Presented by Marguerite Lorenz, CTFA, CLPF #319

Friday, July 30, 2021
9am – 10:30am PT/12pm -1:30pm ET

Fees*: $39 for CMCs (with code) | $59 for non-CMCs
*NASW CE Certificate is $25

REGISTER HERE

Registration deadline: July 23, 2021

Sponsored by:
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About the Presentation

Since the film, “I Care A Lot” was released in February 2021, many of the audience have asked if any of the events in the film could really happen. Please join us as long-time presenter, Marguerite Lorenz, licensed professional trustee/executor (Professional Fiduciary), uses the movie as a starting point to talk about the non-Hollywood aspects of estate planning, conservatorship, and guardianship — so we can stay in control as we age, and better protect our clients.

It’s more fun if you watch the movie first (currently available through Netflix)– but you don’t have to! This webinar will be dynamic and informative, covering topics outside the scope of the movie through lecture and live facilitated dialogue with the audience by Marguerite C. Lorenz, CTFA, CLPF #319: Ms. Lorenz is a Master Trustee and Managing Partner at Lorenz Private Trustees, and has served over 100 families as Trustee and Executor. Her book, Ethics for Trustees 2.0, gives further understanding to the work of a Fiduciary, and its ethical considerations, for both professional and family member trustees. She is a thought leader and writes articles on the topics of Estate Planning and Aging Well. Ms. Lorenz is President of the Estate Planning Group Network, and serves as Vice-Chair of the Board for the Independent Trustee Alliance. Follow Ms. Lorenz on Twitter! @SanDiegoTrustee

Goals/Objectives

Certified Care Managers are often at the front lines of aging concerns. Through this webinar each attendee will have a better understanding of the prevention of conservatorship/guardianship and have more comfort with the topic of estate planning.

Objectives:

  1. Attendees will be able to identify the 4 basic documents in an estate plan and will understand more about conservatorships and guardianships.
  2. Attendees will learn a new strategy to improve client intake and will have a better understanding of the transition from one financially responsible party to the next.
  3. Attendees will understand more about Professional Fiduciaries and the standards to which they are held.
  4. Attendees will gain confidence about applying what they have learned to real world client situations.
Continuing Education Information

This event has been approved for 1.5 CE contact hours through NACCM and NASW. Attendee must attend entire webinar to receive any CE certificates. Attendees requesting a CE Certificate for Social Work* (NASW) must successfully submit and pass a post-test prior to receiving a CE certificate.

*NASW Social Work CE Certificate Fee is $25.

Cancellation Policy

The registration fee for webinars is non-refundable. Registrants who are not able to attend the webinar will receive audio & video files following the event. CE contact hours will not be available to those who are not able to attend the entire live event.

In the unfortunate event that a webinar needs to be canceled or rescheduled NACCM will notify the registrant by email and provide information on the new date or alternative arrangements. If the registrant is not able to attend the new date NACCM will refund the registration fee.