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January 18 2017 - Morning Education Meeting
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When: Wednesday, January 18, 2017
8:30 AM - 10:00 AM
Where: Berkeley College
3 E. 43rd Street
Room 402
New York, New York  10017
United States

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Date: Wednesday, January 18, 2017

Time: 8:30 AM - 10:00 AM

NEW Location:

Berkeley College
3 E. 43rd Street
Room 402
New York, NY 10017

Topic: Crisis LTC Planning



Daniel Timins Esq., CFP® - Law Offices of Daniel Timins

Susan Keating, CASP - Principal of Honora Care Management & Consulting

Don Poole - Life Care Funding co-founder


Program Description:
This education session will bring a trio of experts to discuss how to plan for clients who experience a need for long term care for either themselves or their spouse when little or no prior planning has been done. With national surveys consistently finding that many people over 40 have done no LTC planning at all - and that many others mistakenly believe Medicare will provide funding - along with declining sales in tradition LTC insurance, this is a situation many planners are likely to encounter in the future. Our expert panel will discuss the various aspects that need to be addressed - including protecting income and assets, finding adequate and appropriate care, and funding that care. They will bring case studies from their own practice that will discuss Medicaid planning, exploring alternative care providers, and traditional and alternative funding sources for LTC needs.

Learning Objective:
This session will teach participants to identify activities of daily living that can trigger the need for long-term care. Develop an appropriate long-term care insurance plan based on needs, financial resources, cost, and insurance availability. It will explain common eligibility requirements, how assets are treated in determining eligibility, and how asset transfers may be subject to a look back period for Medicaid coverage. It will differentiate between mandatory benefits and optional benefits, particularly how they apply in New York State. Identify planning strategies, in accordance with Medicaid regulations, to maximize client benefits and available resources including spousal refusal and explain the subsequent estate recovery implications for Medicaid recipients.

Level of Complexity: Intermediate


Applying for 1.5 CFP® CE credits with the CFP Board. You can also earn 1.5 CPE credits for NY licensed CPAs.

Registration Fees:

FPANY Member - Free
Non-FPANY Member - $50
NYU Student - Free (Please contact us at to register.)


Bring your own breakfast, coffee, tea, etc.


Daniel Timins Esq., CFP® - Law Offices of Daniel Timins - Daniel Timins is an attorney and a Certified Financial Planner®. He specializes in Estate Planning, Elder Law, and Medicaid Planning. As a past member of the New York City Bar Association's Trusts, Estates and Surrogate's Committee, Mr. Timins helped to draft proposed state legislation for estate law issues in New York. He has taught continuing legal education classes at Pace Law School and has been a contributing author to several written works and educational programs.

Susan Keating, CASP - Principal of Honora Care Management & Consulting - Susan E. Keating is an Aging Life Care Professional working in aging services since 2001, most recently of The Osborn Retirement Community in Rye, NY as Resident Services Director. Prior to The Osborn, Susan was a Social Worker at Burke Rehabilitation Hospital in White Plains, NY. In addition to her Bachelor degree in Social Work from Adelphi University, Susan holds an Advanced Certificate in Long Term Care from Long Island University. She is an Advanced Professional member of Aging Life Care Association, certified member (CMC) of the National Academy of Certified Care Managers (NACCM), and Certified Aging Services Professional (CASP) from the University of North Texas, a graduate of LeadingAge New York's IGNITE Leadership Academy and a member of the National Association of Social Workers. She is currently the principal of Honora Care Management & Consulting, which helps seniors and their families develop customized planning solutions for geriatric care needs.

Don Poole - Life Care Funding - Don Poole co-founded Life Care Funding (LCF) in 2007 -a company that specializes in converting a current life insurance policy into a Long Term Care Benefit Plan to help pay for any form of senior care, including Home Care, Assisted Living, Skilled Nursing and Hospice. Before starting LCF Don co-founded and served as Managing Partner at Trinity Medical Services - leasing and selling Specialty Mattresses and supporting clinical services for the prevention and treatment of pressure ulcers to long term care facilities and rehabilitation hospitals.




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