Own Your Future Workshop
Helping you plan for long-term care. It's a gift to yourself...and your loved ones.
Retirement. You set goals and start planning for it early, in the hopes that when that day finally arrives, you'll be able to live comfortably and do the things you want to do.
But many people leave out an important aspect of retirement planning -- planning for long-term care.
It's a fact: 70 percent of us will need long-term care during our lifetimes. Planning ahead can help you save money, give you greater control over your assets and resources, and improve the chances you'll be able to live your life the way you want to live it. Plain and simply: planning now will bring peace of mind for you and your loved ones.
Council on Aging's Own Your Future Workshop takes the mystery and fear out of planning for long-term care, giving participants the information and tools they need to start on their own plan. At our workshop, expert speakers cover topics including estate planning, legal issues, financial planning and long-term care choices, and participants receive a toolkit to guide them through the planning process.
This is NOT a sales presentation - no marketing, no sales pitches. Our speakers have one goal: education.
Council on Aging's Own Your Future Workshop Series is for people of any age who are...
Own Your Future will help you understand and plan for your long-term care needs and costs. This workshop is designed for people of any age who want to learn more about long-term care -- for themselves or an aging family member. Each attendee will receive a toolkit for developing a long-term care plan of their own.
Expert speakers will cover topics including estate planning, legal issues, financial planning and long-term care choices. After the workshop, you'll be better prepared to answer important questions, such as:
This is not a sales presentation -- you will not be pressured by insurance agents or sales people to purchase specific products or services. Participating speakers understand our goal is to provide accurate, unbiased information to help you make informed decisions about long-term care planning.
Tuesdays, September 26 & October 3, 2017
September 13 & 26 agenda (first night)
5:00 PM - Registration and Dinner (Box Meal)
September 20 & October 3 agenda (second night)
5:00 PM - Registration and Dinner (Box Meal)
Importance of long-term care planning and estate planning
This session will cover the importance of planning early for long-term care needs. Many people wait until a crisis occurs to make important decisions about care and find that their options are limited. Dennison Keller, local elder law attorney, will lead a discussion on advance directives, guardianships, wills, trusts, power of attorney, and Medicare/Medicaid.
Speaker: Dennison Keller, Elder Law Attorney, The Law Practice of Dennison Keller, LLC
Care options for long-term care
Speaker: Ann Sutton Burke, MPA, CMC, Director of Aging and Caregiver Services, Jewish Family Services of Cincinnati
Financial Planning for long-term care
Speaker: Gregory L. Hoernschemeyer, CLU, Senior Vice President, Horan
Registration closed for Springdale Event
Please email Amy Leonhardt for waiting list. firstname.lastname@example.org
Registration deadline is Thursday, September 7, 2017
There is no fee to register for Own Your Future, however a donation will help cover the cost of food and information binders. Our suggested donation for the workshop is $20 per person. You may give a donation when registering for the workshop. Thank you for your support!
Dennison Keller, JD is the owner of The Law Practice of Dennison Keller, LLC, a local law firm specializing in elder law since 2007. Dennison attended Miami University in Oxford where he received a bachelor's degree in Mass Communication, and the Salmon P. Chase College of Law at Northern Kentucky University, where he graduated Summa Cum Laude with his Jurist Doctor, in 2006.
He is a member of the National Academy of Elder Law Attorneys, the American Bar Association, the Ohio State Bar Association and the Cincinnati Bar Association where he participates on the Elder Law Committee. Mr. Keller is also active on the Medicaid Committee of the Ohio Forum of Estate Planning attorneys. He is also a member of Wealth Counsel and Elder Counsel.
Ann Sutton Burke, MPA, CMC, is the Director of Aging and Caregiver Services for Jewish Family Services of Cincinnati and an Aging Life Care professional. She received the Outstanding Professional in Aging award from Council on Aging of Southwestern Ohio, and is the President of the Association of Professionals in Aging. Ann’s expertise in helping senior adults live independently in their own homes was nationally recognized when she gave testimony at a United States Senate hearing.
Ann has a Bachelor’s degree from Miami University in Gerontology, and Masters of Public Administration from Xavier University.
Gregory Hoernschemeyer is Vice President and Registered Representative for Horan. He specializes in coordinating estate and business succession plans as well as executive benefits. As a Chartered Life Underwriter, he consults with corporate and individual clients regarding all of their individual insurance planning needs and oversees the implementation of numerous funding options available. He simplifies the complex insurance arena to provide understanding, confidence and peace of mind for his clients and their families.
Mr. Hoernschemeyer earned a bachelor's degree in Business Administration from University of Cincinnati. He is a member of the Cincinnati Estate Planning Council and serves as a board member for Centerpoint Health and a Roebling society member for United Way.