General Session: Keeping your Digital Identity Secure (or, how NOT to get hacked)
Speaker: Mark Burnette

The Internet provides access to lots of good data, useful websites, social media options, and entertainment, but unfortunately, it also poses some risks to the security and privacy of individuals. In this session, one of America’s foremost cybersecurity experts will share some practical tips for how you can keep yourself, your clients, and your family safe and secure online. You will learn how to keep kids safe on social media, how to avoid having to remember hundreds of online passwords (and how to avoid having them hacked), and how to protect your privacy while surfing the Internet.

Breakout Session 2: Navigating 2025 Medicare Changes
Speaker: Dan Mangus

Medicare continues to change and adapt to the economic and healthcare environment. 2025 will bring multiple changes due to many factors including the Inflation Reduction Act, Medicare Final Rule changes, and implementing the nondiscrimination requirements associated with the Affordable Care Act. Medicare beneficiaries face many decisions from ways to access care, choosing appropriate healthcare plans to help pay for care, and getting all of the benefits from Medicare, other government programs, and their healthcare plan that they deserve. There are questions that they need to be asking and essential facts they need to know to make those critical decisions. This webinar will give current tools and tips to navigate the Medicare landscape.

General Session: Ready to Grow? Learn from the Growth Journey of Everyday Money Management
Speakers: Leah Nichaman & Shira Nichamen

“Ready to Grow? Learn from the Growth Journey of Everyday Money Management. Everyday Money Management is one of the largest DMM firms in the United States. Hear from its founder and Director of Operations about how they built it and learn important things to consider on your own growth journey. This session will cover hiring, building your infrastructure, developing and documenting processes, and training new staff.”

Breakout Session 3: Aging Life
Speakers: Jeffrey Wildstein & Kate Granigan

Presenters will discuss when to refer and defer to a care manager or other similar professional. Also liability and other issues to consider when a DMM’s skill and expertise ends. Presenters will discuss confidentiality concerns, and when reporting care issues is the best practice. The presentation will include scenarios and challenges DMMs and care managers face when working together.

Breakout Session 4: Technologies, Tools & Strategies
Speaker: Shannon Tefft-Janes

This session will provide attendees with a blueprint and action plan to help streamline operations while balancing client independence and autonomy. The presenter explains the Financial Fortress methodology which incorporates various disciplines and schools of thought from personal finance and security. By streamlining accounts, assigning roles, and purposeful management of communications, attendees will learn how to more easily monitor accounts and reduce fraud while preserving client agency.

Panel Discussion: Communities of Practice
Speakers: Caitlin Hall (High Net Worth), Robert Mayetta (Fiduciary), Barb Lyon (Seniors), Stacy Jo Thorne (DMM Firms)

You asked and we heard you! DMMs are looking for community. You want to be able to connect with other DMMs who are working in similar practice areas, regardless of location. Come and hear how experienced DMMs are practicing in your specialty or a specialty you’re interested in tapping into.

Networking/Day 1 Wrap Up/Communities of Practice
Speakers: Caitlin Hall (High Net Worth), Robert Mayetta (Fiduciary), Barb Lyon (Seniors), Stacy Jo Thorne (DMM Firms)

Meet the Panelists in breakout rooms to continue the conversation.

Panel Discussion on Ethics: Ethics 2024 – Case Studies on Cultural Differences, Aging, and Mental Capacity
Speakers: Natasha Faria Smith, Jennifer Pilz

This presentation aims to bridge the gap between aging life care and financial management through a series of enlightening case studies. These real-life scenarios including individuals with varying cultural backgrounds, ages, and diminished capacity will demonstrate the intricate relationship between managing the care needs of seniors and their financial planning. By showcasing these case studies, the session will provide daily money managers with practical insights and strategies to better serve their clients.

Breakout Session 5: Dealing with a Client’s Incapacity, When to Call a Fiduciary
Speaker: Darby Jones

In this session, Darby Jones will discuss the challenges, liabilities, and best practices when faced with a client showing signs of cognitive decline. She will provide important tips to utilize during a client’s onboarding process; when it may be necessary to bring in an elder law or estate planning attorney (and what the difference is between them); what is “incapacity” really?; what is fiduciary duty; suggestions for protecting yourself from liability; understanding the estate documents that may be in place; and how to safely provide services if incapacity exists.

Breakout Session 6: Estate Planning-How DMMs can Help in the Process
Speaker: Carolyn Schaefer and Amy Egtvet

Overview of Estate Planning and how the DMM can help the legal, tax and trust officers involved in the planning.

What are the most common trust types associated with Estate Planning.

For each of the trust types, what does that tell us the client is trying to achieve. Ie: tax planning, asset protection etc.

What do trust officers want to know about the client from the DMM? How can we help facilitate your work?

Are there trusts we should know about that clients should consider in their younger years?

When the client becomes incapacitated, does the standard POA take over or is their language in the trust that tells what to do?

General Session: The Power of Purpose
Speaker: Dale Wilsher

What is your purpose? Is it your job? The people that you love or lead? Your goals? Actually, it’s none of those things. Your purpose is not WHAT you do, or WHO you serve, or WHERE you are going. Your purpose is WHY you exist and the difference you are here to make. In this inspiring message, Dale shows you how to find your purpose and realize your greatest potential in both your personal and professional life. Through an understanding of your signature strengths, core values, mission and vision, you will begin to see what you are here to do and rise up with courage to be all that you were meant to be.