Agenda

8:30 AM – 8:35 AM
Welcome & Announcements

8:35 AM – 9:50 AM
Regulatory & Legal Concerns for Eldercare Planning in 2025
Eldercare planning sits at the crossroads of financial planning and laws that aim to safeguard the dignity and safety of seniors. Explore the top legal trends in eldercare for 2025, including Michigan’s Uniform Power of Attorney Act of 2024, tax law changes and potential extensions and expirations of certain Tax Cuts and Jobs Act provisions.
Christopher W. Smith, JD – Attorney, Chalgian & Tripp Law Offices, PLLC, Southfield
Credits: 1.5 OT

10:00 AM – 10:50 AM
A Dignified Approach to Diminishing Mental Capacity
Planning ahead for potential loss of mental capacity is an essential topic all financial planners should address with their clients, young and old, but what if signs of decline are already present? Examine strategies and best practices for assisting clients experiencing loss of mental capacity, including how to address concerns of exploitation and harmful influence.
Sandra D. Adams, CFP – Lead Financial Planner/Partner, Center for Financial Planning, Inc., Southfield
Evie Lynn Breuer, LMSW, CDP – Senior Director, Community Outreach & Wellness, Jewish Family Service of Metro Detroit
Credits: 1.0 OT

11:00 AM – 12:15 PM
Planning for Change in Medicare (CFP)
Changes in federal policy can have sweeping implications for Medicare recipients, demonstrated by recent policies enacted within the past two years alone. Explore the latest updates, including changes to premiums and benefits, and create a checklist of considerations to determine the best strategies for applying and selecting the best plan.
Joanne Giardini-Russell – Medicare Specialist, Giardini Medicare, Howell
Credits: 1.5 OT

12:15 PM – 12:55 PM
Break for Lunch

12:55 PM – 2:10 PM
Family Meetings: Management and Mediation
Eldercare planning is a family affair, requiring ongoing commitment and communication between a client’s family members. Learn how to conduct productive family meetings by understanding individual family dynamics and determine strategies for approaching sensitive topics that can cause or exacerbate tensions. Use case studies to gain a deeper understanding of common eldercare concerns, including memory issues, elder abuse, post-death administration and more.
Brian R. Jenney, LL.M. in Taxation, J.D., B.S. – Shareholder, Kemp Klein Law Firm, Troy
Karen M. Keeler, LMSW, ACSW – Clinical Social Worker, Northwest Counseling & Psychotherapy Center, Farmington Hills
Stuart Sakwa, MST, CSEP – Principal, Schlaupitz Madhavan, P.C., Troy
Moderator: Dawn Trotto, CPA – President, On the Horizon, PLLC, Troy
Credits: 1.5 OT

2:20 PM – 3:35 PM
A Proactive Approach to Planning & Advocacy
Ideally, planning for eldercare issues would happen long in advance of any crisis or sign of diminishing client status. Discover effective strategies for proactive care planning, including when and how to raise the issue, when to make recommendations, how to advise on hiring a care coordinator and, crucially, how to be an effective advocate and resource for your client.
Ryann Feldman, LMSW – Clinical Manager, Feinberg Consulting, Inc., West Bloomfield
Sanford J. Mall, JD, CELA, CAP – Founder and Senior Partner, Mall Malisow & Cooney, PC, Farmington Hills
Credits: 1.5 OT

3:45 PM – 4:35 PM
Demystifying the Nuances of Special Needs (CFP)
Every elder care plan is different, but planning for eventual or preexisting disabilities includes special nuances and consideration. Review the basics of planning for both short-term and long-term care for clients with disabilities, including the role of special needs trusts. Plus, investigate special need resources, including MiABLE Accounts, and how to manage them effectively.
Raymond T. Rowe, CPA, JD – Attorney, Raymond T. Rowe PC, Troy
Credits: 1.0 OT

4:35 PM
Program Adjournment

Technical Difficulties? Use the chat function on the right to get help, or you may call (785) 274-9105.
(Please leave a message if we are busy helping others.)