Copy of FPA/NEO Breakfast Program - April 18, 2013
Thursday, April 18, 2013 from 8:00 AM to 11:00 AM (EDT)
Valley View, United States
"Aging Seniors in Transition"
2 CE APPROVED
Many families face a multitude of challenges as they and/or their parents age. By placing the needs and desires of the aging seniors at the fore, this session will provide best practices for clients, families and their advisors to maximize the support and goals of aging seniors. The benefits of advance planning, partnering with professionals, and resources available, will be described within the context of the continuum of stages from capacity through incapacity. Presenters include a fee-only™ Certified Financial Planner Professional® and an elder law attorney whose firm also offers life care planning.
Connie Stone, CFP® served a diverse range of clients over the past 25 years. She co-founded Stepping Stone Financial, Inc. in 2004 to provide fee-only™ financial planning in a fiduciary capacity. Connie particularly enjoys empowering single women over the age of 45 through education and holistic advice. Connie joined the Alliance of Cambridge Advisors in August 2007 and considers ACA her professional home.
She is honored to serve as an ambassador for the CFP® Board of Standards and is also active in NAPFA and FPA.
Today Connie, along with Rachel, bring us a program to enable you to help your families, friends and especially your clients, as they face challenges with the seniors in transition in their lives. Connie has extensive personal and professional experience in this realm. Her presentation highlights a handful of conclusions based her own on mistakes and successes, and well as those she's witnessed in other families, and learned from research.
Rachel A. Kabb-Effron, Esq., CELA, is the owner of the Kabb Law Firm in Beachwood, Ohio specializing in Elder law. Ms. Kabb-Effron is a Certified Elder Law Attorney by the National Elder Law Foundation and is recognized as a specialist by the State of Ohio Supreme Court. Ms. Kabb-Effron has been representing elderly and disabled clients since 1998. She helps clients with Care Advocacy and public benefits eligibility planning involving Medicaid and the VA. She has been practicing Life Care Planning since 2006.
Ms. Kabb-Effron is a past-president and current Board memeber of the Life Care Planning Law Firms Association. She is a past president of the Ohio Chapter of the National Academy of Elder Law Attorneys. Ms. Kabb-Effron has been an active member of the National Academy of Elder law attorneys, serving on numerous national committees.She is a member of the Ohio State, Cuyahoga County and Cleveland Bar Associations.
Ms. Kabb-Effron chaired and was a presenter at the Cleveland Bar Association's elder law CLE and is a frequent speaker for Lorman- Educational Continuing Legal Education Seminars. She has spoken at the National Conference of the Life Care Planning Law Firms Association on numerous topics and frequently lectures at Life Care Planning Fundamentals Course across the country. Ms. Kabb-Effron has served on the faculty of the Elder Care Coordinator certification program through Stockton College.
Ms. Kabb-Effron served on the ethics committee of the Kethley House of Benjamin Rose Institute, the Jewish Community Federation's Task force of Agency Professionals, Older Adult Subcommittee and currently serves on the Jewish Family Service Association's Maturing Family Services Advisory Committee and the Medical Advisory Board for the Community Care At Home section of JFSA.
Ms. Kabb-Effron is also active with civic and religious groups including American Field Service, Business Networking International and Park Synagogue.
Most Recently, Ms. Kabb-Effron received was honored as a Top Female Entrepreneur in Cleveland by the National Association of Women Business Owners. Ms. Kabb-Effron was awarded the National Academy of Elder Law Attorney's Award for Outstanding Achievement in the Ohio Chapter in 2006. Ms. Kabb-Effron was awarded the Pro Bono Award by the Young Lawyers Section of the Cleveland Bar Association. Ms. Kabb-Effron is a frequent lecturer for professional and community groups. Ms. KabbEffron graduated cum laude from the Cleveland-Marshall College of law and with honors from the University of Cincinnati.