Four annual Professional Enrichment Webinars are included with membership in NGA. These webinars, eligible for continuing education credits, are offered to the first 75 members who register for the live webinar format. Any member who does not attend live can view the recorded webinar throughout the remainder of the calendar year.
Recorded webinars are accepted by the CGC. Those who are looking for state-specific or other accreditation must check with their state or accrediting body to see if code-verified recordings are acceptable prior to purchasing.
At the conclusion of each calendar year, the four Professional Enrichment Webinars will be removed from this page and will be available for a fee with NGA’s other recorded webinars.
2022
(Recorded) Addressing the Needs of Transgender and Gender Diverse Communities
This webinar will provide an introduction to terms and definitions within the transgender and gender diverse (TGD) communities. From that foundation, we will build an understanding of the unique needs of TGD people in relation to guardianship, including name and gender marker changes on legal documentation, nondiscrimination rights, and the disparities and stigma faced by the community.
Participants:
- Will be able to better understand and define terms utilized in TGD communities.
- Will be better prepared to meet the needs of TGD people in their work.
- Will gain an understanding of the disparities and stigma faced by TGD communities.
Intended Audience: Those working with TGD communities in any legal, health, or direct service professions.
The webinar is eligible for one hour of continuing education credit from the Center for Guardianship Certification.
About the Presenter: Mason J. Dunn, JD
Mason J. Dunn, JD, is a lawyer and advocate, who has worked in the LGBTQ+ equality movement for over 15 years across the country. Prior to joining Fenway, Mason was Executive Director of the Massachusetts Transgender Political Coalition where they successfully advocated for the advancement of nonbinary gender markers on Massachusetts state ID’s, participated in coalition to address restrictions in healthcare and gender marker changes on Massachusetts birth certificates, and worked to build the coalition which passed state-wide nondiscrimination protections in public accommodations for transgender and nonbinary people. In 2018, Mason co-chaired the historic ‘Yes on 3’ campaign, which successfully defended the Massachusetts’ trans-inclusive public accommodation nondiscrimination law, in the nation’s first ever state-wide vote on transgender rights.
(Recorded) Life Insurance Settlements: Helping Clients Benefit from a Hidden Asset
A half million seniors a year will walk away from their life insurance policies – with little or nothing. This happens because they no longer want, need or can afford the policy and they (and their advisors) do not know there is another option. This webinar focuses on educating the audience about all aspects of life insurance settlements including: what they are, how they work, their history, regulation, why anyone would want to sell their policy, how the market works, how much policies can be worth (hint: tens of thousands or hundreds of thousands of dollars), how money can be used, real client case study examples, when a life insurance settlement does, and does not, make sense, etc.
The participants will be fully versed in life insurance settlements, so they can:
- Identify situations when a settlement may make sense for a client
- Describe to clients how a settlement works
- Understand the timing, regulation, and transparency of the process
Intended Audience: Fiduciaries, financial advisors, guardians, elder law attorneys, daily money managers, insurance agents, or anyone that works with seniors or clients that are incapacitated.
The webinar is eligible for one hour of continuing education credit from the Center for Guardianship Certification.
About the Presenter: Lisa Rehburg
Lisa Rehburg has been in the insurance industry for over 30 years and works with professionals nationwide to help their clients. She is a life settlement broker. Her fiduciary duty to clients is to market their policy to obtain the highest amount for it that she can. Her focus is on education, so professionals understand life insurance settlements, and when (and when not) they can be a good fit for clients. Lisa has spoken hundreds of times to organizations such as: Professional Fiduciary Association of California chapters, Aging Life Care Association, Financial Planning Associations, American Association of Daily Money Managers, Estate Planning Councils, National Association of Professional Financial Advisors study groups, Health Underwriters, National Association of Insurance and Financial Advisors chapters, and more.
(Recorded) Working with Challenging Families
NOTE: Due to technical issues, the first 10 minutes of this webinar were not captured in the recording. Please review the SLIDES to retrieve the first code for this session.
Client families can be challenging – dealing with members who interfere with care, challenge decisions, and manipulate the client adds a complex level to a case. Setting boundaries, communicating information, and working with other professionals can be disrupted by challenging families. This program will present two cases, guide you through communication and boundary setting, and include discussion and case questions.
Participants will learn strategies to effectively communicate verbally and in writing with family members at the beginning of a case, and how to organize a constructive family meeting. They will also learn how to recognize, and diffuse common patterns of family behavior drawn from case studies.
Intended Audience: Guardians, Family Guardians, Care Managers, Conservators, Attorneys
The webinar is eligible for one hour of continuing education credit from the Center for Guardianship Certification.
About the Presenter: Joyce McHugh
Joyce McHugh is a Social Worker, Legal Guardian and Certified Care Manager working in the Boulder Colorado area. She started with Advocate Care Services eleven years ago and is now a co-owner of the agency. She is passionate about advocating for and working with protected populations. Joyce is currently working to improve the awareness of the role of guardian with the State of Colorado, local facilities, hospitals, and medical providers. In addition to working full-time she is currently a Master’s Candidate and is working on a book about Legal Guardianships.
(Recorded) Aging in Place–Digitally!
Thursday, April 28, 2022 @ 1 p.m. Eastern (12 p.m. Central, 11 a.m. Mountain, 10 a.m. Pacific)
Elder care is heading for a crisis. The number of elders needing care is rapidly increasing, while available beds and the number of caretakers is decreasing. Caretakers and fiduciaries must use technology to “fill the gap.” This webinar will look at today’s technology, and future technology, which can and will be used to care for enders and to ensure their safety.
Participants will learn:
- Care needs of elders and incapacitated persons.
- Safety needs for persons who are “aging in place” and in care facilities.
- Monitoring, caretaking, and dispatching technologies currently available.
- Using technology to provide information and to alert caregivers in a timely and appropriate manner.
- Artificial intelligence and predictive technologies.
- When technology cannot be relied upon.
Intended Audience: Guardians and care providers.
The webinar is eligible for one hour of continuing education credit from the Center for Guardianship Certification.
About the Presenter: Frank R. Acuna
Frank R. Acuna is a founding partner of Acuña Regli, located in Pleasant Hill, California, with satellite offices in Oakland and Fairfield, CA. Mr. Acuna is certified by the State Bar of California as an estate planning, probate, and trust administration specialist. His practice is built around the needs of licenses professional fiduciaries.