Events

Attend Financial Planning and Transitioning: Making Plans and Defining Your Family's Future

Posted by Rachel Sandler on Nov 17, 2014 2:30:06 PM

Join Karen B. Mariscal, from Margolis & Bloom, and Leo Rotman, financial adviser from attorney-karen-b-mariscal-headshotRiver Financial Group, give a presentation on questions you may have on financial planning and transitioning. Some questions they will answer, include:

  • Are there any government benefits that can help my family?
  • Do I have to do any special planning for my child without disability?
  • Do I need to select a guardian?
  • What is a special needs trust and do I need one?
  • Do I need a special will or will any type be just fine? 

The program will be on Thursday, December 4th, at the Charles River Associates located on 4 Strathmore Road in Natick. The program will start at 7 p.m. and it is free-of-charge but registration is required. 

To RSVP, contact Betsy Hinchey at bhinchey@charlesrivercenter.org

Attend Uncommon Knowledge: New Perspectives on Personal Financial Planning

Posted by Rachel Sandler on Nov 12, 2014 1:27:56 PM

Join Amy Lampert, veteran of the wealth management industry, as she shares some of LampertAmyWEBher uncommon observations on the art and science of wealth management.  Amy will share her wisdom gleaned from a 40 year career in financial services, and will bust some commonly held beliefs about the world of personal finance and asset management. Some questions she will answer, include:

  • The difference between financial planning and asset management
  • Why most portfolios lack financial balance
  • The difference between accumulation and distribution strategies
  • Why the "number" isn't the most important consideration in retirement planning
  • Why self-insuring for a chronic care need may be ill-conceived
  • What are someo f the shortcomings in qualified plans?

Seating is limited and registration is required.

Lunch is provided.

Click here to register.

Attend PACE and SCO: Innovative Approaches to Health Care for Elders

Posted by Rachel Sandler on Oct 22, 2014 2:40:45 PM

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                                   Lisa Yorra                             Alexandra Schweitzer

This month we will have Lisa Yorra, marketing director at Elder Service Plan (ESP) of Harbor Health Services, Inc., and Alexandra Schweitzer, program director of Senior Care Options (SCO) from Tufts Health Plan in Mass, present on their services and answer any questions you may have. 

Click here to learn more and to register.

October Monday Lunch: Helpful Tools When Addressing Financial Planning Concerns for Families with Special Needs

Posted by Rachel Sandler on Sep 17, 2014 1:48:00 PM

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When: Monday, October 6, 2014

Presenters: Michael Weiner and Jamie Bush

This presentation will focus on the approach and considerations when creating a comprehensive financial plan for families who have children with special needs.

Providing sound financial advice for these families goes beyond the traditional retirement, educational, and survivorship goals.  Although these still remain as part of the core solution, these families require a knowledge and understanding of the how to navigate their educational rights, and to have a realistic expectation of what adult services and supports are available after their educational services end.

Michael and Jamie will share some of the financial tools they use to create solutions both during the parents' lifetime, and beyond. 

Seating is limited and registraiton is required.

Lunch is provided.

Click here to register.

Annual Law School for Social Workers: Everything You Want to Know About MassHealth

Posted by Rachel Sandler on Aug 5, 2014 11:50:00 AM

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Presenters:  Jeffrey A. Bloom, Harry S. Margolis, Patricia C. D'Agostino

When:  Saturday, October 18, from 9:00 a.m. to noon

 

Margolis & Bloom is presenting its annual Law School for Social Workers program (LSSW) the morning of Saturday, October 18th at the Newton Marriott. This program is geared specifically for social workers who work with older adults and persons with disabilities and provides and opportunity to learn about a variety of topics. This year the three topics will focus on MassHealth.

For the first hour Jeffrey A. Bloom will present on MassHealth eligibility for nursing home care. For the second hour Patricia C. D'Agostino will present on MassHealth community benefits. For the last hour Harry S. Margolis will present on estate recovery, liens, and planning strategies.

3 CEU credits are available. 

Click here to learn more about the program and to register.

Topics: law school for social workers, masshealth, Harry S. Margolis, Jeffrey A. Bloom, Patricia C. D'Agostino

Attend Law School for Social Workers: MassHealth Community Benefits

Posted by Rachel Sandler on Jul 21, 2014 11:45:00 AM

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Presenter:  Patricia C. D'Agostino

When:  Tuesday, September 9th, 9:00 to 10:00 a.m.

 

Attorney Patricia C. D'Agostino will present on community benefits under MassHealth. Some of the topics she will cover include:

  • Home and Community Based Waiver
  • Personal Care Attendant ("PCA")
  • Community Choices ("Choices")
  • Program for All Inclusive care for the Elderly ("PACE")
  • Senior Care Options ("SCO") 

1 CEU Social Worker credit is available. 

Click here to learn more and to register.

Topics: monday lunch for professionals, masshealth, Community Choices, Patricia C. D'Agostino

September Monday Lunch: Community Benefits Under MassHealth

Posted by Rachel Sandler on Jul 9, 2014 11:41:00 AM

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Presenter:  Patricia C. D'Agostino

When:  Monday, September 8th, Noon to 1:00 p.m.

 

Next in our three-part popular Law School for Social Workers lunch program, on September 8th, Attorney Patricia C. D'Agostino will present on community benefits under MassHealth. Some of the topics she will cover include:

  • Home and Community Based Waiver
  • Personal Care Attendant ("PCA")
  • Community Choices ("Choices")
  • Program for All Inclusive care for the Elderly ("PACE")
  • Senior Care Options ("SCO") 

1 CEU Social Worker credit is available. (Non-Social Workers are also welcome.)


Lunch is provided.


Seating is limited and registration is required. 


Click here to register.

Topics: monday lunch for professionals, masshealth, community benefits, Patricia C. D'Agostino

May 5th Monday Lunch: MassHealth Coverage of Nursing Homes

Posted by Rachel Sandler on Apr 16, 2014 11:53:00 AM

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Presenter:  Jeffrey A. Bloom

When:  Monday, May 5th, Noon to 1:00 p.m.

With our May First Monday Lunch for Professionals we are combining it with our popular Law School for Social Workers for three months (May, June, and September). In May Attorney Jeffrey A. Bloomwill present on the latest developments in MassHealth Nursing Homes.

Click here to learn more about the program and to register.

 

 

 

MCLE: 15th Annual Elder & Disability Law Conference 2014

Posted by Rachel Sandler on Mar 12, 2014 10:57:00 AM

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Presenter:  Harry S. Margolis and More

When:  Wednesday, May 21st, 9:30 to 4:30 p.m.

Join the 15th Annual Elder & Disability Law Conference at MCLE, and learn practical tools you can use to enhance your representation of clients in the evolving areas of elder and disability law. Later in the morning Harry S. Margolis and other faculty will provide information about new national and Massachusetts legislation, regulations, and case law (other than cases related to irrevocable trusts) that affect the practice of elder law in Massachusetts.

Click here to read the full program and to register.

 

 

 

Topics: mcle, elder & disability law conference, 2014, Harry S. Margolis

Monday April 7th, 2014: The Conversation Project

Posted by Rachel Sandler on Mar 12, 2014 10:08:00 AM

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Presenter:  Harvey W. Freishtat

When:  Monday, April 7th, Noon to 1:30 p.m.

The Conversation Project is a national public engagement campaign co-founded by Pulitzer Prize winning author and nationally syndicated journalist, Ellen Goodman. Its goal is to change our culture to make it easier for people to talk about death and dying, and for everyone’s wishes for end of life care to be expressed and respected.

Harvey Freishtat is the Director of The Conversation Project and he will discuss the importance of The Conversation as a pre-requisite to effective estate and eldercare planning.

Click here to learn more and to register.

 

 

 

Topics: the conversation project, harvey freishtat

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