Legal and Financial Topics

Online videos/modules


newNext Level Deception: How Artificial Intelligence is Changing the Fraud and Scam Game (CG/HP)

Sam Shumway, JD. State Director, AARP Wyoming | TC: 9814 | 1 Hour

  • Filmed at the 2023 Wyoming Conference on Aging, Sept 19th, 2023
  • Learning Objectives: Understand the latest Artificial Intelligence (AI) technologies and how they work. How is AI being used in online and telephone fraud and scams. How can people recognize signs and stay safe.
View this Module and complete the Evaluation Event Survey (for CEs upon request)

newPartnerships to Support Vulnerable Older Adults (CG/HP)

Speakers: Beth Leahy, Help at Home Manager, The Hub. Jessi Westling, WY Guardianship. Jane Carlson, Adult Protective Services | TC: 9803 | 1 Hour

Filmed at the 2023 Wyoming Conference on Aging, September 18th, 2023

  • VIP Program by The Hub on Smith. Objectives: Explain funding source. Go over the team. Provide goals of the program. Explain potential growth opportunities.

  • Wyoming Guardianship Corporation’s Programs to Support Older, Vulnerable Adults. Objectives: Name “stop gap” measures to employ before using guardianship as a last resort. Understand the basics of guardianship as a legal process. Utilizing Power of Attorney as a prevention tool.

View this Module and complete the Evaluation Event Survey (for CEs upon request)

Managing the Financial Impacts of Caregiving (CG/HP)

Amy Goyer, Author, Speaker, Consultant, AARP’s Family and Caregiving Expert | May 18th, 2022 | TC: 8804 | 1 Hour

  • From the 2022 Rocky Mountain Alzheimer's Summit (RMAS)
  • Learning Objectives: Describe 3-5 financial challenges/impacts that family caregivers face. Describe 3-5 signs that a loved one needs help managing their finances. Describe 3-5 programs and benefits their loved ones may be eligible for which could increase their income and offset caregiving expenses. Describe 3-5 options for caregivers to adjust their work situation while caregiving. Name 5-8 resources available to help family caregivers manage the financial aspects of caregiving.
View this Module and complete the Evaluation Event Survey (for CEs upon request)

Planning for the Future (CG/HP)

Speaker: Nancy Norton, JD  | Learning Objectives: WHAT IS ESTATE PLANNING ABOUT. Directing type and quality of care during life. Ensuring sufficient resources available for care and housing. Nominate Guardian or Conservator without Court approval. Controlling where assets go after death. Reducing Administrative burden | TC: 7827

  • Filmed at the 2021 Wyoming Conference on Aging | September 2021 | 1 hour

View this Module and complete the Evaluation Event Survey (for CEs upon request)


Elder Abuse & Adult Protection Preconference  (CG/HP)

Speakers: Christina McCabe.  Emily Smith.  Patricia Hall.  Wendelin Hume, PhD.  Jane Carlson and Kerry Jinks.   | TC: 7808

  • Filmed at the 2021 Wyoming Conference on Aging | September 2021 | 3 hour

View this Module and complete the Evaluation Event Survey (for CEs upon request)


Tech Support Fraud: What You Need to Know (CG/HP)

Speakers: Mark Klaassen, United States Attorney & Eric Heimann, Assistant United Sates Attorney from the United States Attorney Office for the District or Wyoming.  Facilitator: Sam Shumway, Director.  AARP - WY |  April 26th, 2019 | TC: 6878

View this Module and complete the Evaluation Event Survey (for CEs upon request)


Understanding Medicare and Medicaid (CG/HP)

Speakers: Cathy Ernste, Eligibility Consultant for the Long Term Care Medicaid Unit; Cathy Carlisle, SMP/WSHIIP coordinator with WY Senior Citizens, Inc |  TC: 6859

  • Filmed at the 2018 Wyoming Conference on Aging | October 3rd, 2018 | 1 hour

  • Learning Objectives: Participants will learn about who is eligible for Wyoming Medicaid/Medicare; Participants will learn how to apply for Medicaid/Medicare; Participants will learn the basic eligibility criteria for the Aged, Blind or Disabled programs.

View this Module and complete the Evaluation Event Survey (for CEs upon request)
 

The Dynamics Involved in Elder Fraud (CG/HP)

Cary Johnson, Director: Crime Prevention. 1ST Judicial District Attorney’s Office and Ben Burningham, Assistant Attorney General, Consumer Protection Unit, State of Wyoming-Cheyenne. |  TC: 6872

  • Filmed at the 2018 Wyoming Conference on Aging | October 4th, 2018 | 1.25 hour

  • Learning Objectives: Understanding why crooks successfully target older adults.  Asking whether laws are effectively combating elder abuse.  Reviewing the three areas of older adult victimization

View this Module and complete the Evaluation Event Survey (for CEs upon request)

Planning for Peace of Mind: Estate Planning and other Important Documents (CG/HP)

Greg Dyekman, J.D. Long Reimer Winegar Beppler LLP |  TC: 6863

  • Filmed at the 2018 Wyoming Conference on Aging | October 3rd, 2018 | 1 hour

  • Learning Objectives: Participants will gain a basic understanding of estate planning terminology, purposes and scope.  Participants will learn why estate planning is important and helpful for everyone, regardless of their wealth.  Participants will learn about tools like Advance Health Care Directives, General Durable Powers of Attorney and Provider Orders for Life Sustaining Treatment (POLST) that everyone should have in place.

View this Module and complete the Evaluation Event Survey (for CEs upon request)

Elder Abuse Rx (CG/HP)

Cary Johnson, Director: Crime Prevention. 1ST Judicial District Attorney’s Office |  TC: 6875

  • Filmed at the 2018 Wyoming Conference on Aging | October 3rd, 2018 | 1 hour

  • Learning Objectives: Why crooks target older adults; Why crooks are successful with older adults; Are laws effectively combating elder abuse?; The three areas of older adult victimization

View this Module and complete the Evaluation Event Survey (for CEs upon request)

Plan for a Healthier Financial Future (CG/HP)

Carolyn Saunders  | June 15th, 2017 | TC: 6840

1 Hour
Filmed at the Rocky Mountain Alzheimer's Summit 2017
Learning Objectives:
  • Learn about long-term care (LTC) insurance
  • The cost of LTC now and projected future costs
  • Defining Medicaid and Medicare
  • A discussion of various types of LTC insurance
View this Module and complete the Evaluation Event Survey (for CEs upon request)

Preparation: What Matters Most Panel (CG/HP)

Panelists: Carolyn Saunders-Lincoln Financial, Kelly Davis-Davis Elder Law Office, P.C., Cathy Carlisle-WY Senior Services Inc (Senior Medicare Patrol)/Wyoming State Health Insurance Information), Officer Joanne Young - Cheyenne Police Dept.  

June 15th, 2017 | TC: 6841

1 Hour
Filmed at the Rocky Mountain Alzheimer's Summit 2017
Learning Objectives:
  • Learn about the importance of legal and financial preparation and general knowledge
  • Learn about what resources are available
View this Module and complete the Evaluation Event Survey (for CEs upon request)

Is your Estate Plan up to Date? (CG/HP)

Kelly Davis, Elder Care Attorney  | June 15th, 2017 | TC: 6842

30 Minutes
Filmed at the Rocky Mountain Alzheimer's Summit 2017
Learning Objectives:
  • Become familiar with the basic of wills, living trusts, and powers of attorney and the roles these instruments play in estate planning
  • Present a brief explanation of why probate is necessary and inform of estate planning techniques that can be used to make it run smoother or avoid the process altogether
  • Discuss the role of the court appointed guardian
  • Discuss how well-drafted comprehensive durable powers of attorney can avoid the necessity of having someone declared incompetent
 
View this Module and complete the Evaluation Event Survey (for CEs upon request)

Working with Diminished Capacity Individuals in Estate & Healthcare Planning (HP)

Kelly Davis, Elder Care Attorney | October 21st, 2016 | TC:  6843

1 Hour

Presented for the "Alzheimer's Training for Healthcare & Legal Professionals" Workshop Oct 2016

Learning Objectives:

  • Define elder law
  • Discuss diminished capacity, how it manifests, assessment, and testamentary implications
  • Management of personal and financial affairs, legal steps to consider
View this Module and complete the Evaluation Event Survey (for CEs upon request)

Protecting Yourself & Others: Financial Fraud & Identity Theft Awareness (CG/HP)

Paul A. Kanish II, Special Agent for the FBI  | December 10, 2014 | TC: 6844

1 Hour
 
Learning Objectives:
  • Information on phishing scams, debit/credit card security, and holiday alerts
  • Schemes targeting seniors
  • Tips for prevention of financial fraud/identity theft
View this Module and complete the Evaluation Event Survey (for CEs upon request)

Dementia, HIPAA, and Decision-Making Capacity (HP)

Tia Powell, MD| October 7, 2014 | TC: 6845

1 Hour 30 Minutes

Learning Objectives:

  • To grasp the essential aspects of HIPAA that apply to disclosing information about a patient with the diagnosis of dementia
  • Review the basic elements of an assessment of decision-making capacity
  • Build a range of ethically and legally viable responses for patients who do not wish to disclose their dementia diagnosis to family
View this Module and complete the Evaluation Event Survey (for CEs upon request)

Ending Elder Abuse - Protecting Older Americans from Swindlers (HP/CG)

Paul Greenwood | August 17, 2012 | TC:  6846

2 Hours

Learning Objectives:

  • To create awareness among healthcare professionals, law enforcement, bankers, family and others in the community about the elder abuse, its signs, types, and consequences with the use of real-life cases
View this Module and complete the Evaluation Event Survey (for CEs upon request)

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