State Partnership Agent Advisory Committee for long-term care, and past president of the Santa Barbara chapter of NAIFA, the National Association of Insurance and Financial Advisors. Back To Top ^^ | Registration Fees $5 (Members) | $25 (Non-Members) SIGN UP FOR UPDATES FROM THE SANTA BARBARA GROUP |
Payment Information
We accept the following:
If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
Mail Check To:
We accept the following:
If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
Mail Check To:
CFA Society of Los Angeles, 520 S. Grand Ave, Suite 655, Los Angeles CA 90071.
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Chairs:
Falko Hörnicke, CFA®, CFP® and George Tharakan, CFA
Falko Hörnicke, CFA®, CFP® and George Tharakan, CFA
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
