9:30 am – 10:15 am
Chronic Obstructive Pulmonary Disease (COPD) Management, Presented by City of Hope
WATERFALLS ROOM
9:30 – 10:15 am
Brian Tiep, M.D., Director of Pulmonary Rehabilitation, Lung Cancer and Thoracic Program
COPD is 3rd largest cause of death in this country and around the world. It is chronic and progressive disease with acute flare-ups. In disease management, patients learn how to live quality lives. Caring for themselves at home, teaching them to recognize early signs of flare-ups, arming them with a rapid action plan, and supporting them all the way.
One of the foremost experts on lung disease, Brian Tiep, M.D., brings nearly a half-century of experience to City of Hope. He is a non-stop evangelist on quitting smoking, even taking to Twitter to spread the word. He is also highly skeptical of e-cigarettes and the manufacturers’ claims that the product is safe.
Dr. Tiep is program designer and medical director of the Respiratory Disease Management Institute in Pomona and Monrovia, CA. He wrote the first textbook on oxygen therapy, received several patents for devices to
detect lung disorders, and designed several oxygen delivery devices.
City of Hope is a Gold sponsor and exhibitor at the expo.
5 Mistakes When Leaving Assets to Children and Grandchildren
CASCADE ROOM
9:30 – 10:15 am
Attorney Marc J. Schwartz, Law Offices of Marc J. Schwartz
You love your kids, and if you have grandkids, you probably love them more. The greatest gift you can give to all of them after you die is not your money, but it is a well-designed plan. The plan should make sure there is no fighting, should have protections for the money you leave, and should pass down your VALUES as well as your assets. Come hear Marc Schwartz, Personal Family Lawyer and winner of Daily News Reader’s Choice for Best Attorney 2015 and 2016, talk about the nightmare situation your family faces upon your death or incapacity if proper planning is not in place, and how to prevent it. Specifically, Marc will talk about the 5 common mistakes parents make when leaving assets to their children and grandchildren. Whether you have an estate plan in place or not, this seminar is for you.
Attorney Marc Schwartz’s considerable legal expertise includes family protection, wealth protection, wealth preservation and values-based planning, as well as strategies for small businesses and real estate owners. His firm concentrates on trusts and estates, real estate and business law.
The Law Offices of Marc J. Schwartz is an exhibitor at the expo.
10:30 – 11:15 am
Age Well, Drive Smart – Keys to Safe Driving
WATERFALLS ROOM
10:30 – 11:15 am
Officer Leland Tang, Presented by the California Highway Patrol Senior Volunteer Program
Talking with an older family member about their driving is often difficult. Most of us put off that talk until the person’s driving has become what we believe to be dangerous. When driving stops mobility needs to continue, and senior drivers deserve counsel and assistance in looking for other options. The CHP developed this free Age Well, Drive Smart class that provides older drivers the tools to driving safer and driving longer. The class is a great way for our seniors to educate themselves, evaluate their driving abilities, and improve their driving skills.
California’s older driver population is numbering about 2.9 million today. It is estimated that there will be over four million residents age 65 and older in California by the year 2020. Knowing that much of this community still relies on driving as their primary means of transportation, which is why this program is so key. The program is supported by the Keeping Everyone Safe grant from the California Office of Traffic Safety.
The California Highway Patrol is an exhibitor at the expo.
Medicare 101 – Understanding Your Medicare Plan Options
CASCADE ROOM
10:30 – 11:15 am
Presented by HealthCare Partners, Matthew Fletcher, AGA Broker
Medicare options can be confusing for those approaching 65. Mr. Fletcher will help to answer and clarify questions and concerns about when you are eligible, what are parts A, B, C and D, advantages and disadvantages, and guidelines for signing up. Being educated on all available options will help you make the best choice.
Mr. Fletcher is a local, licensed and trained Medicare insurance expert. He is certified with top Medicare Advantage & Prescription Drug Plan carriers in California. Representing most major companies with a Medicare contract, he is qualified to answer any question you may have.
HealthCare Partners is a Silver Sponsor and exhibitor, and AGA Medicare Options is an exhibitor at the expo.
11:30 – 12:15 am
Clutternomics: Get Your Life Back — DeClutter Now for Instant Abundance!
WATERFALLS ROOM
11:30 am – 12:15 pm
Kathleen Ronald, Speaker, Trainer, Author, Consultant
How many hours do you waste looking for things? Do you feel stuck in any area of your life? Do you feel you are drowning in life clutter to the point where you are drained of your energy? Does your clutter cause you stress, loss of time, money and peace of mind?
Clutter affects 19 areas of your life. The results are many and deeply transformative once you begin to get rid of the clutter. In this session, you will Discover tools to eliminate the physical, mental, spiritual, environmental, body and people clutter. Get in touch with how much your life-clutter has really cost you over the years. Implement “one” easy rule and get back 7 hours a week. Realize the de-clutter secrets of getting a bigger paycheck. Learn a few simple tricks to begin to get your life back NOW!
With an electrifying, comedic style all her own, Kathleen Ronald delivers empowering programs that not only motivate but also produce bottom-line results. She is a Business Growth Expert, an unparalleled networker, an internationally renowned speaker-trainer, an award-winning business consultant and poet, a contributing best-selling author and, the founder of Speaktacular!
Kathleen has more than 30 years of experience providing custom, inspirational keynotes, training seminars and consultancy to Fortune 500 companies, small business, direct sales organizations, and professional associations. She has also appeared on The Doctor’s show and The Dr. Phil show!
Kathleen Ronald is an exhibitor at the expo.
Strategies for Selecting the Most Cost-Effective Medicare Supplement Plan
CASCADE ROOM
11:30 am – 12:15 pm
Paul Davis, Paul Davis and Alberta Bellisario Insurance Services, CA license 0669770
There are 11 different Medicare supplement plans available from dozens of carriers. In this session, Mr. Davis will cover the following:
• Which Medicare supplement plan should you choose?
• Why does timing make a difference?
• How often should you shop coverage?
• What provides the most cost-effective solution for short term
and long term?
• When can you enroll on a guaranteed issue basis?
Paul Davis and Alberta Bellisario have been providing sound advice to their clients for over 55 years combined. They have been recognized for providing value to their clients with honesty and integrity. They are knowledgeable on plans available for those eligible for Medicare and can also assist with: Life Insurance, Disability Insurance, Long Term Care Insurance, Individual Health and Dental Insurance and employee benefits. Voted “Best Insurance Agent” by Daily News Readers for 15 years in a row.
Paul Davis and Alberta Bellisario Insurance Services is an exhibitor at the expo.
12:30 – 1:15 pm
Dennis McCarthy – Author, Speaker and Daily News Columnist
WATERFALLS ROOM
12:30 – 1:15 pm
Dennis McCarthy, long time Los Angeles Daily News columnist, has spent his career talking to and writing about “the uncommon common man or woman.” Dennis will entertain with fun and inspirational stories from interesting seniors he’s met that defy the word “aging.” He’ll also add some personal observations including saying goodbye to his “60’s” and welcoming his “70’s”.
Dennis’ latest book “Here’s to the Winners” provides favorite stories from 30 years of talking to war vets, school teachers, cops, firefighters, nurses, social workers, barbers, bartenders and anybody else in town who could point him in the direction of a good human interest story. After his session, Dennis will have “Here’s to the Winners” available for purchase and signature after session.
Smart Income Planning and Tax Strategies for the Complete Retirement Plan
CASCADE ROOM
12:30 – 1:15 pm
Danial Fereydani, President, Pendo Insurance Services, Inc.
In this session, Mr. Fereydani will cover how to save up to 40% in taxes, how to protect your principal while safely meeting your income needs, and what to do to leave a tax-free legacy for your loved ones. He will also present a case study in purposeful retirement planning.
Danial Fereydani, the President and founder of Pendo Insurance Services, Inc. is a licensed independent insurance advisor and a registered investment advisor affiliated with Fidelity Institutional Services. With offices in Beverly Hills, CA, Mr. Fereydani specializes in income, liquidity and tax-efficient estate planning. He focuses on helping clients achieve their long-term financial goals by understanding their specific situation and implementing a strategy that positions them for guaranteed retirement income with principal protection, minimizing taxes and leaving a legacy for loved ones. Mr. Fereydani ranks among the top 1% of insurance advisors in the country.
Pendo Insurance Services is an exhibitor at the expo.