Senior Law Day 2009 in Review

Senior Law Day 2009 “In Review”

Date  End of June is desirable  At least three weeks after Salute to Seniors event  Book completed in March for 9News ads filmed in April?

Location  Renaissance Denver Hotel is desirable  Like to add larger meeting rooms —Julie R. will look for weekends when rooms at the hotel are booked, but meeting rooms are open

Program ideas  No hour and a half programs  Largest rooms for Wills and Trust and POA topics  Consider making Wills and Trusts repeat four times (with two speakers) as POA did—long programs get Q&A and short do not  Ensure single offerings are not the last time slot  Plenary session still undecided—need to review evaluations  Add topics o Beneficiary Deed o Trust Funding o Basic Probate

 Times for Programs o 9-9:45 Short programs (45 minutes) 1. What To Do When Someone Dies 2. Adult Protection & Elder Abuse 3. Assisted Living & Nursing Home Issues 4. Hospice & Pallative Care 5. Own Your Own Future 6. Reverse Mortgages 7. Legalization of Aid in Dying 8. Enhancing Quality of Life for People on Public Benefits o 10-10:55 Long programs (55 minutes) 1. Estate Planning: Wills, Trusts, and Your Property 2. Living Wills, POA 3. Long-Term Care Insurance 4. Consumer Fraud 5. VA Benefits 6. Aging in Place 7. Medicare 101 8. Medicaid 9. Lifelong Learning & The Aging Brain 10. Understanding Memory Loss and Dementia o 11:15-12 Short programs (45 minutes) o 12-12:55 Long programs (55 minutes)

Sponsor  Rearrange Sponsor locations to Corridor or Ballroom A-B  *Concern that noise may be a factor for classes going on in Ballroom C-D  Review spellings/name badges  “Special” CLE or CBA bags  Move CBA table upstairs near registration or other prominent location to hand out brochures Volunteers  Add volunteers at top and bottom of escalator-to assist with directions  Add volunteers at top and bottom of stairs to atrium-to assist with directions  Add volunteers at top and bottom of elevator-to assist with directions  Place volunteers at maps-to assist with directions  Floor Monitors-Use walkie-talkies on floors to determine when rooms fill  Need two AV people—not Julie R, she’s already busy enough!

Brochure  Suggest in brochure that all participants park at Wal-Mart lot  List topics on brochure in order of popularity/larger rooms likely

Signs  Place topic numbers on the schedules  Note that Red is Atrium level-upstairs  Note that Blue is Ballroom level-downstairs  Sign for parking pick-up at Wal-Mart lot  Solo sign for partners near registration, as well as full sponsor listing at top of escalator  List TOC for Senior Law Handbook and state topics that are in book at have a seminar

Evaluations  Add to evaluation: e-mail or address must be included to receive brochure in the future and that is the only use of that contact information  Add to evaluation: “Have you attended this event in the past? o First time o 1-3 times o 3-5 times o 5+ times Other  Send out confirmations via mail two weeks before event: listing topics  Put prizes for filling out evaluations on registration desk to assist in encouraging responses  Place books on the right side of the escalators on the right so that books can be handed to attendees as participants exit the escalator—put a few on the left for when both escalators are going down  Ensure online registrations made it onto registration list  Extra blank evaluation forms available  Extra pens available to fill out evaluations Hotel  Add trash cans  Add fans in all rooms  Water on Coffee stations  Warn Valets-need at least 4 people Parking  Secure additional shuttle vans/casino bus—see below: o Hi folks - just an idea to consider for next year. We've gotten quite a few calls from people about whether there is any transportation assistance to the SLD. I think as more people are interested in attending, transportation can be more of an issue - especially for those that do not live in a senior center or have much assistance from family. I looked on RTD's website about Call-A-Ride, and it doesn't appear that is a service if you live in Denver. But, the SeniorRide, if SLD was one of their designated events, then maybe we can coordinate with them for next year. Not sure how that works, but maybe someone at DRCOG does. There are no events listed on their website for June at all! The last newsletter showing upcoming events is from March. So, maybe we need to help them out a little. Maybe they are already going to be at SLD this year with info - not sure. They did have some really great outings in their March newsletter. Also, maybe there is a way we can find out if any of the local senior centers can offer rides to people - maybe some way they can coordinate information with us as this program grows? Just a thought... D

From: [email protected] [mailto:[email protected]] Sent: Monday, June 29, 2009 3:53 PM To: Lisa Travis Fischer Subject: Re: Senior Law Day 2009 "In Review"

Hi Lisa:

You are awesome! It looks great. Thanks Carl & Sean! My suggestions & comments:

- Start with the long programs so the day ends with the shorter ones. -Yes, have Wills and Trusts x 4 as is POA's x 4. -I like the suggestion of moving the CBA table to a more visible area. -Yes, include topic numbers on schedule. -Regarding evals-I told my seminar people to please include contact info in order to receive a brochure next year, preferably by e-mail and that their info only would be used for this unless they asked to be contacted. Maybe have a check off box on eval for "Do you want us to contact you further, etc?" -Like the attendance frequency question on eval. -Parking: make a bigger push for seniors' communities etc. to use their buses and get people over. Also, maybe we can get more buy in from RTD and get it to schedule pick up locations around the city. If we had a certain number of mobility impaired people from a specific area, with lots of advanced planning, we could get an RTD pick up for them. Remember, I have my RTD director friend Bill McMullen, who would be very willing to help us. I'm sure he'd be willing to come to a meeting. -Overall, I think the transportation part needs lots more fine tuning. -Place all the elected officials such as the state senators and representatives and council members of Denver and our other target cities on the e-mail list to receive brochures and info so they can tell their constituents. -Do we need to better define our geographical target area? - Include more lower income senior housing type facilities in our mailings/e-mails. - Definitely pre-record seminars so they can be shown to seniors across the state, perhaps at senior centers and preferably on the same day as SLD live.

Have a great 4th!

Michele From: Susan Hoyt Sent: Wednesday, July 01, 2009 9:30 AM To: Lisa Travis Fischer; Carol Mullins; Susan Hoyt Subject: Sponsor and Speaker for next year's Senior Law Day On Senior Law Day, I was approached by a person who wants to speak next year and one who wants to be a sponsor. This note is to help us all remember when the time comes. 

Potential Speaker: Shelley Thompson Allen & Vellone 303-534-4499 Could address estate planning, powers of attorney, wills, or related topics

Potential Sponsor: Jackie Roberts Real Estate in the Big City (?) 13669 Boulder Point, #101 Broomfield, CO 80023 303-668-3999 www.soldbyjackieroberts.com [email protected]

Thanks! Susan Hoyt

Highlights from Evaluations:  Ideas for workshops: Avoiding Family Conflicts with Estate Planning; Choosing a Lawyer; Preparing for the unforeseen; Senior Travel; Physical Education; Access to Grandkids out of state after a Divorce; Fraud—specifically avoiding getting scammed by “how to make money by training” programs  Financial Planner who isn’t selling specific products  Q&A at end of session only  Offer the option at the hotel to pay for box lunches