An early happy Thanksgiving Holiday to all of you!
I wanted to let everyone know that the earlybird pricing deadline for
the Symposium on Retirement & Aging is Monday, Nov 21.
We have a great schedule of speakers on December 6th & January 24th
at the Irvine/Orange County Airport Hilton Hotel beginning at 11:30am
each date.
Faye Blix and Frank Van Nostrand will again host the eldercare
portion of the Symposium on December 6th answering questions about
the new Estate Recovery regulations and enactment, available
formularies for Medicare Part D beneficiaries and Medi-Cal
eligibility and service provider changes.
January 24th will cover the financial planning part of the Symposium.
Mitchell Freedman will present practice techniques for helping
clients investment during retirement years and tax savings &
investment return considerations when spending down their investment
and retirement plans.
Judy Pettigrew will review differences in long term care policies and
coverage as well as offer some sample pricing comparisons between
plans.
You can find a sign-up flyer on the "FILES" page of the yahoogroups
list. Please fax or send your flyer with payment to Jim Kirby's
office. If you have any questions, you can contact Jill at (714) 203-
8900 or Michael Bader at (714) 544-1844.
Please help support the combined efforts of our eldercare and
financial planning committees by signing up and attending, what
promises to be, an excellent MCLE and CE event for our chapter.
Respectfully,
Michael Bader, Esq
Certified Public Accountant
www.MySeniorCareAdvisor.com