Friday, June 17, 2016

East Coast Seminar: Social Worker, Nurse, Health Care Professional as Entrepreneur -

Learn to the 10 critical steps a social worker or health care entrepreneur takes to launch a private aging life/geriatric care management business from the author of the Handbook of Geriatric Care Management now in 4th edition.

You will learn:

To bill clients and break the barrier of selling your professional expertise

To practice the business skills, you need to design and run a profitable GCM agency

To find the Client, CRM and Billing software you must have to run an Aging Life or Geriatric care management business

To find forms and operations manual needed to run a successful GCM agency

To do a competition survey to discover if you have the client/ customers to start a geriatric care management business

To do a market survey to pinpoint if you have enough the third party referrals (i.e. elder law attorneys, ) to start a geriatric care management business

To write a business ,marketing and a sales plan for a Geriatric Care Management Business

To market to "Entitled " Concierge Clients" who use private geriatric care management

To create a 3-year financial forecast to able to map when your GCM business will thrive

This course, Social Worker as Entrepreneur 10 Steps to Start a Non Profit Geriatric Care Management Agency
provided by Cathy Cress MSW, is approved for continuing education by the New Jersey Social Work Continuing Education Approval Collaborative, which is administered by NASW-NJ. CE Approval Collaborative Approval Period July 21, 2016

Social workers will receive 6- non clinical continuing education CEU's for participating in this course."

"Please contact Cathy Cress MSW at or for information about continuing education credits for social workers."

Wednesday, June 8, 2016

revocable trusts VS irrevocable trusts

from Googling:
A trust acts like a will and the property is distributed to the beneficiaries as directed by the trust agreement when the grantor dies.

A revocable trust is a trust whereby provisions can be altered or canceled dependent on the grantor. During the life of the trust, income earned is distributed to the grantor, and only after death does property transfer to the beneficiaries. Also referred to as a "revocable living trust".

Typically, a revocable trust becomes irrevocable (cannot be changed) when you die.

A trust involves three parties: you as the creator, the trustee or trustees who agree to manage your assets as directed by the terms of the trust, and the beneficiaries

A revocable trust VS An irrevocable trust is an arrangement whereby a grantor relinquishes legal ownership of property and places it under the administration of a trustee, who administers it for the benefit of the trust beneficiaries.