Aging in place is a common wish among seniors. Assisting clients with a plan to age in place requires strategic planning, asset protection and working with a team of professionals to seamlessly aid clients in protecting their assets.
This course, presented by Elder Law attorney Melissa Negrin-Wiener, Financial Advisor Katie Coleman, Insurance Specialist Oren Wiener, and Reverse Mortgage Specialist Frank Melia, offers a comprehensive view on the following learning objectives.
Melissa Negrin-Wiener is a partner at Genser Dubow Genser & Cona. Ms. Negrin-Wiener manages the Government Benefits Department while concentrating her practice in the areas of Medicaid eligibility planning, asset protection planning, disability matters, guardianships, estate planning and Veteran benefits. She also supervises the preparation of Medicaid Applications for nursing home care, home health care and community benefits.
Frank Melia entered the financial services industry in 1990 and worked as a financial advisor until the year 2000. Residential & Commercial Lending have been Frank’s specialty for the past 18 years. Frank regularly appears on the AM970 Radio show “Ask the Lawyer with Mike Connors” as a reverse mortgage expert. Frank is a resource to Elder Law Attorneys and recently was interviewed regarding Trust Lending Options in the NYSBA Law Journal. Frank received his Certified Mortgage Planning Specialist designation in 2007 & offers mortgage planning services including Lending Options for Homes held in Irrevocable Trusts.
Oren Wiener graduated from Stony Brook University in 1996 and has a Bachelor of Arts degree in Psychology. He has over 20 years experience in the Insurance Industry with Brokers Licenses in both Property & Casualty and Life & Health. He began his career in insurance straight out of college and started his first job at Club Agency, the insurance division of AAA. It was at Club Agency that Oren was given the opportunity to obtain his insurance licenses. He worked for Club Agency until 1999 and then left to work for DCAP Insurance where he stayed until 2003. Oren then made the move to State Farm Insurance Agency in Suffolk County focusing mainly on selling Personal Lines Insurance. Working at State Farm gave him a different perspective as an Agent after previously working on the Broker side for 7 years. Oren left State Farm as his desire for knowledge and diversity grew. Oren moved to CBS Coverage Group in 2007 where he was able to expand his horizons and now writes all type of insurance including Business Insurance and Benefits. CBS merged with 5 other offices and changed their name to AssuredPartners Northeast LLC in 2017. Oren thrives when he can help people protect their assets while saving them money and he enjoys the challenge when other competing companies turn clients away. He owns a home in Suffolk County and lives with his wife and family.
Katie Coleman, CFP ®, is a Financial Advisor and Managing Partner at Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, Inc. She has been in the financial services industry for 14 years and is passionate about helping people achieve their financial goals and pursue their life dreams. Katie is originally from Atlanta, Georgia and graduated from the University of Georgia, Terry College of Business with a bachelor’s degree in Business Management. Katie moved to New York in 2007. That same year she joined Siena Wealth Advisory Group and in 2012 Katie became a partner in the firm. Together, with her business partner Joseph De Sena, she has trained over 600 financial advisors across the country. In January 2014, Katie was named as one of Long Island Business News’ 40 Under 40, which honors outstanding members of the business community on Long Island who are under the age of 40. In 2015, Katie was also a finalist for the Athena International Young Professional Leadership Award. She has been quoted as a financial expert in publications such as the Wall Street Journal, NY Post and Long Island Business News and most recently appeared on CNBC’s “On the Money”. Katie holds her Series 7, 66 and New York State Life & Health Licenses, and is a CFP ®, Certified Financial Planner practitioner.
Katie enjoys spending time with family, reading and traveling and is a Board Member of the Michael Magro Foundation. She currently resides in Oakdale, NY with her husband Bob, chocolate lab Tuna and their two daughters, Charleston and Sailor.
Siena Wealth Advisory Group has offices in Long Island, NY and Naples, FL.
Excellent combination of professionals needed to assist anyone with EState Planning to protect assets from Mediciad.
Learned a lot about reverse mortgages.
This is one of the most practical, useful CLEs I have ever done. Thank you!
Great presentation! I liked the more than one speaker approach; Thank you!
It was well done
enjoyed the panel format
Really enjoyed the multi speaker format. Very informative.
Good detail on realities seniors face with practical guidance, well presented.
Very interesting and informative. Enjoyed the multi speaker format and the "round table" segment with all on screen for discussions
Super well-conceived CLE. Having a multi-disciplinary panel of faculty made for a very rounded-out presentation. This panel was also great in terms of controlling the scope of their presentation. The end result was content that is focused and practical.
Excellent subject coverage by an informative panel.
The team presentation was very effective. This CLE was full of valuable content delivered well. Thanks
Great information. I saw my parents then I saw myself. Thank yoy
Valuable information for elder clients
complete look at possible issues presented from each person's expertise
Seriously the best clue I have ever taken.
Gave good general overview of a complex and often emotional area of concerns in providing for immediate and extended family financial security for long term care and risk management.
Good presentation on a specialized topic
Very interesting and well presented.
Insurance section was particularly informative.
Great program, especially about Medicaid Trusts!
Really informative program!
Comprehensive discussion of interrelated concerns.
Good information on the topic.
Useful and timely information presented with ample practical underpinnings .
very well organized presentation
Excellent! I very much appreciated the multiple disciplines / multiple perspectives provided.
Better than expected. Good information.
The panel did a fantastic job. Very well done!