Networks of Care: Care Management and Fiduciary Services for Clients and Families

Price: $72.00
This Workshop is Postponed for Spring, 2012 until Fall, 2012

logo Marchi and Smith is a unique care management and fiduciary services group bringing together licensed mental health professionals and financial managers to help disabled and older adults.  

marchiGene Marchi, LVN, RG, CLPF is a charter member of the Professional Fiduciary Association of California and regularly teaches court-mandated educational and ethics workshops for conservators.  He is also certified as a Registered Guardian and is a licensed Vocational Nurse with a degree in Social Woek.

smith Travis Smith, EdM, MA, MFT is a licensed California Marriage and Family Therapist with over thirty years experience in medical social work, hospice care, care management, financial management, medical billing, hospital discharge planning, and advocacy.

Networks of Care:  
Care Management and Fiduciary Services for Clients and Families

The effects of aging late in life or certain disabilities are felt deeply throughout whole families.  Mental health professionals are often closest to the system and see middle-aged adults struggling with the care of elderly parents, or older clients themselves starting to need more help.  

This is a nuts-and-bolts workshop about a set of services that many people will eventually need.  The instructors will address concrete questions you or your clients might have, such as:

-- How do you know if someone needs a Care Manager and how much do they charge?

-- What is a Fiduciary and what do they do and what don't they do?

--  What should you ask, what should you look at, in finding the best Fiduciary for your clients?

--  Who are they working for and what do they charge?

The instructors are practicing professionals in the field as well as experienced educators who are uniquely able to describe a care and financial management world in the ways that are relevant to therapists and counselors.


1)  When:  Saturday, April 14
            (light lunch served)

2)  Where:  Alliant International
             One Beach Street
             San Francisco

3)  Approval:  4 CE Hrs

What are the Benefits?

1)  Learn  how to help clients and their families discuss and consider management and financial services

2)  Gain a clear understanding of specific services offered by Fiduciaries

3)  Develop a functional understanding of Care Mnaagement services in he context of hospitals, retirement communities, government agencies and caregivers