2019 April Chapter Meeting Program in Simulcast in Ft. Collins

April 26, 2019
11:30 AM MDT - 2:00 PM MDT
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Retirement & Estate Advisors, Inc. Office
4703 Boardwalk Drive, Bldg B, Suite 1
Ft. Collins, CO 80525

Aging Clients, Families and Money: A Lesson From the Astors

In 2006 news broke about a brewing feud amongst family members of the well known New York socialite and philanthropic family of the Astor’s.  Brook Astor, diagnosed with Alzheimers, was being cared for by her son when her grandson filed a lawsuit alleging that his father (and her caregiver) was neglecting her care and living on her money.  Join us in this month’s meeting where we will be taking a multi-discplinary approach to exploring the topic of working with our older adults, their families and their money.  In this meeting we’ll be looking at this case and others through the lens of an aging/care specialist, elder law attorney and Dementia Friendly Colorado as we discuss specific examples of typical age-related cognitive changes, the Colorado Mandatory Reporting statute (Mandatory versus Urged reporting), the importance of proper selection of fiduciaries, guardianship and conservatorship proceedings in Colorado. 

Exploitation and abuse of an older adult can be difficult to spot for a multitude of reasons including family patterns and dynamics, fear of being intrusive on the part of providers, and isolation of the individual at risk.  This panel will offer tips on how to handle questionable situations and protect your clients.  

Learning Objectives: 

  • Participants will understand what to look for in potential abuse/exploitation situations from a complex case manager perspective
  • Participants will learn ways to query clients who may be at risk while also respecting privacy and choice
  • Participants will acquire options in the community for "staffing" questionable situations and understand the process of Adult Protective Services 



Jill Eelkema
Western Care Partners Founder 
Before founding the Western Care Partners which guides and supports families through the maze of tasks, emotions and family dynamics that come with getting older, Jill managed the Aging & Disability Resource programs for Denver's Area Agency on Aging.  She works with families across the United States to help them maximize their opportunities for funding and care.


Maria Lopez, CFP®, Esq.
Counselor and Attorney at Law

Maria’s unique combined background of estate planning, elder law and financial services provides her with the tools to work collaboratively with a client’s other trusted advisors to meet the client’s goals through every phase of life. She has spoken nationally on the topics of estate planning, charitable planning and elder law.

JJ Jordan
Dementia Friendly Community Chair

JJ Jordan has been in the field of Alzheimer’s/Dementia for 20 years. She was a family caregiver for 16 years when three parents were diagnosed with Alzheimer’s. JJ is the Community Chair for Dementia Friendly Denver, part of Dementia Friendly America, a not for profit initiative announced at the White House Conference on Aging in 2015.


Moderated by Wendi Strom


FPA of Colorado Cancellation Policy

Registration cancellation for a refund or a transfer to the next chapter meeting may be requested by no later than Noon on the Tuesday prior to the meeting date. No refunds or transfers will be issued after that date.


$10.00 FPA Non Members