Person Archives - Professional Fiduciary Association of California

Are They Prepared? Crisis Planning for Clients and the Role of the Fiduciary

Cost: $50 PFAC Member – $70 Non-Member Speaker: Ann Koerner, RN, BSN, CRRN CEU Awarded: 1.0 Person Presented Date: N/A About the Course Crisis Planning for Clients with Special Needs and the Role of the Fiduciary Ann Koerner, RN, BSN, CRRN Ann Koerner is President and Founder of National Care Advisors – a […]

A “How To” Guide for Public Benefits in California

Cost: $75 PFAC Member – $105 Non-Member Speaker: Kimberly McGhee, Esq. MCLE/CEU Awarded: 1.5 Presented Date: 05/04/2021 About the Course A nuts and bolts guide to Medi-Cal, SSI, Section 8 and Regional Center benefits and how to access those benefits. Kimberly McGhee, Esq. Ms. McGhee is an elder law attorney with Black & McGhee, A […]

The Neuropsychological Approach to Capacity: A Deeper Dive

Cost: $100 PFAC Member – $140 Non-Member Speakers: Dr. Jonathan Canick, Ph.D. CEU Awarded: 2.0 Person Presented Date: 11/12/2020 About the Course Dr. Jonathan Canick, Ph.D., will be presenting educational information to help fiduciaries more deeply understand the neuropsychological capacity approach. Objectives include: Provide insight into what neuropsychologists do according to their professional […]

Where’s the FUN in DysFUNctional Families: Interactive Case Studies

Cost: $75 PFAC Member – $105 Non-Member Speaker: Robert Earnest, Judge Mary Thornton House, Brenda Shorkend and Lauriann Wright, Esq. CEU Awarded: 1.5 CE/MCLE Person Presented Date: 08/06/2020 About the Course Through interactive case studies, this panel demonstrates how Professional Fiduciaries can team up with an Aging Life Care Manager and trusted counsel […]

Current Issues in Conservatorships: Assuring the Best Interests of Elders and the Vulnerable are Protected

Cost: $50 PFAC Member – $70 Non-Member Instructors: Hon. Judge David J. Cowan, Tamila Jensen, Esq., and Scott McDonald MCLE/CEU Awarded: 1.0 Person Presented Date: 08/23/2020 Recent media coverage regarding Fiduciary practices has led to some passionate discussion regarding Conservatorships and the Probate System in California. The “gray area” of client best interest has come under heated […]

The (Not So) Dumb Questions You are Too Scared to Ask

Cost: $50 PFAC Member – $70 Non-Member Speakers: Caitlin Cogan, Natalie Keam, and Megan Moghtader CEU Awarded: 1.0 Person Presented Date: 8/23/2020 About the Course This is a panel presentation by an attorney, private professional fiduciary and certified public accountant. This presentation will cover the basics of setting up a client file, to […]

Physical and Cognitive Functional Assessments

Cost: $50 PFAC Member – $70 Non-Member Speakers: Vincent Amazona, Dr. Mehrdad Ayati, Choi Chio CEU Awarded: 1.0 Person Presented Date: 7/10/2020 About the Course Cognitive and Functional Assessments play an integral role in approaching a patient’s care holistically and throughout the health care continuum. In this presentation, geriatric experts Dr. […]

Normal Aging Or Elder Abuse? How Insufficient Staffing Can Lead To Avoidable Injuries In Assisted Living Facilities

Cost: $75 PFAC Member – $105 Non-Member Speaker: Deena Zacharin, Esq. and Karman Guadagni, Esq. CEU Awarded: 1.5 CE/MCLE Practice Management Presented Date: 07/20/2020 About the Course For the elderly, injuries may appear to be simply an outcome of age-related health failure. However, clients pay for safety and supervision at assisted living and other […]

The Bare Necessities: Medicare, Medi-Cal, Social Security and VA

Cost: $50 PFAC Member – $70 Non-Member Speaker: Leslie Yarnes Sugai, Esq. CEU Awarded: 1.0 Person Presented Date: N/A About the Course Many of your clients may need additional help beyond what their resources can provide. It is the job of the private professional fiduciary to “Look for the Bare Necessities, the […]

COVID-19 Updates for Aging Population with Dr. Mehrdad Ayati

Cost: $50 PFAC Member – $70 Non-Member Speaker: Dr. Mehrdad Ayati CEU Awarded: 1.0 Person Presented Date: 9/2020 Dr. Mehrdad Ayati Dr. Ayati has served as the Medical Director and Medical Advisor of multiple skilled nursing facilities in the San Francisco Bay Area in California. He has worked as a […]

Course categories: Person

Add Your Heading Text Here

Organization

Presented By