Agenda

This year’s Virtual Summit registered participants are able to watch recorded sessions until October 21, 2021.

Click on a session name to see the course descriptions.

9:00-10:00 Health Care Directives and the Role of the Health Care Agent
9:00-10:00 The Caregiver’s Guide to Downsizing: What to Keep, Sell, and Toss
9:00-10:00 The Human Spirit: A Journey in Courage, Compassion, and Commitment
9:00-10:00 Navigating Safely Through the Coronavirus Fear and Beyond
10:15-11:15 Dementia Conversations
10:15-11:15 Medicare and COVID-19 Scams: Stay Safe…Keep Your Benefits Well
10:15-11:15 Caring for the Caregiver: Assessing and Addressing Your Personal Wellness
10:15-11:15 Beyond the Obituary
11:30-12:30 Nurturing Our Humanity and Tending our Spark in the Face of Change
11:30-12:30 Trusts, and How They Can Make a Difference
11:30-12:30 Dance and Movement for Everyone
11:30-12:30 Driving – Planning for Retirement
11:30-12:30 Technology for the Caregiver
1:30-2:30 What Seniors Should Know About Selling Their Home
1:30-2:30 Use and Abuse: Avoiding Risk as a Caregiver
1:30-2:30 Dementia and COVD-19: Lessons for the Future
1:30-2:30 All for Balance Mind Body Integration
2:45-3:45 How to Pay for Long-term Care
2:45-3:45 PEACE for the Holidays
2:45-3:45 Medications, Prescribing, and De-prescribing
2:45-3:45 Family Dynamics: Breaking Barriers to Healthy Communication

Course Descriptions

Health Care Directives and the Role of the Health Care Agent

Mark Costley
Jonathan Williams
Clarity Legal
This session will discuss advance health care directives in detail, including the use of a living will to declare intentions regarding the use of life support in end-of-life situations. We will also discuss the use of a health care power of attorney to appoint a health care agent to make health care decisions and provide informed consent in the event of incapacity. We will note the importance and use of a HIPAA authorization to ensure the appropriate people have access to important health information in the event of a health crisis or period of incapacity. Finally, we will discuss the role of the health care agent in detail, including the health care agent’s duties, powers, best practices, and pitfalls to avoid.

The Caregiver’s Guide to Downsizing: What to Keep, Sell, and Toss

Elizabeth Hirsh, Owner
The Downsizers
Downsizing can be overwhelming, frustrating, emotional, and labor-intensive for our clients, family members, and caregivers. In this session, learn how to navigate and support the emotions of this process through “The Art of Letting Go.” Determine what to keep, what is valuable versus what can be sold, how to create legacy solutions for children/grandchildren, or what can be recycled versus being thrown away. This presentation will also include real examples of downsizing projects by The Downsizers, as well as a downloadable, step-by-step guide for you to use.

The Human Spirit: A Journey in Courage, Compassion and Commitment

Kathy Rausch, Care partner for her partner in his 50’s
Charles Clifton, Caregiver
Maureen Gilchrist, Director, Program Management and Caregiver
Shining a spotlight on caregiving and listening to three shared stories of resilience, self-care, compassion, and commitment. “There are only four kinds of people in the world: Those who have been a caregiver; those who currently are caregivers; those who will be caregivers and those who will need a caregiver”. – First Lady Rosalynn Carter

Nurturing Our Humanity and Tending our Spark in the Face of Change

As we face change, there is an inherent tendency to insulate ourselves. Instead, should we lean in to the vulnerability that allows us to hear, help, and heal, even those we can’t cure, and embrace their families in the journey?

Navigating Safely Through the Coronavirus Fear and Beyond

Secretary of State Elaine F. Marshall
Is that pitch to ‘grow your money’ really going to be a blight on your retirement savings? Secretary of State Elaine Marshall and staff will teach you how to spot, stop, and report investment scams and dangerous counterfeit products, including fake prescription medicine. Secretary Marshall and staff will also discuss the Department’s secure, online registry for advance health care directives.

Dementia Conversations

Cherie Hylton, RN, AAS
When someone shows signs of dementia, it’s time to talk. Often, conversations with family about changing behaviors can be challenging and uncomfortable. This program offers tips on how to have honest and caring conversations to address some of the most common issues. Topics covered in the program include: going to the doctor, deciding when to stop driving, and making legal and financial plans.

Medicare and COVID-19 Scams: Stay Safe…Keep Your Benefits Well!

Stephanie Bias, North Carolina Senior Medicare Patrol (NCSMP) Program Coordinator
Seniors’ Health Insurance Information Program (SHIIP)
North Carolina Department of Insurance
As the number of people and communities affected by the COVID-19 pandemic grows, so do the scams associated with it. Scammers use public health emergencies as opportunities for new fraud schemes. The Medicare population is comprised of disabled and older adults and are at a greater risk for serious illness from COVID-19. Therefore, scammers view this demographic as “at risk” and an easy target for Medicare fraud and scams during these uncertain times. Join us for a conversation focusing on the various Medicare and COVID-19 scams and the tactics used by scammers. Together, Medicare beneficiaries and caregivers will continue to strive to keep their Medicare benefits well!

Caring for the Caregiver: Assessing and Addressing Your Personal Wellness

Bryan J. Godfrey, LCSW, Care Management Social Worker
UNC Geriatrics Specialty Clinic
We all know that self-care is important, but it’s hard to put ourselves first when caring for someone else. It seems there’s never enough time and we never have enough energy. In this session, we’ll learn more about stress and how it affects us, as well as how we can overcome common obstacles to self-care. A happier, more balanced life awaits!

Beyond the Obituary

Joseph Smolenski
Heather Hill
Renissance Funeral Home
Avoid the top funeral planning mistakes. Learn about cremation, green burial, and veteran options, as well as how to start the planning process.

Trusts, and How They Can Make a Difference

Mark Costley
Jonathan Williams
Clarity Legal
This presentation will look at various uses of trusts in managing and protecting people’s financial affairs. It will also include reviewing the powers of a trustee.

Dance and Movement for Everyone

Robin McCall, Director
Andre Avila, Artistic Director
ComMotion (Community in Motion)
Dance and movement bring joy to people of all ages and abilities. For both you and the person you care for, moving to music provides exercise, relaxation, happiness, and a new way to connect with those around you. In this interactive session, ComMotion (Community in Motion) will share their experiences teaching dance and movement classes in a variety of settings and will get the audience moving to some classic tunes.

Driving – Planning for Retirement

Kim Lamon-Loperfido, MSW, LMSW, MPH, Aging Transitions Administrator
Alison Smith, RD, Transportation Specialist
Marie Rawlings Dagger, MS, OTR/L, Occupational Therapist
Orange County Department on Aging
Learning to drive is a rite of passage and closely linked with our feelings of identity and independence. However, there may come a time in our lives or the life of someone we are caring for when driving is no longer safe. During this session we will bring awareness to when driving might become a challenge, strategies for having the conversation with a loved one, and resources around alternatives to driving during driving retirement.

Technology for the Caregiver

January Brown, Family Caregiver Specialist
Eastern Carolina Council Area Agency on Aging
In this “new” world, technology is more important than ever. Join us to learn more about useful tech and how to use it to make your caregiving easier. No need to be afraid of trying new things, we’ve done it for you and will share some of the easiest and most helpful tools available today.

What Seniors Should Know About Selling Their Home  in Today’s Real Estate Market

Danielle Weeks
NextHome Turn Key Reality
When you are ready to downsize, your home could be one of your most valuable assets. Therefore, selling your house in your senior years presents a different set of considerations than when you were younger. Whether you’re downsizing or relocating to a new area or retirement community, it takes careful planning to get the most out of your equity and to navigate the home sale in today’s real estate market.

Use and Abuse: Avoiding Risk as a Caregiver

Adam J. Hopler, Esq.
Hopler, Wilms, & Hanna, PLLC
When someone is no longer able to handle their own affairs, there are multiple ways that you can care for that person: as agent under power of attorney, as guardian appointed by a court, as trustee under a trust, as a representative payee for government benefits, etc. No matter the role, you have a duty to the person to act in the person’s best interest and not in your own best interest. This may seem obvious or even simple, but notions of family interest, poor financial record-keeping, and misunderstanding can put you in hot water. Adam J. Hopler, attorney at Hopler, Wilms, & Hanna, PLLC will talk us through the expectations and potential pitfalls in caring for another.

Dementia and COVD-19: Lessons for the Future

Melanie Bunn, RN, MS, GNP, Dementia Training Specialist
Dementia Alliance of North Carolina
COVID-19 has changed everything! Work, family, the economy, relationships, education, everything. But it hasn’t changed dementia. This session will discuss strategies to adapt to the challenges we have faced and will continue to face in making meaningful lives for people living with dementia in the face of COVID and their care partners.

All for Balance Mind Body Integration Qigong Workshop

Tish
Earth Monkey Energies
Come release stress, and find your peace and power with our All for Balance Mind Body Integration Qigong workshop. This workshop includes multiple components of well-being, based on the 4 baskets of health from Healer Within Qigong. You will learn exercises that anyone and everyone can do – seated or standing. Previous attendees have called this workshop “an enlightening experience;” “a life changer”, and “I learned skills to help me deal with future stressors.” Qigong can be done by everyone. Come join us to populate your wellness toolbox, and feel better immediately!

How to Pay for Long-term Care

Bill Comfort
Ron Heath
Jonathan Williams
This session will provide information on different sources of payment commonly used by families to help pay for the cost of long-term care. These include 1) using reverse mortgages, including how they work, qualifying guidelines, and examples of how caregiving spouses and children have used reverse mortgages to access home equity to pay for in-home care; 2) using long-term care insurance, with a focus on how the claims process works and what you should know when filing a claim on such a policy; and 3) using need-based government benefit programs, including the basic rules and common pitfalls in dealing with Long-Term Care Medicaid, NC Special Assistance, and the VA Aid & Attendance benefit. After short presentations from each of the panelists, there will be ample time for attendees to ask general questions.

PEACE for the Holidays

Melanie Bunn, RN, MS, GNP, Dementia Training Specialist
Dementia Alliance of North Carolina
As we approach the holidays, in the unusual times we are living in, developing approaches to make the experiences meaningful and beautiful and safe are in front of us. The good news, there are things we can do to both support the cherished past and create wonderful moments in the present. While focused on dementia, this session will offer insight that can be helpful to care partners in many relationships.

Medications, Prescribing, and De-prescribing

Sheri Omozokpea, PharmD, Clinical Pharmacist
Senior PharmAssist
In this presentation, clinical pharmacist Sheri Omozokpea will provide a review of medications used in the treatment of dementia. Additionally, there are other commonly used medications that have short- and long-term effects on cognition. She will also explain in detail why these medications should be used with caution. Lastly, she will describe strategies older adults and/or care partners can use to improve their health related to medication use.

Family Dynamics: Breaking Barriers to Healthy Communication

Vivian McLaurin, BA, CMC, Aging Life Care Professional™/Care Manager Certified
AFA Certified Dementia Care Partner
Preferred Living Solutions
Family dynamics throughout the dementia journey are a powerful force. Stressful times can launch (or re-ignite) family feuds, hurt feelings, and communication challenges. Family structures, personal beliefs, personalities, and family history can make for complicated situations when it comes to caring about and caring for a person living with dementia and their loved ones. Open communication and acceptance are valuable skills to share along the caregiver journey. Through real life examples, we will discuss positive family dynamics. We will look at constructive ways to reduce misunderstandings, manage expectations and break through barriers to improve family communication when emotions are running high.