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Advanced care planning lecture

Public & Professional Lectures Offered

Would you like a lively, educational seminar for your organization live or virtual.
To be notified of upcoming webinars and events please email


  • How to Find, Navigate and Pay For Aging Services & Housing

  • Components of an estate planning: Wills & Trusts

  • Improving Outcomes with Good Transitions

  • Progressive Neurological Disorders

  • Dementia: How to Care for Someone with Memory Loss

  • Caregiving for the Aging LBGT Community

  • Planning for special needs population

  • How to have difficult conversation



  • Navigating a hospitalization 

  • Home health aides in your house: training and precautions

  • 5 tips for living with pain while awaiting orthopedic surgery

  • How virtual personal training improves outcomes 

  • Coping with grief, loss, depression & anxiety during isolation

Let's Work Together

Estate Planners, Trustees, Wealth Advisors, Professional Guardians & Conservators


Nurse Life Care Managers and trusted advisors have complementary skill sets

Nurse life care manager Coaching family of Parkinson's patiant

We ensure the best possible care, quality and outcome. Our Care Managers work as independent consultants to families, trustees, health care proxys and guardians. We assist and guide the process of identifying needed services including: medical, social, emotional, housing, ongoing care needs and put a plan into action. Often times an advisor is responsible for initiating discussions in unfamiliar areas. 


We perform assessments, detailed care and cost analysis reports to make your advice-giving easier.

We Refer to Trust & Estate Planning Attorneys for:

  • Estate Planning

  • Trust Planning & Administration

  • Elder Law/Medicaid Planning

  • Probate

  • Guardianships & Conservatorships

  • Real Estate closures and more...

We Refer to Wealth Advisors for:

  • Retirement Planning Strategies

  • Wealth Preservation Strategies

  • Cash Flow Management Strategies

  • Tax Savings

  • Charitable Gifting and more...

To be considered for our referral list please email

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