Northern California Education Day Agenda
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7:30 AM - 8:15 AM CHECK IN AND BREAKFAST  
8:15 AM - 8:30 AM WELCOME  
     
8:30 AM – 10:00 AM GENERAL SESSION 1 - Salon E
Know your Client: Investments and Asset Allocation
CEU Category - Estate
Scott McDonald, Managing Director
Merrill Lynch
Dan Cutter, First Vice President
Merrill Lynch
     
10:00 AM – 10:15 AM BREAK  
     
10:15 AM – 11:15 AM BREAKOUT SESSION 1A - Salon D
The Able Act: What is the Act, How does it work and coordinating distributions with SNT’s
CEU Category - Trusts

Stephen Dale and Jennifer Steneberg, Attorneys At Law
Dale Law Firm

     

10:15 AM – 11: 15 AM

BREAKOUT SESSION 1B - Salon E
Deconstructing the Neuropsych Exam: What are the elements of the exam?  Planning therapy based on results
CEU Category - Person

Eric Freitag, Ph.D
Clinical psychologist

     
11:15 AM – 11:45 AM BREAK/MEET THE EXHIBTORS  
     
11:45 AM - 12:30 PM LUNCH  
     

12:30 PM - 2:00 PM

GENERAL SESSION 2 - Salon E
Financial Elder Abuse: Practical Legal Steps to
Protect An Elder and Recovery of Assets
CEU Category - Estate

Susanne B. Cohen, Attorney At Law
Law Offices of Susanne B. Cohen

     
2:00 PM - 2:15 PM BREAK  
     

2:15 PM - 3:15 PM

BREAKOUT SESSION 2A - Salon D
Working with Caregivers: Solutions to Common Problems
CEU Category - Estate

Robert Nuddleman, Attorney At Law
Nuddleman Law Firm

     
2:15 PM - 3:15 PM BREAKOUT SESSION 2B - Salon E
Hearing Loss:  It’s more than testing and wearing a hearing Aid
CEU Category - Person

Terry Mitchell, Audiologist

     
3:15 PM - 3:30 PM BREAK  
     
3:30 PM - 5:00 PM GENERAL SESSION 3 - Salon E
Understanding the SSA Programs To Better Serve Our Clients: A working knowledge of SSDI and SSI
CEU Category - Person
Daniel E. Fortuno
Benefits Education Center
     
5:00 PM – 6:00 PM RECEPTION