Educational Programs

Serving Those Who Served: Programs That Care for Aging Veterans

Wednesday
November 9, 2016

12:00 noon - 2:30 pm
The Gardens of Annapolis
931 Edgewood Road

Annapolis, MD 21403
Limited FREE parking on site;
ample free parking at the nearby Giant Supermarket
.

Lunch will be served.

CLICK HERE TO REGISTER

We owe a tremendous debt to the men and women that have served our country through military service - especially in times of war. There are some excellent (but not well publicized) programs that help repay this debt with care for aging veterans and their spouses or widows. These programs are designed to maximize each Veteranís functional independence and lessen the burden of disability on Veterans, their families, and caregivers. Veteran's assistance programs help pay for the care of elderly and senior veterans. What health care professionals, senior care facilities, and care managers need to know about monetary and health benefits for veterans,  how you can help a veteran pay for medicine, and assisted living, in-home care or skilled nursing.  Learn how to determine if a senior you know is eligible for benefits, complete a care expense statement with full explanations so that the facility fees can be deducted as a medical expense, review a sample physicians statement with critical explanations, pension pay rates with current table, handouts with frequently asked questions, fast letters related to housebound benefits, and when to use optional forms.  Veterans age 65 and older who served in WWII, Korea, or Vietnam can be eligible for up to $2,120 month tax free. Surviving spouses up to $1,149 month.  To learn more about these veterans benefits, register today.
 This session will be taught by Attorney Terry Douglas and Financial Advisor Toni Whaley. 
Terry Dougles, Esq. Terry Douglas, founded the Douglas Law Office based in Annapolis, Maryland. Her practice focus is Estate Planning (including Wills, Trusts, and Powers of Attorney), Long-Term Care Planning, Asset Protection, and Veterans Pension Benefits. Her in-depth experience with both military and civilian families helps her appreciate the importance of providing excellent service, as well as the close personal attention those families want and deserve. Terry provides a variety of free workshops designed to teach fundamental estate planning concepts, and she has served as guest lecturer on estate planning for local community senior centers. She is also a mediator and collaborative law practitioner.    Ms. Douglas has a law degree from University of Minnesota Law School and a BA in Economics from Wartburg College and was admitted to practice law in Maryland in 1997. She is a member of the  Maryland State Bar Association, Estate and Trust Law Section, Anne Arundel County Bar Association, National Academy of Elder Law Attorneys, National Care Planning Council, and the Anne Arundel SeniorT Provider Group. Previosuly she served as Commander (O-5), U.S. Coast Guard Reserve, Judge Advocate General/Legal Officer.
Toni Whaley Toni Whaley is a partner in Paladin Advisor Group. As a financial planner and health and life insurance agent, Toni focuses on helping those who make it their mission to serve others, such as the aging Veteran population and their spouses. As a professional member of the American Association for Wartime Veterans, Toni provides education and advocacy that focuses on the VA Aid & Attendance pension. Toni is a topical speaker on issues such as personal financial fitness, becoming your own banker, VA benefits, legal services and personal responsibility. When helping others construct their financial life, Toni's goal is to give them confidence that peace of mind within their reach.


This program is FREE to NARC members
($39 for non-members)

CLICK HERE to JOIN and attend this program FREE

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To assure that senior serving professionals have the training, network and resources to allow them to serve as counselors to their clients, customers and prospects; committed to advising each on how their needs may best be served and able to direct them to the providers that can best meet those needs.


 

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