Living a Life of Intention and Meaning: The Addition of Ethical Wills/Legacy Letters to the CSA’s Toolbox

Thursday, January 15, 2015 with Dr. Barry K. Baines at 2:00 PM EST, 1:00 PM CST, 12:00 PM MST and 11:00 AM PST

In this highly interactive webinar, you will be introduced (at a professional and personal level) to the concept of Ethical Wills/Legacy Letters, a vehicle to record and share values, beliefs, faith, life lessons, hopes and dreams, gratitude, love and forgiveness with family, friends, and community.  You will have an opportunity to experience and participate in two activities to begin the process of creating your own ethical will. Data on how creating an Ethical Will/Legacy Letter improves quality of life will be reviewed. Options for incorporating the addition of Ethical Will/Legacy Letter services within the CSAs practice will be presented.

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Helping Your Clients with Medicare Decisions

Thursday, February 19, 2015 with Liz Tredennick at 2:00 PM ET, 1:00 PM CT, 12:00 PM MT and 11:00 AM PT

Medicare is a confusing and complex program. With 10,000 people a day turning 65 in America there are many people needing to figure out their best Medicare choices.  If they are still working, do they need to do anything?   Is Medicare coverage better than employee or retiree coverage?  If they are leaving employment and heading to Medicare how do they choose between a Medicare Supplement and Medicare Advantage Plan?  And how about Medicare Part D prescription drug coverage?

Join us for a discussion on Medicare decisions and how to point your client to the best choices for their Medicare needs.

Liz Tredennick has been a CSA since February 2014.   She has 9 years’ experience with Medicare and was director of the Colorado SHIP  (State Health Insurance Assistance Program), a grant-funded program of Medicare to assist people with Medicare education, questions and issues.   She is a licensed insurance agent now and takes pride in taking the complex subject of Medicare and making it simple to understand.

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