Trustee School Seminar 2019 Agenda

8:00am – 8:30am  Registration and Breakfast

8:30am – 8:45am  Welcome & Introduction

Tom Begley, Jr.

8:45am – 9:45am  Social Worker Advocacy

John Joseph Scullin, Meeting Life Challenges will discuss NEW Pennsylvania Medicaid Waiver Programs and NEW Intellectual Disability Rules

9:45am – 10:45am  Trustees Role in Life Transitions

Ann Koerner, President, National Care Advisors on Life Transitions: Trustee Role in Proactive Expenditure Planning and Support of the Client and Primary Caregiver.

10:45am – 11:00am  Break

11:00am – 12:00pm  Social Security Administration

Mandy Stokes and Michael Leach, Social Security Administration, will discuss “What's New with Social Security.”

12:00pm – 1:30pm  Lunch & Networking

1:30pm – 2:30pm  Court Actions Involving Trusts

Ethan J. Ordog and Joellen Meckley of Begley Law Group will discuss Court Actions involving Trusts and wrapping up the Trust after the death of a beneficiary.

2:30pm – 3:30pm  Trustee Panel: 3 Biggest Problems Facing Trustees

Nancy Guerin, CTFA, Manager, Special Needs Trust of RBC & CNB, Marie Katz, Vice President of Life Enrichment Trust and Erin Sunday, CTFA, Vice President, Senior Special Needs Trust Services Advisory Specialist of Wells Fargo Wealth Management will discuss the 3 Biggest Problems Facing Trustees in today’s world in Trust Administration, sharing their experiences.

(Return to Seminar RSVP page.)