On Tuesday, January 15th, a packed room of CAH members congregated
for a discussion centering around the financial issues concerning
seniors. Presenter David Keefe III, Estate and Financial Planning
Adviser for Eagle Strategies, LLC discussed relevant financial issues to
the senior population. Since 1992, David has dedicated himself to
comprehensive financial planning, with a focus on retirement and estate
planning, as well as asset management. David was able to offer great
insight and detail regarding financial concerns, while presenter Rebecca
J. Benson discussed pertinent legal issues including how to protect
ones health care wishes and estate in the case of incapacitation or
death. Rebecca is Of Counsel to Margolis & Bloom, LLP, and has
exclusively worked on estate planning, Medicaid eligibility, planning
for beneficiaries with special needs, and advocating for nursing home
and assisted living residents. A good portion of time was set aside for
CAH members to ask a wide array of questions, offering comprehensive
information for members to take with them, moving into the new year.