SLF Planning For Change Events

2022 Planning for Change 

Highlights and Resources from the 2022 Planning for Change Seminar

2022 SLF Planning for Change Program Booklet

Session 1 (Watch On-Demand Recording)

1:15pm - 2:00pm: “Difficult Conversations: Family Discussions on Finances and Planning”

Discussing finances as we age is not an easy conversation, but it is necessary. Families are not always aware of aging relatives’ assets, insurance, and plans, and they may have much to navigate when a need arises. Learn from a Certified Financial Planner and an expert in federal benefits about how to have conversations with loved ones about their financial position and their plans for the future.

2:00pm - 2:45pm: “Changing Plans: Evolution and New Options in the Long-Term Market”

Since emerging in the latter part of the 20th Century, long-term care (LTC) insurance has gone through a lot of changes. Coverage has changed, and there are new options to meet the needs of almost anyone at any age. Join us for an overview of the options now available. Learn about traditional, hybrid, and other LTC plans from a designated long-term care professional.

Session 2 (Watch On-Demand Recording)

3:00pm - 4:00pm: “Estate Planning”

Join us for an important discussion on important legal documents, tax considerations, and more.

  • Presented by: Jennifer O. Schiffer, Shareholder, Bean, Kinney & Korman

  • Presentation: Estate Planning

4:00pm - 4:45pm: “Retiree Resources and State Department Updates”

Get answers to frequently asked questions and learn about resources available to retirees from the experts.

Session 3 (Watch On-Demand Recording)

5:00pm - 5:45pm: “Confusion and Costs in Homecare”

Join us for a session to decipher what your insurance does and doesn’t cover when it comes to homecare. Learn ways to review and choose a home care agency and what to expect when the monthly bill arrives.

  • Presented by: Kate Aubert, MSW, SLF Social Worker Consultant and Darla Clinedinst, RN, BSN, Manager, Clinical Health Services, Aetna



Highlights and Resources from the 2020 Planning for Change Virtual Seminar

2020 SLF Planning For Change Program Booklet

Session 1: A brief update on the state of COVID-19 and what to expect as we approach flu season. Learn more about coping techniques to help you deal with your coronavirus anxiety and walk away with strategies for supporting your emotional and mental wellbeing in the midst of COVID-19.     

Session 2: While other industries are being forced to retrench and ride out the novel coronavirus pandemic, medical innovation is moving full speed ahead.  Health care providers, insurers and pharma manufacturers responded in record time with new models. The search for COVID-19 treatments and vaccines is showing positive early results. Seniors, who are at particular risk for the coronavirus, can stay safer through virtual visits with doctors and medications delivered to their doors. At the same time, work has not slowed on developing gene therapies and treatments for other conditions, including Alzheimer’s disease. Join Dr. Steve Miller, chief clinical officer of Cigna and Express Scripts, for the latest insights in medicine for older adults.

  • Presented by: Dr. Steven Miller, Chief Clinical Officer, Cigna & Express Scripts

  • Presentation: Medicine Must Go On

Session 3: Caring for aging parents or dealing with a personal medical crisis of your own may require a step back to reevaluate needs, consider new living accommodations and explore assisted or senior living communities to better suit those needs. When faced with the tough decision to remain at home or move to a retirement community, care management services are often essential to helping an individual throughout the decision-making process. In this session, you’ll learn from a panel of care management professionals as they discuss tips for navigating this difficult and quite common scenario.

  • Presented by: Joan Parrish, Social Worker, Senior Living Foundation; Kate Aubert, Social Worker, Senior Living Foundation; Heather Suri, Founder, Pathways in Aging; Irene Paplos, Director, Clinical Health Services, Aetna.

Session 4: A major life transition such as a relocation can take a major toll on ones physical and mental health. Who will help with my move and where do I even begin are just two of the questions that many face when trying to decide on next steps. Join us to learn helpful tips and resources available to seniors and caretakers needing to declutter, relocate and/or downsize.

Session 5: Needing resources to help you navigate retirement and Foreign and Civil Service annuities? This session will walk you through online tools available from The Retirement Network of the U.S. Department of State.

  • Presented by: Sonja Rix, Director, Office of Retirement, State Department; Ed Capers, Deputy Director, Office of Retirement in the Bureau ?of Global Talent Management, State Department.

Session 6: A discussion on important legal documents and changes to the new tax code.

Session 7: Learn more about CVS’ exciting new initiative to provide robust wellness centers in communities across the nation.


2018 Planning for Change

Highlights and resources from the 2018 Planning for Change Seminar

Resource Materials:

Opening Remarks & Session 1: Moving Forward: A Road Map to Better Mental Health

Opening Remarks:

The Honorable Marc Grossman, Chairman, SLF
Jim Eden, Chairman, The Eden Group, LLC

Session 1:
A discussion of mental health challenges commonly faced by seniors, and the tools needed to overcome them.
Dr. Charles Rosenfarb, Medical Director, Bureau of Medical Services, Department of State

Presentation: Moving Forward: A Road Map to Better Mental Health

Session 2: Coaching for a Healthy Lifestyle

Insights on one-on-one coaching programs available in the FEHB that are currently helping elderly patients overcome obstacles and realize optimal health.

Ted Borgstadt, CEO, Trestle Tree, Inc.

Presentation: Coaching for a Healthy Lifestyle

Session 3: Panel Discussion- Care Management A-Z

A discussion covering the A-Z of senior care management to include pre- and post-hospital confinement, inpatient rehab, and in-home care services.

Kate Aubert, Social Work Consultant, SLF (Moderator)
Monica M. Micklos, Director, Care Management Program, Seabury Resources for Aging
Irene Paplos, Director, Clinical Health Services, Aetna  

Presentation: Care Management A-Z

Session 4: Retiree Resources, Annuities & State Department Updates

A discussion covering frequently asked questions on retirement. Topics include retirement resources available to seniors, Foreign and Civil Service annuities and a demo from the Retirement Networks of the U.S. Department of State.

Jeffrey Mounts, Managing Director for Global Compensation, Office of the Comptroller/Global Financial Services, Department of State
Sonja K. Rix, Director, Office of Retirement, Department of State
Edward Capers, Jr., Deputy Director, Office of Retirement, Department of State

Presentation: Retiree Resources, Annuities and State Department Updates

Closing Remarks & Session 5: Planning for Change Estate Planning & New Tax Laws

A discussion of important legal documents and changes in the new tax code.

Jonathan Kinney, Partner, Bean, Kinney and Korman, P.C.
Lauren K. Rote, Shareholder, Bean, Kinney and Korman, P.C.

Presentation: Estate Planning

Closing Remarks
Jim Eden, Chairman, The Eden Group, LLC
Paula Jakub, Executive Director, SLF