Track: Finance & Insurance

The FINANCE and INSURANCE program track will feature sessions that appeal both to professionals working in the finance/insurance industries and to all professionals seeking a broader understanding of these topics in order to understand what impact they can have on senior clients.

10:20 am - 11:10 am

Navigating the Complex LTC Claims Process
Track: Finance & Insurance

Bill Comfort, CSA, CLTC®, LTCCP®

LTC Insurance Specialist
LTC Claims Training

11:15 am - 12:05 pm

The Hidden Power of Housing Wealth: 5 Reverse Mortgage Ideas Changing Retirement Planning
Track: Finance & Insurance

Don Graves, RICP®, CLTC®, CSA, IRMAACP™

President and Founder
Housing Wealth Institute

1:20 pm - 2:10 pm

Maximizing Your Clients Medicare - Inflation Reduction Act Changes Impacting your Clients for 2025+
Track: Finance & Insurance

Mark Brownstein, CSA

Director of Medicare
Emerald Medicare

2:15 pm - 3:05 pm

SPONSORED SESSION: The Impact of Grey Divorce on Your Clients
Track: Finance & Insurance

Carol Lee Roberts, CFP®, CDFA, CeFT

President
IDFA

Sponsored by:

3:45 pm - 4:35 pm

How Financial Psychology Can Help You Talk About Money With Your Clients and Families
Track: Finance & Insurance

Mary Liz Burns, MBA, Certified Financial Behavior Specialist®, CSA

Certified Financial Behavior Specialist®
Mary Liz Burns Consulting

4:40 pm - 5:30 pm

Building Your Life Using The Tool You Call Money
Track: Finance & Insurance

John Browning, MBA, CSA

CEO
Guardian Rock Wealth

10:55 am - 11:45 am

Benefits Available for Military Veterans, Spouses and Survivors
Track: Finance & Insurance

Christopher Barnthouse, MBA, CLTC

Financial Advisor
Vietnam Veterans of America Chapter 295

1:00 pm - 1:50 pm

Understanding & Optimizing Social Security Benefits
Track: Finance & Insurance

Thomas Drapala, RSSA

Director of Strategic Partnerships
National Association of Registered Social Security Analysts

1:55 pm - 2:45 pm

Strategic Estate and Tax Planning for Seniors: Insights for the Modern Advisor
Track: Finance & Insurance

Trace Brooks, JD

Managing Attorney
Trace Brooks Law LLC

2:50 pm - 3:40 pm

Providing People with Disabilities and their Caregivers Tools for Financial Support and Independence
Track: Finance & Insurance

Bette Ann Mobley, MSEd

Director Maryland ABLE, Chair of ABLE Savings Plan Network
State of Maryland office of the Treasurer