Breakfast Served

October 3, 2025 8:00 AM 8:30 AM Penthouse

1:00-2:00 PM
Getting Started

2:00-3:00 PM
Asset Requirements

3:00-4:00 PM
Income Requirements

4:00-5:00 PM
Lookback Period, Penalties, and Transfers

5:00-6:00 PM
Cocktail Reception

8:00-8:30 AM
Breakfast Served

8:30-9:30 AM
Introduction to Crisis Medicaid Planning (CLE)

9:30-10:30 AM
Single Client Crisis Planning and Case Studies (CLE)

10:30-11:30 AM
Married Couple Crisis Planning and Case Studies (CLE)

11:30 AM-12:00 PM
Estate Recovery (CLE)

12:00-1:30 PM
Lunch

1:30-2:30 PM
How to Conduct Effective Initial Consultations and Price Your Medicaid Crisis Planning Services

2:30-3:00 PM
Bad News, Good News

3:00-3:45 PM
Bad News, Good News

3:45-5:00 PM
My Great Life®: My Great Decade™

5:00 PM
Adjourn

8:30-9:30 AM
Elder Law Ethics (Ethics CLE)

9:30-10:30 AM
Getting From Frazzled to Focused

10:30 AM-12:00 PM
Your Action Plan

12:00 PM
Event Concludes