Schedule of Events

Thursday, August 24, 2023

Interested in viewing sessions from a particular track?
Select from Finance & Insurance, Healthcare & Homecare or Aging Trends for a full list of sessions.

7:15 am - 8:15 am
Continental Breakfast - Sponsored by Retirement Genius
8:20 am - 9:50 am
OPENING KEYNOTE - Storytelling for Business
Speaker: Matthew Luhn 
9:50 am - 10:15 am
Networking and Coffee Break - Sponsored by FutureVault
10:15 am - 11:15 am
How Did I End Up With So Much Stuff?
Track: Aging Trends
Speaker: Diane N. Quintana  Speaker: Jonda Beattie 
10:15 am - 11:15 am
Antidotes for Ageism: A Guide to Creating Age-Inclusive Healthcare Experiences
Track: Healthcare & Homecare
Speaker: Kris Geerken 
10:15 am - 11:15 am
Can We Overcome the Retirement Crisis in America?
Track: Finance & Insurance
Speaker: Chris Orestis 
11:15 am - 12:45 pm
Service to Seniors Awards Luncheon - Sponsored by i65
12:45 pm - 1:45 pm
Capturing the Hearts of Senior Consumers
Track: Aging Trends
Speaker: Paul W. Flowers 
12:45 pm - 1:45 pm
Medicare Pain Points
Track: Finance & Insurance
Speaker: Diane Omdahl 
12:45 pm - 1:45 pm
Bridging Digital Health Access in Your Community
Track: Healthcare & Homecare
Speaker: Jean Ross 
1:55 pm - 2:55 pm
Sponsored Session - How Grey Divorce is Impacting both Seniors and Financial Advisors, by IDFA
Track: Aging Trends
Speaker: Carol Lee Roberts 
1:55 pm - 2:55 pm
Sponsored Session - Medicare & Underserved Markets - How ABLE Accounts can Financially Empower People with Disabilities, by Advocate Financial & AMDA
Track: Finance & Insurance
Speaker: Amy Corbin  Speaker: John Becker 
2:55 pm - 3:20 pm
Networking Break - Sponsored by FutureVault
3:20 pm - 4:20 pm
Bringing Added Value to Clients: The Importance of Secure Personal Life Management Documents
Track: Aging Trends
Speaker: Franklin Tsung  Speaker: G. Scott Paterson 
3:20 pm - 4:20 pm
Everything You Know About Social Security Is Probably Wrong
Track: Finance & Insurance
Speaker: Sylvia Gordon 
3:20 pm - 4:20 pm
Tools for Building Prosperous Partnerships
Track: Healthcare & Homecare
Speaker: Megan Hix 
4:30 pm - 5:30 pm
People, Property, Programs, and Plans - The Four P's of Financial Caregiving
Track: Finance & Insurance
Speaker: David W. Russell 
4:30 pm - 5:30 pm
Successfully Managing Dementia Family Members
Track: Healthcare & Homecare
Speaker: Pam Ostrowski 
4:30 pm - 5:30 pm
Combatting Isolation Through Technology
Track: Aging Trends
Speaker: Jamie Jones 
6:00 pm - 7:30 pm
Thursday Night Reception - Sponsored by FutureVault

Sponsorships

There are a wide variety of Sponsorship options, including a-la-cart packages, allowing you to showcase your products and services in the most effective way possible.

Keynote Speakers

We are very excited about the Keynote Speakers for this years conference! Biographies for both speakers are available on the conference website.