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