Conference Schedule
Monday, August 26
Monday, August 26, 2024
Guests may also enjoy the offerings at The Wigwam Resort, such as indulging in the luxurious onsite spa, relaxing by any of the three onsite pools, or utilizing the well-equipped fitness center.
2:00 pm - 5:00 pm
WORKSHOP: Creating a Thriving Business While Helping Older Adults
Speaker
Pam Ostrowski
Pam Ostrowski
Tuesday, August 27
Tuesday, August 27, 2024
Full day of sessions and events from 7:30am to 7:30pm.
8:30 am - 9:40 am
OPENING KEYNOTE: Ignite Unstoppable Momentum™: Harness the Power of Adaptability, Resilience, and Mindset in a Rapidly Changing World that NEVER. SLOWS. DOWN.
Speaker
Kim Becking
Kim Becking
10:05 am - 11:05 am
Our Stuff: Why We Collect and How to Let Go
Track: Aging Trends
Track: Aging Trends
Speaker
Denise Lee
Denise Lee
10:05 am - 11:05 am
Working with Clients Confronting Diminished Capacity
Track: Finance & Insurance
Track: Finance & Insurance
Speaker
Michael Haubrich
Michael Haubrich
10:05 am - 11:05 am
AI and the Radical Transformation of Medicine as We Know It
Track: Healthcare & Home Care
Track: Healthcare & Home Care
Speaker
David Moyer
David Moyer
11:15 am - 11:45 am
Normal Aging - Lessons from the Baltimore Longitudinal Study of Aging [BLSA]
Track: Aging Trends
Track: Aging Trends
Speaker
Dr. Jan Vinita White
Dr. Jan Vinita White
11:15 am - 11:45 am
Should You Recommend Roth Conversions?
Track: Finance & Insurance
Track: Finance & Insurance
Speaker
Dawn Noble
Dawn Noble
11:15 am - 11:45 am
You're Suing Me BECAUSE I Kept Your Mom Alive? Avoiding Wrongful Life Lawsuits
Track: Healthcare & Home Care
Track: Healthcare & Home Care
Speaker
Althea Halchuck
Althea Halchuck
12:45 pm - 1:45 pm
Medicare in 2024: Promises vs. Reality
Track: Finance & Insurance
Track: Finance & Insurance
Speaker
Diane Omdahl
Diane Omdahl
12:45 pm - 1:45 pm
A Look Inside the Pillbox: Potentially Inappropriate Medications in Older Adults
Track: Healthcare & Home Care
Track: Healthcare & Home Care
Speaker
Hedva Barenholtz Levy
Hedva Barenholtz Levy
1:55 pm - 2:55 pm
SPONSORED SESSION: Economics, Demographics and Politics Impacting the NEW Retirement
Track: Finance & Insurance
Track: Finance & Insurance
Speaker
Chris Orestis
Chris Orestis
1:55 pm - 2:55 pm
SPONSORED SESSION: Winning in Retirement | How $12 Trillion is Being Utilized to Improve Retirement in America
Track: Finance & Insurance
Track: Finance & Insurance
Speaker
Rob Kanyur
Rob Kanyur
3:20 pm - 4:20 pm
The Silent Epidemic: Alcohol Use Disorder Among Older Adults
Track: Aging Trends
Track: Aging Trends
Speaker
Sonny Sorrentino
Sonny Sorrentino
3:20 pm - 4:20 pm
Process with Purpose - Increasing your Quality of Life by Becoming a Better Advisor
Track: Finance & Insurance
Track: Finance & Insurance
Speaker
John Kailunas II
John Kailunas II
Speaker
Kevin Berwald
Kevin Berwald
3:20 pm - 4:20 pm
The Practical, Financial, and Legal Aspects of Direct Hire Live-in Care
Track: Healthcare & Home Care
Track: Healthcare & Home Care
Speaker
David Petroski
David Petroski
4:30 pm - 5:30 pm
Winning Strategies for Working with Family Caregivers: Lessons from Family Game Night©
Track: Aging Trends
Track: Aging Trends
Speaker
Darra Wray
Darra Wray
Speaker
Dr. Anne Kenny
Dr. Anne Kenny
Speaker
Dee Childers
Dee Childers
4:30 pm - 5:30 pm
The Unaddressed Aging Chasm: When Does Retirement Planning End & Senior Care Planning Begin?
Track: Finance & Insurance
Track: Finance & Insurance
Speaker
Jon Thomas
Jon Thomas
Speaker
Matthew Smith
Matthew Smith
4:30 pm - 5:30 pm
A Loving Approach to Dementia Care - Raising Dementia Awareness Worldwide
Track: Healthcare & Home Care
Track: Healthcare & Home Care
Speaker
Laura Wayman
Laura Wayman
Wednesday, August 28
Wednesday, August 28, 2024
Full schedule of sessions and events from 7:15am to 3:40pm.
8:10 am - 9:20 am
PLENARY SESSION: Leverage AI to Create Personalized Client Experiences
Speaker
Angela Green Urbaczewski
Angela Green Urbaczewski
10:15 am - 11:15 am
SPONSORED SESSION: Why Divorce Really is a Woman's Issue
Track: Aging Trends
Track: Aging Trends
Speaker
Carol Lee Roberts
Carol Lee Roberts
10:15 am - 11:15 am
SPONSORED SESSION: Mom Fell Again™ - Financial Survival for Families in the Grip of Dementia
Track: Finance & Insurance
Track: Finance & Insurance
Speaker
Kerry Morris
Kerry Morris
11:25 am - 11:55 am
Breaking Barriers: A Strategic Approach to Navigating Critical Conversations in the Aging Parents' Journey
Track: Aging Trends
Track: Aging Trends
Speaker
Emily Sharpe
Emily Sharpe
11:25 am - 11:55 am
Can you Compare the Cost of Assisted Living Apples to Apples?
Track: Healthcare & Home Care
Track: Healthcare & Home Care
Speaker
Valerie Borgman
Valerie Borgman
11:55 am - 12:50 pm
Luncheon & Jeff Henson Scholarship Awards - Sponsored by GTM Payroll & HR Services
12:50 pm - 1:50 pm
Senior Scams: Fraud Awareness & Prevention
Track: Aging Trends
Track: Aging Trends
Speaker
Brian Watson
Brian Watson
12:50 pm - 1:50 pm
Working with Senior Caregiving Trusts and Trustees
Track: Finance & Insurance
Track: Finance & Insurance
Speaker
David W. Russell
David W. Russell
12:50 pm - 1:50 pm
Compassion Fatigue: The Warning Light on the Dashboard
Track: Healthcare & Home Care
Track: Healthcare & Home Care
Speaker
Dr. E. Ayn Welleford
Dr. E. Ayn Welleford
2:00 pm - 3:00 pm
Lights, Camera, Action: Broadcasting for Boomer Reach
Track: Aging Trends
Track: Aging Trends
Speaker
Katherine Ambrose
Katherine Ambrose
2:00 pm - 3:00 pm
The Secondary Market for Life Insurance: Current Trends, New Applications
Track: Finance & Insurance
Track: Finance & Insurance
Speaker
Peter Hershon
Peter Hershon
2:00 pm - 3:00 pm
Driving Under the Influence of Dementia
Track: Healthcare & Home Care
Track: Healthcare & Home Care
Speaker
Matt Gurwell
Matt Gurwell