Business Webinar
Elevate Your Business by Partnering with a Daily Money Manager
Thursday, June 16, 2022
4:00 pm ET, 3:00 pm CT, 2:00 pm MT, 1:00 pm PT
Registration deadline June 9, 2022
Sponsored by
Learn about Daily Money Managers (DMMs) and understand how they can become your best referral resource. In this case study, we will discuss how a DMM and ALCP worked in tandem to best serve individuals who do not have local family or loved ones and how this model can enhance your practice. During this webinar, the presenter will use several case studies to illustrate how ALCPs can work with DMMs to mutually support their clients through their complimentary skill sets while growing their practice and referrals.
About the Presenters
Colleen Duewel is the Founder of LionHeart Eldercare & Consulting, an agency providing Aging Life Care management for the aging and disabled populations of Northern Virginia. Colleen has extensive experience as a certified Aging Life Care Professional, advanced care planner, professional health care proxy, nursing home ombudsman, certified dementia practitioner, and end of life doula.
Kay Bransford - When both her mother and father were diagnosed with dementia, Kay was the adult child that stepped in to help. Kay’s experiences led her to pursue her passion—helping other families prepare for the financial aspects of caregiving. She started an award-winning blog, Dealing With Dementia, and a daily money management business (but it was several years before she knew she was a daily money manager), MemoryBanc, which received an Older-Adult Innovation Award from AARP. Kay has appeared in a variety of television, radio and news outlets on topics about daily money management and caregiving and is the author of a best-selling book, MemoryBanc: Your Workbook for Organizing Your Life.
Contact info:
Fees: $19.95 for Members/$49.95 for Non-Members
Cancellation Policy
The registration fee for webinars is non-refundable. Registrants who are not able to attend the webinar will receive a recording following the event. In the unfortunate event that a webinar needs to be cancelled or rescheduled ALCA will notify the registrant by email and provide information on the new date or alternative arrangements. If the registrant is not able to attend the new date ALCA will refund the registration fee or place a credit towards a future event.