|This Workshop is Postponed for Spring,
2012 until Fall, 2012
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.
Gene 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
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,
Fiduciary Services for Clients and Families
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.
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?
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
Saturday, April 14
(light lunch served)
One Beach Street
4 CE Hrs
are the Benefits?
how to help clients and their families discuss and consider
management and financial services
Gain a clear understanding of specific services offered by
Develop a functional understanding of Care
Mnaagement services in he context of hospitals, retirement communities,
government agencies and caregivers