Risks, Challenges and Answers: Filling the Gaps in Financial and Estate Planning for Elder Clients

Date: Tuesday, September 22, 2020
Time: 11:45am - 4:30pm
Location: West Shore Country Club
Speaker: Diane Menio, Melissa Hakim, Tony Montgomery, Tina Hess and Alison Sprankle

Risks, Challenges and Answers: Filling the Gaps in Financial and Estate Planning for Elder Clients

How can you help and protect your elder clients in our changing world?  Get solutions, resources and your questions answered regarding financial and estate planning for your clients with cognitive impairment, lack of family support, abuse, scams and medicare.

In person and a Webinar option.

Continuing Education Credits:  Applications have been submitted for 4.0 Continuing Education Credits for CFP, PA Insurance, CPA, CTFA and 3.5 PA Bar Credits. 

"Risks, Challenges and Answers: Filling the Gaps in Financial and Estate Planning for Elder Clients has been submitted to ABA Professional Certifications for CE credit review and is pending approval. Once we receive notification of the credit approval, we will notify attendees."

We are planning to hold this event in person and include a webinar option.  In the event that we are required by local legislation to limit the number of attendees indoors, we will follow the recommended guidelines of the county/state.  We will have a webinar option either way.  

The seminar will include:

Issues & Resources for Older Adults and Their Caregivers:  Speaker~Diane Menio, CARIE Executive Director

  • Introduction to CARIE (Center for Advocacy for the Rights and Interests of the Elderly), 
  • How CARIE helps elders and caregivers,
  • Long-Term Care,
  • Elder Abuse/Scams, and
  • Caregiving

What is a Health Care Advocate? Speaker~Melissa Hakim, MD 

  • What does a Health Care Advocate do?
  • Why your clients may need one?
  • Expected costs of a Health Care Advocate and
  • Where to find a qualified Health Care Advocate.

2020 Medicare Changes:  Speaker~Tony Montgomery, Montgomery Insurance

  • Benefit Changes for 2020,
  • Advantages and Disadvantages of medicare.

Your Clients and Cognitive Impairment.  Speakers: Tina Hess & Alison Sprankle, Good News Consulting, 

  • Five key messages about dementia, 
  • Resources for your clients with cognitive impairment,
  • Practical action to help your clients or someone with dementia living in your community,
  • make you a Dementia Friend at the end of the hour-giving you a unique marketing opportunity in your business!

Speaker Biographies:

Diane Menio is the Executive Director for the Center for Advocacy for the Rights and Interests of the Elderly (CARIE) where she has worked since 1989. CARIE is a multi-service advocacy organization, founded in 1977, assisting frail older adults and their caregivers, advocating for policy changes and providing training and education to improve their quality of life. Diane has trained locally and nationally in the detection and prevention of abuse in the home as well as in institutional settings, long-term care, guardianship, and other issues impacting older adults and their caregivers. She has co-authored several articles on elder abuse and neglect and is co-author along with Karl Pillemer and Beth Hudson Keller of the book, Abuse Proofing Your Facility and recently co-authored a chapter in the book, Ethics & Vulnerable Elders: The Quest for Individual Rights and a Just Society. She has held adjunct positions at St. Joseph’s University Master’s in Gerontology program and at the School of Social Policy and Practice at the University of Pennsylvania. She received a Master of Science in Gerontology from St. Joseph's University in Philadelphia. Diane serves on numerous boards and workgroups including the Pennsylvania Advisory Council for the Office of Elder Justice in the Courts and the Pennsylvania Council on Long-Term Care.

Melissa Hakim, MD, Healthcare Advocate, Www.MelissaHakim.com

I have been informally helping people navigate the healthcare system since 1992 when I received my medical degree. I formally formed my healthcare advocacy business in 2015 and have been helping my clients achieve their best possible outcomes since then. 

Image result for bing tony montgomery murray photoTony Montgomery, Asst. Vice President and Senior Plan Insurance, Murray Insurance, www.murrayins.com

Helping seniors 65+ to navigate their medicare options is Tony's forte.  


Tina M. Hess, BS, CMC, NCG and Alison Sprankle, B.S., CMC, CDP, CADDCT, CMCDP
Tina M. HessTina Hess, President/CEO/Owner 

  • Certified Dementia Practitioner since 2020.
  • Certified Care Manager, CMC through the National Academy of Certified Care Managers (NACCM)
  • National Certified Guardian through the Center for Guardianship Certification (CGC)
  • GNC Operations, Marketing, Care Management - since 2000
  • Marketing and Development - Long term care - 2 years
  • Social Worker - Long term care - 6 years
  • Therapeutic Recreation - Long term care - 3 years

Alison SprankleAlison Sprankle, B.S., CMC, CDP, CADDCT, CMCDP
Director of Client Services

  • Certified Care Manager (CMC), through the National Academy of Certified Care Managers (NACCM)
  • GNC Dementia Care Training Specialist - since 2006
  • GNC Guardianship/Care Coordination - since 2006
  • Sales and Marketing - 2 years
  • Licensed Personal Care Home Administrator - 2 years
  • Manager - Alzheimer's Special Care Unit - 3 years
  • Health Education - since 1996
  • Direct Care Giver - Long term care facilities - 6 years
  • Certified Dementia Practitioner- since 2019
  • Certified Alzheimer Disease and Dementia Care Trainer - since 2019
  • Certified Montessori Care Dementia Practioner- since 2020


  • 11:45 am-12:15 pm ~ Registration and Lunch
  • 12:15-4:30 Continuing Education Seminar
  • 4:30-5:30 Cocktail Hour

Webinar will be live from 12:00 - 4:30 pm

Cost for webinar or in-person option: 

  • Any EPC Member:  $80.00
  • 1st Time Guests at Member Rate:  $80.00
  • Repeat Guests: $150.00






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