Professional Fiduciaries and Aging Life Care Managers: A Synergistic Partnership

Carolyn Michaelis, Parent Care Management Services

Rebecca Montano, PhD, Aging Life Care Association

Susan Valoff, Windward Life Care


1.0 CE – Person
$45 PFAC Member – $65 Non Member

About Carolyn Michaelis

Carolyn Michaelis, BSN, MPA, RN, CMC has over 40 years of professional nursing experience, including health promotion, marketing, project organization and coordinating, teaching, home health, hospice, and field nursing. She established and continues to manage Parent Care Management Services, which was the first Aging Life Care Management company in the Inland Empire area of Southern California. Carolyn’s company has been in operation for over 26 years, having provided services for over 250 clients, some of whom have been clients for over 9 years.

About Rebecca Montano

Rebecca Montano, PhD, CCM, CRC, CMC is an Aging Life Care Manager and Eldercare Mediator with over 25 years of experience working with individuals with disabilities as well as individuals who are experiencing the changes and challenges associated with aging. Rebecca has a Ph.D. in Human Services with an emphasis in Geriatrics, a Masters degree in Rehabilitation Counseling, and a Master’s degree in Business Administration. She holds multiple industry recognized certifications, and she has been an active member of the Western Region Chapter of the Aging Life Care Association Board of Directors since 2015. Rebecca is not only a practitioner in aging related services; but she is also an academic, who writes curriculum and teaches at a collegiate level with a focus on patient-centered care, improved quality of care, innovation, and leadership. Her students are post-graduate professionals including care managers, social workers, nurses, ancillary healthcare professionals, physicians, and organizational leaders. She is also active in community education with a focus on aging issues for individuals, families, and community members. Dignity, individualism, advocacy, education, and preservation of value are the key elements in Rebecca’s philosophy of working with today’s aging adults. Leading by example, collaboration, and communication are the primary standards in Rebecca’s philosophy of working with other professionals.

About Susan Valoff

Susan Valoff, MSW, LCSW, CASWCM is Vice President of Windward Life Care, a San Diego firm providing premier care management and in-home caregiving services for older and disabled adults. Susan has 25 years of experience in healthcare and geriatrics, including in hospital social work, home care administration, and Aging Life Care™ Management (geriatric care management). She earned a Bachelor’s of Arts degree from Brown University and a Master’s degree in social work from the University of Chicago. Susan is a Licensed Clinical Social Worker in the State of California, and is credentialed as a Certified Advanced Social Work Case Manager through the National Association of Social Workers. This certification is recognized by the Aging Life Care Association™ (ALCA) of which Susan is an Advanced Professional Member. Susan received the ALCA Western Region’s “Outstanding Chapter Member” award for 2015. A member of the Greater San Diego Business Association’s Health and Wellness Network, Susan has received advanced training in caring for LGBTQ older adults. Susan volunteers her time as a member of the Advisory Council for San Diego County’s Aging & Independence Services.

About the Session

The panelists present a discussion focuses on the professional interaction and cooperation of Professional Fiduciaries and Aging Life Care Managers working in partnership to produce greater client outcomes together than the sum of their separate effects. Moreover, the discussion will point out Aging Life Care Managers function as problem solvers to make the lives of Professional Fiduciaries easier!