PRSRT STDU.S. POSTAGE

PAIDSTUART, FL

PERMIT NO. 233

FLORIDA STATE GUARDIANSHIP ASSOCIATION

Pearls of WisdomRegistration Brochure

FSGA 30th Annual Conference, 2017

July 20 - 22, 2017

Help us Celebrate 30 Years of Educat ional Excel lence!

FSGA 30th Annual Conference, 2017 Pearls of Wisdom

Florida State Guardianship AssociationPO Box 1185Palm City, FL 34991

T hank you!

Hyatt Regency Jacksonville Riverfront is the closest hotel to Everbank Field (home of the Jacksonville Jaguars), Veterans Memorial Arena, the Baseball Grounds of Jacksonville (home of the Jacksonville Jumbo Shrimp), and the Florida Theatre, which gives guests an opportunity to take part in the local community.

Guest of FSGA will receive a 10% discount on food in Trellises Restaurant, Jaxx, and Currents on Friday Evening. Self-parking for overnight guests inside of the FSGA room block is included in the guest room rate.

To make your reservations for the upcoming program, please visit https://aws.passkey.com/go.FSGA2017. Reservations must be made by June 27th, however, the special FSGA rate has limited availability, is first-come, first-serve, and the room block is going quickly! If you need additional assistance booking your room, please call 888-421-1442.

Hotel Amenities

Hyatt Regency Jacksonville River front,225 East Coastline Drive, Jacksonville, FL 32202

A long the beautiful St. Johns River, Hyatt Regency Jacksonville Riverfront is in the heart of the city’s downtown music, entertainment and sports districts. As a guest you will enjoy many great benefits in this hotel such as our 951 newly renovated guest rooms, our relaxing rooftop pool overlooking the St. Johns River and skyline, unique culinary experiences, and authentic hospitality.

Our Sponsors ExhibitorsDiamond

Emerald

Silver

Guardian ad Litem Services, Inc

NGA

Florida Bar Elder Law Section

Sunshine Health

Edward Jones

EXACT

SEM Applications

Her Heart Assisted Living

ComForcare Home Care

Vitas Healthcare

Allied Mortgage Group

Clerks’ Statewide Investigation Alliance

CVB Convention and Visitors Bureau

Brennan, Manna, Diamond

Clarity Pointe Jacksonville

Jurisco, Inc

Gold

Conference Overview

T hursday: July 20, 2017 Schedule: Pre-Intensives

2017 Conference Registration Form

Day Time Event

Thursday 9:00am - 1:00pm11:00am - 12:00pm12:00pm - 2:00pm2:00pm - 3:00pm3:00pm - 4:00pm4:30pm - 5:30pm6:00pm - 7:30pm

Pre-IntensivesBreakout SessionsLunch (on your own)Breakout SessionsCEU Validation Desk OpenFSGA Board of Directors MeetingFSGA 2017 “Pearls of Wisdom” Opening Reception (Ticket Required)

Friday 7:30am - 8:15am8:00am - 9:00am9:00am - 10:00am10:00am - 10:30am10:30am - 12:30pm12:30pm - 1:30pm1:30pm - 2:00pm2:00pm - 3:00pm3:00pm - 3:30pm3:30pm - 4:30pm4:30pm - 5:15pm

BreakfastOpening Plenary SessionBreakout SessionsBreak with ExhibitorsBreakout SessionsLunch (Plenary Session)Plenary SessionBreakout SessionsBreak with ExhibitorsBreakout SessionsCEU Validation Desk Open

Saturday 7:30am - 8:15am8:15am - 8:30am8:30am - 10:30am10:30am - 11:00am11:00am - 12:00pm12:00pm - 12:30pm12:30pm - 1:30pm1:30pm - 2:30pm2:30pm - 3:30pm3:30pm - 4:00pm3:30pm - 4:30pm5:00pm - 6:00pm

BreakfastVisit with ExhibitorsBreakout SessionsBreak with ExhibitorsBreakout SessionsExhibitor GiveawayLunch (Annual FSGA Meeting & 50/50 Raffle)Plenary SessionBreakout SessionsBreak - Social NetworkingCEU Validation Desk OpenFSGA Board of Directors Meeting (Open)

50/50 Raffle Promote FSGA programs

by purchasing tickets. Drawing held on Saturday. The winner receives 50% of the total sales! Tickets are

$1.00 or 6 for $5.00.

ComForcare Home Care is an approved provider of continuing education for the Florida Board of Nursing #50-15019 & the Florida Board of Clinical Social Work, Marriage & Family Therapy & Mental Health Counseling #50-15019. This conference is approved for 14 hours of continuing education.

Recognizing the importance of keeping in touch, FSGA offers the use of our cellphone charging station as a member benefit. Please feel free to avail yourself of this member

benefit as we help to keep you charged up during the conference!

*Participants receive an Affidavit Certificate.

Select the sessions you wish to attend each day and send this back with your registration form.

9:00am-1:00pm Examining Committee TrainingAtty. Lance McKinney

1a N/A* $250

FREE

FREE

FREE

FREE

FREE

FREE

FREE

Section A Subtotal: _______________

11:00am-12:00pm Detrimental Effects of Untreated Hearing Loss Dr. Lyndsey Nalu, Au.D., CCC-A

2a 1

11:00am-12:00pm Advanced Care Planning - A Community Approach Jamie Buller, LCSW

2b 1

2:00pm-3:00pm Hoarding & Elderly: Buried in Trash Tammy Horn, M.Ed., Ed.S., LMHC

3a 1

2:00pm-3:00pm Understanding Reverse Mortgages: Moving Forward in ReverseJ.D. Dinnocenzo, Certified Mortgage Planner, Certified Senior Advisor

3c 1

2:00pm-3:00pm Spokesperson Training Al Rothstein, President of Al Rothstein Media Services, Inc.

3e 1

2:00pm-3:00pmMental Health vs Brain Injury:

An Analysis of Both the Chicken and the Egg Dr. Pritesh Parbhoo, Psy.D.

3d 1

2:00pm-3:00pmPearls of Peace: Staying Present & Utilizing Improvisation Techniques When

Dealing with Difficult Family Members & Wards Glen Krasny, NCG

3b 1

Time PriceCEUSession Topic/Speaker ActivitySessionNumber

Check Choices

Bring lots of your business cards to network with

others & for gift drawings!

Friday: July 21, 2017 Schedule Saturday: July 22, 2017 ScheduleTime TimeCEU CEUSession Topic/Speaker Activity Session Topic/Speaker Activity

SessionNumber

SessionNumber

Check Choices

Check Choices

7:30am-8:15am Breakfast 7:30am-8:15am Breakfast

Register for the conference online at www.floridaguardians.comDeadline for Early-bird Registration is June 30, 2017. Register early for best rates.

8:00am-9:00am Plenary Session: The Rita Hayworth Story Terry Hammond, JD, NCG

4a 1 8:30am-9:30am The Law & Digital Assets Atty. Elizabeth Moneymaker & Atty. Erika Dine

13a 1

8:30am-9:30am Stockbroker Exploration: Investigating CFP David A. Weintraub, P.A.

13b 1

8:30am-9:30am The Changing World of Healthcare David Wilkins, MBA, CSA, NCRP

13c 1

8:30am-9:30am Guardianship Essentials Atty. Alex Cuello

13d 1

9:30am-10:30am Trust in Plain English - Timing is Everything Atty. Robert Morgan

14a 1

9:30am-10:30am Using ABLE Accounts for Disabled Adults Atty. Elizabeth Moneymaker

14b 1

9:30am-10:30am Legal Ethics in Guardianship Atty. Mel Stack

14d 1

9:30am-10:30amOPPG Relates Guardianship Update

Amelia Milton, Deputy Director Office of Public & Professional Guardians& Atty. Michael McKeon

14e 1

11:00am-12:00pm Show Me the Money - Guardian & Attorney Fees Atty. Harry Hackney

15a 1

11:00am-12:00pm Wealth Management Strategies to Benefit the Ward Jesse Peck, Esq. WMS, Financial Advisor & Will Bulgin, CFP, CRPC, WMS, Financial Advisor

15c 1

11:00am-12:00pm How to Review a Medical Chart Holly Luther, RN

15b 1

11:00am-12:00pm Hospital Ethics Alissa Swota, Ph.D.

15d 1

1:30pm - 2:30pmThe Judicial Panel

Hon. Peter Dearing, 4th Circuit, Hon. Margaret W. Hudson, 7th Circuit & Hon. Michael G. Takac, 5th Circuit

17a 1

2:30pm - 3:30pm Attorney, Guardian Relationships - What to Expect Atty. Gary Wright & MaryLou McKeon, NCG

18a 1

2:30pm - 3:30pm Dynamics of Elder Abuse, Neglect & Exploitation Eileen Rodden, OVW Abuse in Later Life Project Coordinator

18b 1

2:30pm - 3:30pm Standard of Practice Roundtable Jetta L. Getty, NCG-CG, & Lennie Burke, NCG

18c 1

2:30pm - 3:30pm Initiating the Hospice Discussion Paula Loats, RN, BS, CCDS

18e 1

11:00am-12:00pm Using One’s Social History to Improve One’s Quality of Care Tino Negri, CAEd & Scott Greenberg, CAEd

15e 1

12:30pm-1:30pm

12:00pm-12:30pm

Lunch - FSGA Annual Meeting, 50/50 Raffle

Exhibitor Giveaway

16a 1

9:30am-10:30amEldercaring & Coordination - The Pearl Created

out of the Sand of Conflict Atty. Erika Dine & Jennifer Branch, BSW

14c 1

9:00am-10:00am Probate Law for Professional Guardians Atty. Charles David

5a 1

9:00am-10:00am Mental Health Issues in Elderly Guardianship Sundar Reddy S. Pasem, MD, DFAPA, AGSF

5b 1

9:00am-10:00am Representative Payee: From Application to Reporting Elizabeth Baez-Beatey, Social Security Public Affairs Specialist

5c 1

9:00am-10:00am How to Protect Your Registration with OPPG Atty. Lance McKinney

5d 1

9:00am-10:00am VA - Home of the Free Because of the Brave Atty. Brittany Gloersen

5e 1

10:30am-11:30am How to Be Your Own Best Witness Atty. Manny Hillman

6b 1

10:30am-11:30am Palliative Care/Continuous Care Paula Loats, RN, BS, CCDS

6c 1

10:30am-11:30am Understanding the Grief & Loss Process Christine Cauffield, Psy.D

6e 1

11:30am-12:30pm Preneed Planning for Split Families Atty. Rebecca Berg & Atty. Kellen Bryant

8a 1

11:30am-12:30pm Pearls of Wisdom Collected by Family & Professional Guardians Diane Roy & Atty. Erika Dine

8b 1

11:30am-12:30pm Don’t Neglect Yourself - Financial Planning for Guardians Jesse Peck, Esq. WMS, Financial Advisor & Will Bulgin, CFP, CRPC, WMS, Financial Advisor

8c 1

11:30am-12:30pm Deadly Duo - Alcohol & Prescription Drug Misuse Christine Cauffield, Psy.D

8d 1

11:30am-12:30pm Having a Seat at the Table Joe Bensmihen, MSW, NCG

8e 1

2:00pm-3:00pm How to Survive a Clerk’s Audit Atty. Lance McKinney

11a 1

2:00pm-3:00pm Navigating the Medicaid Maze: An Introduction to Benefits Nick Barton, Executive Director & Sharon Reich, Sr. Trust Advisor

11c 1

2:00pm-3:00pm The Law & Digital Assets Atty. Elizabeth Moneymaker & Atty. Erika Dine

11e 1

3:30pm-4:30pmClerks Statewide Investigations: The Prizes & Perils of Pearl Diving

Anthony Palmieri, JD, CIA, CIGI, CCSA, Bob Melton, PA, CIA, CFE, CIG & Hector Collazo, CIG, CFE

12a 1

2:00pm-3:00pmAdditional Home Exemptions for the

Low Income & Disabled Adults Dana E. Clark, Chief Customer Service/Exemptions Compliance Division

11b 1

1:30pm-2:00pm Plenary Sessions: Legislative Updates Atty. Steve Hitchcock

10a .5

12:30am-1:30pmLunch - Plenary Session: 7 Cs to Cure the Mental Health System:

The Guardianship Model Atty. Michael Mackniak

9a 1

10:30am-12:30pm Examining Committee Training - 2 Hour UpdateSundar Reddy S. Pasem, MD, DFAPA, AGSF, Atty. Lance McKinney & Harold Laski, MD

7a 2

10:30am-11:30am Are There Snakes Under my Bed: Depression, Delirium & Dementia Sandy Yocham, RN, BS

6d 1

10:30am-11:30am KEPRO - Beneficiary & Family Centered Care Quality Improvement Sylvia Gaddis, Outreach Specialist

6a 1

All Friday & Saturday class prices are included in the Full Conference Registration Fee.

Your Information:I have a special dietary need. Please contact me.

I have a disability and require special accommodation to participate fully in the conference. Please contact me.

Opening Conference Reception________@ $40Lunch ________@ $40

Breakfast _________ @ $40 Lunch _________ @ $40

Breakfast _________ @ $40 Lunch _________ @ $40

Thursday Friday Saturday

Register Online at www.FloridaGuardians.com, or send this completed form by:

• Mailing the completed registration form to: PO Box 1185, Palm City, FL 34991. Please make checks payable to “FSGA”

• E-mailing the completed registration form with credit card payment to: executiveoffice@FloridaGuardians.com. You may also scan and email a

printed copy of the completed registration form.

Credit Card Information: Visa Mastercard AMEX Discover

Name on Card (Print)_________________________________________________ Account Number ______________________________________________

Expiration Date ______________________ Code on Back (CSV) ____________ Signature ______________________________________________________

Conference Questions? Contact FSGA Executive Office: 1-800-718-0207 or Conference Chairs: Jetta L. Getty 1-386-763-0030 • Joy Haney 1-904-874-2626

2017 Conference Registration Form - Submission

Se lect Fr iday and Saturday Conference Sess ions & Fees(FSGA members receive a substantial discount. If you are not a member, go to www.floridaguardians.com to join)

Refund Policy:All requests for refund or for cancellation of attendance must be in writing, email or fax is acceptable. Request for refunds received on or before July 8th (i.e. two weeks before the conference) will be refunded the amount paid for registration and guests less a 25% administrative fee. In exceptional circumstances or hardship, our Board of Directors may consider exceptions to this policy. No other refund will be granted. To the extent possible, those not attending the conference for any reason will receive a copy of the material distributed at the conference. For the 2017 conference, that will consist of the CD of the speaker presentations (if provided by the speakers). Refunds for hotel accommodations are handled by the hotel.

Section C: Guest FeesNo. of guests________, Additional exhibitor staff ________, Total Fees: $___________

(Please check all that apply below)

______________________________________________________ _______________________________________________________________Complete Name (Print Clearly) Name as you want it to appear on your name badge

______________________________________________________ ________________________________________________________________Company, Agency/Organization Guest Name(s)

______________________________________________________ _______________________________________________________________Address City / State / Zip

_________________________ __________________________ _______________________________________________________________Phone Fax E-mail (confirmation will only be sent by e-mail)

Total Fees:Subtotal Section A - Thurday Pre-Intensives: $__________________________

Subtotal Section B - Conference Registration: $__________________________

Subtotal Section C - Total Guest Fees: $__________________________

Total Amount Enclosed: $__________________________

S e l e c t C o n t i n u i n g C r e d i t s R e g i s t r a t i o nCEU credits applied for each of the following disciplines:

Professional Guardians • Attorneys • Paralegals • Social Workers • Nurses

Name (Please Print) _________________________________________________________________________________________________________________

My OPPG Registration # ____________________________________ My License # ____________________________ Profession(s) ____________________

Professional Guardians: CEU credits applied for from OPPG.

ComForcare Home Care is an approved provider of continuing education for the Florida Board of Nursing #50-15019 & the Florida Board of

Clinical Social Work, Marriage & Family Therapy & Mental Health Counseling #50-15019. This conference is approved for 14 hours of continuing

education.

To receive a Continuing Education Unit Record of Attendance for conference CEU sessions, which will be posted to CE Broker, complete the

requested information with your registration and/or license number(s). Your CEU Record of Attendance form is included in your conference

materials you receive at check-in. Attorneys and paralegals will receive the required CLE approval number for self-reporting by completing

this form. Professional Guardians, Nurses, and Social Workers must provide their registration or license number here for CEUs to be reported. All

attendees will receive a Generic Record of Attendance at the conference. Make sure to get your attendance forms validated at the FSGA CEU

Validation Desk daily!

Status of approvals of all CEUs for all disciplines will be published at www.floridaguardians.com and in the on-site conference materials.

F S G A M e m b e r s h i pDon’t miss out on FSGA Member rates for

this conference registration. Join today

to begin enjoying the many benefits of

membership. Please visit our website:

www.floridaguardians.com to see more

information regarding member services

and to complete an Online application

or download a paper version.

Section B: Conference Registration Fees

Section B Subtotal: _______________

F S G A F u l l C o n f e r e n c e(Includes Opening Award Reception Thursday evening with exhibitors, admission to all educational sessions, breakfast, lunch, and breaks on Friday & Saturday)

B e f o r e J u n e 3 0 t h , 2 0 1 7FSGA Members Non-Members

A f t e r J u n e 3 0 t h , 2 0 1 7FSGA Members Non-Members

F r i d a y O n l y R e g i s t r a t i o n(Includes the sessions of your choice on Friday with breakfast, lunch and breaks)

S a t u r d a y O n l y R e g i s t r a t i o n(Includes the sessions of your choice on Saturday with breakfast, lunch and breaks)

T h u r s d a y P r e - I n t e n s i v e s4 Hour Initial Examining Committee Training:Free CEU Approved, Breakout Sessions from 11am-3:00pm

$340 $375$440 $475

$250 $250$250 $250

$225 $275$275 $325

$225 $275$275 $325