Presentations

CUTTING THE COSTS OF LOST LABOR DOLLARS DUE TO FAMILY CARE GIVING
The average age of caregivers is 46. Half of all 60-year olds have at least one living parent. How will they navigate the workday if they are preoccupied with their parent's healthcare and raising their own kids? Train your executives and employees to understand how to successfully undertake care giving duties, manage their time, recognize their role as care giver, avoid downward spirals, improve doctor-patient communication and know when to call in help. This can be a lunch and learn, or full day tutorial that will build loyalty and improves lives.

CHANGING THE WAY AMERICANS PLAN
An eye-opening look at what our aging and sandwich generation really need to know about preserving their dignity, aging gracefully, making decisions now versus in crisis mode and how to protect your hard-earned dollars and assets. Learn how two disciplines, estate/elder law planning and home care, are melding their expertise in the age of growing life expectancy to help individuals understand and pay for extended life with high quality of living and preservation of assets. Two separate presentations, one geared to elder law and estate planning attorneys and the other for home care agencies.

RE-INVENTING RETIREMENT
Based on research findings from numerous highly acclaimed studies of retirement, this presentation provides an illuminating overview of the current state of retirement and a vision of tomorrow's new retirement dreams. It answers a wide range of key questions about the future of retirement: How do people in the U.S. and around the world think of retirement? How is that changing? What are the new hopes, dreams, priorities, aspirations and fears for later life? How will the emerging adult-life, stage demands of parenthood, eldercare, work, grandparenthood, singlehood, wellness and illness, and re-hirement impact retirement itself? Have boomers saved enough to even think about traditional retirement? In addition, meet the experts leading the field of estate/elder law planning, annuities and IRA's: Attorney Dave Zumpano, Attorney Dale Krause and CPA, Robert Keebler.

THE NEW POWER CONSUMER
A compelling and comprehensive portrait of the new power demographic: boomers in middlescence and beyond. An examination of how this generation's anti-authoritarian and rule-breaking behaviors have reshaped our culture, our society and our lives - and will continue to do so in the decades ahead as they migrate out of youth into the most powerful years of their lives. With decades to go before they encounter old age, boomers now have more knowledge, money, social influence - and a taste for reinvention - than at any previous time in their lives. Yesterday's "linear" model of aging/living is being replaced by a new "cyclic" life paradigm - bursting with continued personal growth, career reinvention, liberated leisure, rekindled relationships, financial freedom and enhanced spending power. This dynamic presentation offers an insider's guide on how to effectively market your firm and its services to the saavy buyers of today and their buying patterns, attitudes and expectations for this new stage of life, which are vastly different than those of any previous generation.

ATTENTION COSMETIC SURGEONS AND MED-SPAS!
Will the demographically-driven "age wave" produce pandemics of chronic disease - needing a wide range of innovative and cost-effective solutions? How far will the boomers go in their pursuit of the "fountain of health?" What are the new frontiers of medicine - from genomics, anti-aging therapies, organ cloning and virtual surgery to pharmaceuticals, cosmeceuticals and nutraceuticals - and how might the public react to impending breakthroughs? This presentation offers a sweeping view of how rising longevity, the aging of the population and the personality style of the boomer generation, are using their educational saaviness and resources to help make their buying decisions. Where do they go and why? How can you effectively market your med-spa, cosmetic/surgeon practice to those who are buying? It will also explore how the new empowered consumer, hoping to live a healthy "cyclic" life will place a wide range of new demands of medical and social service professionals in the years ahead.

WOMEN, MONEY AND POWER
It's projected that by 2010, women will control 60% of the wealth in America. However, today, at the opening of the 21st century, many women stand strong when wielding earning power but slump in their financial confidence, long-term financial decision-making, control and savvy, and investment power. The final frontier for women in the gender revolution will be the gaining of power and control over their money, including savvy purchasing in traditional male-dominated sectors such as financial services, banking and credit cards, electronics and technology. As a young, successful entrepreneur raising two children, managing the growth of 4 companies and researching the best way to protect herself, her children, parents and hard-earned assets, Serena Brock will address women's motivations, hopes, fears, and challenges around money, saving and spending. Geared for financial advisors and attorneys, learn how powerful woman like Brock have very distinct financial personality styles: "we analyze, we avoid, we spend, we take calculated risks and we save," states Brock.