Schedule - Wednesday, February 21, 2024


8:00 am - 5:00 pmPre-Session

Fundamentals for Life Care Planning
Separate Registration and Fee Required

This 1 day In-person program gives attorneys the knowledge, tools and support needed to launch a Life Care Planning elder law practice. Life Care Planning is an innovative and holistic approach to elder law that helps families respond to the challenges created by long-term illness or disability before, during and after the elder's transition to long-term care. While traditional elder law focuses on saving the elder’s money to pass on to the next generation, Life Care Planning focuses on using the elder’s money for the elder’s benefit. The goal is to maximize quality of life and independence while preserving family wealth to the greatest extent possible. In a Life Care Planning law firm, an inter-disciplinary team of elder law attorneys, care coordinators and others work together to develop an estate plan, protect assets, qualify for public benefits, coordinate care, provide education and decision-making support, advocate for high-quality care and intervene if there are problems with care providers.

The registration fee of $799 includes lunch and program materials, including the Life Care Plan System Documents in electronic format. Seating is limited to the first 15 registrants. Visit lcplfa.org or contact [email protected] to register now.


General Session Speakers

Dale Morgan

Investigator (Ret), Office of the District Attorney, Santa Clara County (CA), Lieutenant, San Jose (CA) Police Department (Ret) and President, The National Association of BUNCO Investigators (NABIHQ)


Nathan Spreng, PhD Director

The Laboratory of Brain and Cognition, Professor, Department of Neurology and Neurosurgery James McGill Professor


Philip Farley

The Rainmaker Institute


Judith Stein

Center for Medicare Advocacy


Vincent E. Bonazzoli, Esq.

Family Estate Planning Law Group


Schedule - Thursday February 22, 2024


9:00 - 10:15 amGeneral Session

Elder Financial Fraud: Protecting Our Most Vulnerable Population

Presenter: Dale Morgan, Investigator (Ret), Office of the District Attorney, Santa Clara County (CA), Lieutenant, San Jose (CA) Police Department (Ret) and President, The National Association of BUNCO Investigators (NABIHQ)

When some of our most vulnerable members of our society become victims of financial fraud, we need to respond swiftly to hold those preying on our elderly accountable and to assist the victims who often lose their life savings at an age in which are unable remake that nest egg. The stress of loss often shortens the lives of the victims, becoming a form of silent violence.


10:15 - 10:45 amBreak

Visit with Exhibitors


10:45 am - 12:00 pmGeneral Session

Exploring the Changing Properties of Brain Networks Underlying Cognitive Processes

Presenter: Nathan Spreng, PhD, Director
The Laboratory of Brain and Cognition, Professor, Department of Neurology and Neurosurgery James McGill Professor

Dr. Nathan Spreng is studying how brain networks support various cognitive processes such as remembering information, and how we use this knowledge to influence our decisions. His lab examines large-scale brain network dynamics and their role in cognition. Learn more about Dr. Spreng and his Lab’s work by clicking on his bio below.


12:00 - 1:00 pmLunch

LCPLFA Annual Meeting - All attendees welcome


2:45 - 3:15 pmBreak

Visit with Exhibitors


1:45 - 2:45 pmBreakout Sessions

Important Financial/Metric Information Every LCP Practice Should be Measuring/Monitoring (1A) - Randy Clinkscales, Andrew J. Schierberg and Amelia Crotwell

How to Incorporate Exploitation and Undue Influence Protections into your LCP practice/Identifying the Exploitable Brain (1B) - Nathan Spreng, Shannon Miller, + Miller Elder Law Staff

Building Referral Sources with the Long-Term Care Community (1C) - Bob Mannor, Nikki Inches and Danielle Chwalibog (Mannor Law Group)


3:15 - 4:15 pmBreakout Sessions

Ideal LCP First Meetings/Consults Methods/Practices (2A) -
Jenny Walters, John Burns (1+ Panelist Welcome)

Effective Employee Engagement/Retention Strategies (2B) -
Amy Nowaczyk, Ashle Augustine, Jacinda Graham and Fay Cocolas


4:30 - 5:30 pmBreakout Sessions

Ensuring LCP Renewals: Deliverables Used/Services Offered/How to Stay Relevant with Clients (3A) - Jill Wechler Jacinda Graham, Lorraine Sheftick

Successful Responses to Common Problems Faced by SNF Clients (3B) - Deanna Rubino, John Burns (1+ Panelist Welcome)

Innovative Business Development/Networking/Approaches/Effective Use of Webinars etc. (3C) - Laura Nelson + Additional Panelists Needed


Schedule - Friday February 23, 2024


9:00 - 10:00 amGeneral Session

Fix Your Intake: 5 Numbers that Matter, 5 Strategies to Crush It

Presenter: Philip Farley, The Rainmaker Institute


10:00 - 10:30 amBreak

Visit with Exhibitors


10:30 - 11:30 amGeneral Session

Medicare Savings Plan Rule Addressing Coverage Affordability and Access, Medicare Advantage Marketing Misconduct

Presenter: Judith Stein, Center for Medicare Advocacy


11:45 am - 12:30 pm

Networking Lunch - All attendees welcome


12:30 – 1:30 pmGeneral Session

Improving Client Care Programs & Recurring Income

Presenter: Vincent E. Bonazzoli, Esq., Family Estate Planning Law Group


1:45 - 3:00 pmGeneral Session


  • Register before January 12, 2024

  • Register before January 12, 2024

  • Register before January 12, 2024


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