Schedule

Monday, January 21, 2019

8:15-9:00

Registration Check-In & Breakfast

Blue Cross Blue Shield, Auditorium A

9:00-9:15

Welcome & Program Overview

John Schwarm, Associate Dean, College of Business, Concordia University Chicago

John Holton, Director, Center for Gerontology & Visiting Associate Professor of Gerontology, Concordia University Chicago

9:15-10:15

Morning Plenary--How We Age-Cognitive Decline

Robert Roush, EdD, Professor of Medicine-Geriatrics, Baylor College of Medicine; Director, Texas Consortium Geriatrics Education Center; Huffington Center on Aging, Houston, Texas

10:15-11:15

Panel:  A Public Sector Prospective: Financial Fraud and the Elderly

Wendy Cappelletto, Supervising Attorney, Office of the Public Guardian of Cook County
Jon Hofacker, Coordinator, Aging and Disability Rights, Age Options

11:15-11:30

Coffee/Tea Break

11:30-12:30

Panel: Real Life, Real Time Ethical Issues

Moderator--Chris Genzler, CFP® /Financial Advisor-Forum Financial Management
Panelists--Deanna L. Salo, CPA, Principal, Cray, Kaiser Ltd.; Eleonore Weber, CLTC and Principal, Your Life Security, LLC; Karen Jones, Senior Vice President, Private Client Advisor-U.S. Trust

12:30-1:30

Luncheon & Keynote Presentation

John Wasik, author and journalist for Wall Street Journal, Bloomberg, Forbes, Financial Times

1:45-2:45

Afternoon Plenary--Estate Planning & Preventing Fraud

Kathryn Casey, Certified Elder Law Attorney, Dutton, Casey & Mesoloras, PC

2:45-3:45

Panel--Best Practices

Moderator--Celiza (Lisa) Bragança, Investor Protection Attorney, Bragança Law, LLC
Panelists--Don Blandin, CEO of the Investor Protection Trust; Tanya Solov, Director, Illinois Securities Department

3:45-4:00

Wrap-Up & Next Steps

Thomas Jandris, CINO and Founding Dean of the College of Innovation and Professional Programs, Concordia University Chicago

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