Oct - Nov 2018: Build an Aging Life Care Bus -7 week series

Are you ready to make plans to open your own Aging Life Care™ Business?
Learn from experienced practitioners and specialists on topics you need to know.

Building an Aging Life Care Business
Led by experts. 7 interactive sessions. Via teleconference & GoToMeetings.


Session #1, Monday, October 1, 2018
Sessions #2 - 7, Tuesdays, October 9, 16, 23, 30 and November 6 & 13
1 hour + 15 min Q & A
All sessions begin at 4 pm ET, 3 pm CT, 2 pm MT, 1 pm PT
$399 for the series of seven sessions


The Aging Life Care Association is offering a comprehensive curriculum in a small-group format.

  • Each participant will be provided with copies of course outlines, PowerPoint presentations, and presenter handouts.
  • All sessions are recorded. Audio recordings will be made available to all participants.

October 1 - Section 1 - What Defines an Aging Life Care Business – Jullie Gray, MSW, LICSW, CMC, Aging Wisdom, Seattle, WA

Review ALCA Code of Ethics & Standards of Practice

  • Small Business Development Resources
  • Writing a Business Plan
  • Writing a Mission Statement

October 9 - Section 2 - Marketing – Tasha Beauchamp, MSc, Webmaster Research Scientist, Elder Pages Online

  • Market Analysis
  • Developing a Website
  • Advertising Strategy

October 16 - Section 3 - Business Management and Economics – Vicki Karlovich, BS, LPN, CMC, Karlovich & Associates, Joplin, MO

  • Business Structure
  • Developing a Budget
  • Selecting a Billing Software
  • Client Billing Structure
  • Payroll

October 23 - Section 4 - Financial Development of your Business & Insurance – Amy Cameron O’Rourke, MPH, CMC, Cameron Group Care Management, Orlando, FL

  • Business structure options, tax advice, methods of payment – selecting a small business accountant and insurance advisor
  • Establishing small business checking account, business loans – selecting a bank
  • Filing paperwork for business legal structure, filing fictitious name application, obtaining tax ID number - selecting an attorney
  • Financial Projections
  • Workers’ Compensation, Care Management Insurance, Auto, Property, Liability, Health, Professional Liability
  • HIPAA Compliant Security System

October 30 - Section 5 - Documentation – Barbara (Bobbi) Kolonay, BSN, MHRM, RN, CCM, Options for Elder Care – Holistic Aging, Alison Park, PA

  • Forms specific to Aging Life Care (Geriatric Care Management)
  • Computer-based Documentation Systems Review
  • Initial Assessment and On-Going Care Management Agreements
  • Emergency Preparedness Protocol
  • HIPAA Compliance

November 6 - Section 6 – Making Referrals Stick: Growing Your Aging Life Care Practice – Emily Saltz, LICSW, CMC, Life Care Advocates, Newton, MA

  • How to convert referrals to clients
  • Practical techniques for defining and marketing your services
  • How to increase success rate in opening new cases
  • Challenges and barriers to converting calls to clients
  • Guiding principles and Role Plays

November 13 – Section 7 – Dialogue with Voices of Experience

  • Bring back questions to the group and moderators
  • Submit questions in advance for further discussion
  • Find out where to find more resources
  • Your chance to get the answers you need from experienced Aging Life Care Professionals®


  • Spaces are filled on a first-come, first-served basis.
  • Be sure to check the GoToWebinar system requirements to avoid any connection issues.
  • No registration for individual sections allowed. All sales final. No refunds.

10/1/2018 - 11/13/2018

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