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Caring for Aging Parents

Applied for 2 one-hour courses: NC CIE, CFP, CPE, and CLE

730 am Breakfast Served
745 am Announcements
800 am Caring for Aging Parents
900 am The Great Income Gap – Financial Planning for Extended Care
1000 am CE Ends

Abstract:  

Caring for Aging Parents
In this course, we’ll discuss how to effectively plan for the future. We will bust common myths about available care, care management, and costs of care. You will learn how to access and best utilize available care resources.  During the second half of the hour, we will discuss elders' main concerns, questions an estate plan must answer, and all of the mistakes to avoid while planning for your elder’s estate plan.


The Great Income Gap – Financial Planning for Extended Care
There are a number of concerns clients must take into consideration when planning for retirement.  This course will focus on the impact of the potential gap between a client’s retirement income plan and the excess costs for extended care.  

 

Note: This meeting is at The Terrace

Map

Speaker: Corinne Auman, Ph. D. 
Dr. Corinne Auman is the founder and CEO of Choice Care Navigators. She is a Nationally Certified Guardian and an Advanced Professional member of the Aging LifeCare Association. Dr. Auman received her Ph.D. from NC State University, where she studied developmental psychology with a specialty in adulthood and aging. She is an experienced educator and researcher, and author of the book Keenagers: Telling a New Story about Aging. 
Speaker: Dennis Toman, JD, CELA
Born on the plains of North Dakota, he was the oldest grandchild on one side of the family, and one of the youngest on the other. With all four grandparents, plenty of uncles and aunts, plus lots of cousins of all ages and two younger siblings, Dennis understood the love and laughter and closeness that family means. With all of his grandparents farmers, Dennis learned quickly what hard work, being frugal and planning ahead for hard times meant. As an Elder Care and Estate Planning attorney today, Dennis continues those values, and seeks to serve clients who need trusted guidance through uncertain times. Dennis founded The Elderlaw Firm with a mission of planning and protecting for local families, to be better prepared for elder care and other legal issues for the second half of life. Dennis has been blessed by his wonderful wife Lynne, and two sons. Dennis and Lynne met in 7th grade, but didn’t date until after high school. That’s because while Dennis has always been smart, he hasn’t always been very observant! Fortunately, he came around and they married before moving to North Carolina for law school. Dennis and Lynne have two sons now grown and away from home. Now their family includes their latest dogs: Bella and Bentley, who are therapy dogs and often help greet clients at the law firm.
Speaker: Mike Mazzoni, CLU, LUTCF, CLTC

Mike has over 25 years of experience in the securities and insurance industry working directly with clients as well as managing and training financial services professionals.  In his current role, Mike educates clients, Financial Advisors, CPAs, Attorneys and other financial professionals on various planning strategies and helps them customize and implement a plan.

Mike was Vice President of Sales Consulting and a designated principal with LPL Financial, the largest independent broker-dealer in the country, and helped redefine their consulting process. Prior to that, Mike worked for John Hancock focusing on business and estate planning, also developing an agent training system. After his grandmother was diagnosed with dementia, Mike decided to focus his career on helping others plan specifically for extended care expenses.

 


Professional Designations & Licenses

Chartered Life Underwriter (CLU)

Certified Long-Term Care (CLTC)

Life Underwriting Training Council Fellow (LUTCF)

FINRA Series 7, 63, 4, 24 licenses

 

Education

International Baccalaureate Program Diploma

Bachelor of Science in Business Administration from University of Florida, Gainesville, FL

 

Personal

Mike is originally from Detroit, MI and was raised working in the family jewelry business.

A resident of Charlotte, NC for the last 15 years, Mike is married and has three children including twin boys. Mike is a triathlete and has completed 11 Marathons, 11 70.3 IronMan races and the Chattanooga IronMan.


When:
Tuesday, April 16, 2024, 7:30 AM until 10:00 AM
Where:
The Terrace at the Greensboro Coliseum Complex
Parking map--GPS will take you to the wrong spot
1921 W Gate City Blvd
Greensboro, NC  27403

Additional Info:
Event Contact(s):
Gregg Schlaudecker
Category:
Membership Meetings
Registration is required
Payment In Full In Advance Only
No Fee
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$50.00
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