Own Your Future
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 simpe: 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.
Why Plan Now?
- Medicare will NOT cover your long-term care costs.
- Uninsured medical expenses are the top retirement worry for people age 55 and older.
- Only 30 percent of us think we’ll need long-term care. In reality, 70 percent of us will.
- Nine out of 10 older adults say they’d prefer to stay in their own homes if they need care.
- More than 90 percent of seniors have not discussed with their spouse or children how they will pay for care, or what care options they would prefer.
Who Should Attend
Council on Aging’s Own Your Future Workshop Series is for people of any age who are...
- thinking about retirement, or are already retired
- expecting to provide help to aging parents or spouse
- already a caregiver for older or disabled loved ones
- expecting to live a long life!
What You’ll Learn
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:
- How do I pay for long-term care and protect my assets?
- What community resources are available?
- What happens to my spouse and our home if I end up on Medicaid in a nursing home?
- What about Medicare? What will it cover?
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.
Workshop Dates and Times
Wednesdays, September 26 & October 3, 2018
5 - 7:30 pm
West Chester Activity Center
7900 Cox Road
West Chester, OH 45069
(both nights complete full workshop)
Saturday, September 29, 2018
9:00 am - 2:30 pm
Magnolia Springs of Loveland
767 Loveland Miamiville Road
Loveland, OH 45140
Workshop Topics and Agenda
|West Chester Activity Center
||Magnolia Springs of Loveland
Wednesday, September 26*
5:00 PM Registration and Dinner (Box Meal)
5:15 PM Importance of long-term care planning
and estate planning
Wednesday, October 3*
5:00 PM Registration and Dinner (Box Meal)
5:15 PM Caregiving and care options
6:15 PM Financial Planning for long-term care
Saturday, September 29
9:00 AM Registration (Coffee, rolls, and fruit)
9:15 AM Importance of long-term care
planning and estate planning
11:15 AM Caregiving and care options
12:15 PM Lunch (Box Lunch)
1:00 PM Financial Planning for long-term care
*please note that the Wednesday evening workshops follows the same agenda as the Saturday workshop, but it is divided into two shorter evening sessions.
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
This session will address various options and settings for long-term care and community resources.
Speaker: Ann Sutton Burke, MPA, CMC, Director of Aging and Caregiver Services, Jewish Family Services of Cincinnati
Financial Planning for long-term care
This session will cover financial planning for long-term care, providing information on effective planning to ensure that individual needs and wishes are met, and to develop a personal strategy for paying for long-term care.
Speaker: Gregory L. Hoernschemeyer, CLU, Senior Vice President, Horan
Registration is Closed
Registration deadline is Thursday, September 21, 2018
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.
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