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Past Webinars

We have implemented a new system for receiving CE credits for a previously recorded webinar. You will be required to submit a short assessment verifying that you completed the webinar. 

Credits are available 1 year after posted. You will not receive credit for an expired webinar.

2024 Webinars

Date: 5.23.24

Speaker: David Lillesand, Esq.

Topic: Guardians’ Frustration and Remedies for Dealing with the federal Social Security Administration

Category: General

Recording Link

CE Assessment

Date: 4.25.24

Speaker: James Vales

Topic: Housing and Urban Development- Veterans Administration Supportive Housing (HUD-VASH Program)

Category: General

Recording Link

CE Assessment

Presentation

Date: 3.28.24

Speaker: Jon Mendelsohn

Topic: Limit Liability and Help Clients Pay for Caregiving Needs with a Buyout of Existing Life Insurance

Category: General

Recording Link

CE Assessment

Date: 2.22.24

Speaker: Alex Hanley

Topic: Guardianship and Surety Bonds: What You Need to Know

Category: Fiduciary Responsibilities

Recording Link

CE Assessment

Presentation

Date: 1.25.24

Speaker: Catherine Dunlap

Topic: Guiding Veterans: Essential VHA Services

Category: General

Recording Link

CE Assessment

Presentation

Presentation


2023 Webinars

Presenters Name: Steven Dunn and Kevin Dunn

Title: Long Term Care Policies: Understanding How They Work & How to File Successful Claims

Recording Link: https://youtu.be/j_d-67cObmk

CE Credits Expired

Powerpoint

Presenters Name: Karla Starkey, Nicole Finegan and Becki Cassidy

Title: Taxes – What Guardians Need to Know

Recording Link: https://www.youtube.com/watch?v=SOiKMy2ALYA

CE Credits Expired

Presenters Name: Cindy Gray, RN CDP of ComForCare Home Care – Greater Orlando

Title: Choices in Private Duty Home Care

Recording Link: https://www.youtube.com/watch?v=SOiKMy2ALYA

CE Assessment

Powerpoint

Presenters Name: Leonard Hock

Title: Physician Orders for Life-Sustaining Treatment (POLST): What is it and why should you know about it as a guardian?

Recording Link: https://youtu.be/92tEH1vqVtU

CE Credits Expired

Powerpoint

Presenters Name: Anthony Palmieri

Title: Guardianship Integrity Assurance: Investigating Guardians

Recording Link: https://youtu.be/LaGkrbuIITI

CE’s Expired

Powerpoint

Speakers: Heidi Isenhart & Stephanie Cook with Shuffield Lowman

Title: An Interactive Session with Seasoned Guardianship Attorneys: Exploring Conflicts & Creative Solutions on a Practical Level

Recording Link: https://youtu.be/4pk0ednQA2I

CE Assessment

Speaker: Jital Patel

Title: Empowering Guardians: Navigating Occupational Therapy and Older Adult Driving for Independence

Recording Link: https://youtu.be/q8zHkHiea_c

CE Assessment

Powerpoint

Speaker: Elizabeth Bertrand

Title: Entity Options for Professional Guardians

Recording Link

CE Assessment

Powerpoint

Speaker: John Finch

Title: ABLE: Florida’s Disability Savings Program

Category: Fiduciary Responsibilities

Recording Link

CE Assessment

Powerpoint

Speaker: Claudia Porpiglia

Title: Understanding the “Benefits Debacle”: A Deep Dive into Disability Benefits and the DAC Program

Recording Link

CE Assessment

Speaker: Kate Harple and Theresa Barton

Title: Exploring the Potential of ChatGPT for Professional Guardians

Recording Link

No CE’s offered


Past Quarterly Meetings

March 28, 2023

Title: Make Your Billing Better Quarterly Meeting

Description: As a professional guardian in the state of Florida, there are things you shall and must do per Statute 744 and the 58M-2 Standards of Practice, but when was the last time you really read these documents? Do you know how to word your billing in a way that proves you did the things you “shall” or “must” do, while keeping it brief, protecting the ward’s privacy and complying with ever-changing court requirements?

The “Make Your Billing Better Quarterly Meeting” is a deep dive into Statute and the Standards of Practice that can help guardians understand the full scope of their duties. Each quarter, we will take 1 or 2 statutes/ standards of practice and pull them apart as a group to discuss ways the SHALLS and MUSTS can be used to make your billing stronger and less likely to be cut by the courts. The goal is to help guardians come away with usable information and suggestions that they can put into place in their guardianship practice, whether they are a stand-alone guardian, a guardian with one staff, or a guardian with many staff

Presentation Recording: https://youtu.be/iyIb_VLb8EQ