2019 Speaking Engagements
Date: Wednesday, December 4, 2019
Organization: Society of Tax & Accounting Professionals
Location: Wildwood Country Club
Speaker: Robert K. Schweitzer, CELA
Time: 1:00pm-3:00pm
Date: Tuesday, November 19, 2019
Organization: Alzheimer’s Association
Event: Dementia Caregiver’s Conference
Location: Doubletree at Monroeville
Speaker: Colin A. Morgan, CELA (part of Resources Panel)
Conference Time: 8:30am – 2:30pm
Speaking Time: 11:00am
Registration online at: https://action.alz.org/mtg/46113815
Date: Thursday, November 14, 2019
Organization: John F. Slater Funeral Home
Location: Whitehall House
Speaker: Colin A. Morgan, CELA
Topic: “How To Handle Finances After The Loss of A Loved One”
Time: 11:30am
Registration: 412-881-9022
Date: Tuesday, November 12, 2019
Location: Tapestry Moon Township
Speaker: Caitlin E. Harper, CELA
Topic: “A Veteran Benefits Overview”
Time: 5:00pm
RSVP: 412-480-8140
Date: Saturday, November 9, 2019
Organization: Keller Williams
Location: Scott Township Municipal Building
Speaker: Karen S. Timko, CELA
Topic: “Design Your Estate Plan”
Time: 11:00am
RSVP: 412-965-2320
Date: Thursday, November 7, 2019
Location: Country Meadows Retirement Community of South Hills
Speaker: Matthew T. Kikta, CELA
Topic: “Essential Estate Planning Documents”
Time: 1:30pm
Registration: 412-257-4566
Date: Wednesday, November 6, 2019
Organization: Pennsylvania Bar Institute
Location: PBI Professional Development Center, Heinz 57 Center, Pittsburgh, PA
Event: Elder Law Update
Topic: Special Needs Trusts Update
Speaker: Jennifer Rose, CELA
Date: Wednesday, November 6, 2019
Location: Anthology of McCandless
Speaker: Robert K. Schweitzer, CELA
Topic: “Where there’s A Will, There are Relatives”
Time: 6:00pm
Registration: 412-587-0998
Date: Wednesday, October 30, 2019
Organization: FPA, EPC Society of FSP
Event: Financial Fourum
Location: Doubletree, Cranberry
Speaker: Julian E. Gray, CELA
Topic: “What Financial Planners Need to know about Working with the Elderly and Disabled Clients and their Families”
Time: 9:55am
Date: Thursday, October 17th, 2019
Location: The Sheridan at Bethel Park
Speaker: Colin A. Morgan, CELA
Topic: “Where there’s A Will, There are Relatives”
Time: 2:00pm
Date: Saturday, October 12, 2019
Location: Arden Courts Monroeville
Event: VET’s Fest
Speaker: Colin A. Morgan, CELA
Topic: “VA Benefits Update”
Time: 10:30am
Date: Monday, September 30, 2019
Location: Brookdale Senior Living
Speaker: Cindy Alvear, CELA
Topic: “Where there’s A Will, There are Relatives”
Time: 1:00pm
RSVP: (412) 343-2200
Date: Tuesday, September 24, 2019
Organization/Event: PACAH Fall Conference (PA Coalition of Affiliated Healthcare & Living Communities)
Location: Doubletree Hotel – Greentree
Speaker: Julian E. Gray CELA
Topic: “What you Need to Know about the New Aid & Attendance Benefits for Veterans”
Time: 10:45am – 11:45am
Date: Friday, September 20th, 2019
Event: NELF Forum (9/19-9/21) Pittsburgh, PA
Location: Omni William Penn Hotel
Speaker: Julian Gray, CELA
Topic: “Top 5 Marketing Ideas”
Time: 1:30pm
Date: Tuesday, September 17, 2019
Location: Monroeville Senior Center
Speaker: Rob Schweitzer, CELA
Topic: “VA Benefits Update”
Time: 10:00am
Date: Wednesday, August 21, 2019
Organization: George R. Harris Continuing Professional & Legal Education Seminar
Location: Edgewood Country Club
Speaker: Julian Gray, CELA
Topic: “Assisting Clients in Getting your Legal Affairs in Order when Transitioning to Assisted Living”
Time: 10:15am
Registration: 412-334-7726
Date: Thursday, August 8th, 2019
Organization: PALA (Pennsylvania Assisted Living Association) Conference
Location: Doubletree, Cranberry
Speaker: Julian E. Gray CELA
Topic: “Getting your Legal Affairs in Order when Transitioning to Assisted Living”
Time: 3:30 – 5:00pm
Date: Wednesday, August 7th, 2019
Location: West End Healthy Active Living Center
Speaker: Cindy Alvear, CELA
Topic: “Advance Healthcare Directives: The Basics”
Time: 10:45am
Date: Tuesday, August 6th, 2019
Location: Jefferson Memorial Funeral Home
Speaker: Colin Morgan, Esquire
Topic: “How to Handle Finances After the Loss of A Loved One”
Time: 6:00pm
Date: July 18-19, 2019
Organization: Pennsylvania Bar Institute
Event: 22nd Annual Elder Law Institute
Location: Harrisburg, PA
Speaker: Karen Timko, CELA
Speaking Topic: “Practical Drafting of Powers of Attorney in 2019”
Speaker: Cindy S. Alvear, CELA
Speaking Topic(s): “Medicaid Basics: Eligibility, Spousal Issues, Resource Transfers and More” and “Medicaid Basics: Walking Through the MA Applications” and ” Disabled Adults – Advanced Issues”
Speaker: Caitlin E. Harper, CELA
Speaker Topic: “Medicaid Basics: Eligibility, Spousal Issues, Resource Transfers and More”
Speaker: Jennifer Rose, CELA
Speaking Topic: “The Ins and Outs of Special Needs Trusts”
Speaker: Robert K. Schweitzer, CELA
Speaking Topic: “Medicaid Basics: Walking Through the MA Applications”
Speaker: Susan Cardello, LSW
Speaker Topic: “Advocating for Nursing Home Clients”
Date: Tuesday, June 25th
Location: The Residence at Logan, Bethel Park
Speaker: Matt Kikta, Esquire
Topics: “Top 5 Planning Mistakes”
Time: 6:30pm
RSVP: 412-835-9500
Date: Tuesday, June 18th, 2019
Organization: Pennsylvania Bar Institute
Location: PBI Professional Development Center, Heinz 57 Center, Pittsburgh, PA
Event: Alzheimer’s Disease and Other Types of Dementia 2019
Speaker/Event Planner: Karen Timko, CELA
Date: Tuesday, June 11th and Tuesday June 18th, 2019
Location: Forbes Hospital, Monreville
Speaker: Julian E. Gray, CELA
Topics: “The New Rules for VA Benefits”
Time: Noon
(CEU for RN & SW – invitation only)
Date: Thursday, June 6th, 2019
Organization: Chartiers Bend
Location: Peters Township Chamber of Commerce
Speaker: Matt Kikta, Esquire
Topics: “Where there’s a Will, There are Relatives”
Time: Noon
(By Invitation only)
Date: Thursday, May 30, 2019
Organization: The Sheridan at Bethel Park
Speaker: Jennifer Rose, CELA
Topics: “Elder Care Planning Overview”
Time: Noon
Date: Tuesday, April 30, 2019
Organization: Presbyterian SeniorCare Network
Location: Presbyterian Senior Care Oakmont Campus – Westminster Place
Speaker: Cindy S. Alvear, Esquire
Topics: “Making Aging Easier: Ask The Experts” (panel discussion)”
Time: 5:00 pm
RSVP: 412-435-8955
Date: Tuesday, April 30, 2019
Organization: Presbyterian SeniorCare Network
Location: Washington Campus: Hillsview Chapel, 835 South Main Street
Speaker: Julian E. Gray, CELA
Topics: “Where There’s a Will, There are Relatives”
Time: 5:00 pm
RSVP: 724-250-5001
Date: Thursday, April 25, 2019
Organization: Presbyterian SeniorCare Network
Location: Erie, PA; Manchester Commons, 6351 West Lake Road
Speaker: Julian E. Gray, CELA
Topics: “Where There’s a Will, There are Relatives”
Time: 5:00 pm
RSVP: 814-314-1860
Date: Tuesday, April 23, 2019
Organization: Presbyterian SeniorCare Network
Location: Oakmont – Westminster Place
Speaker: Julian E. Gray, CELA
Topics: “Where There’s a Will, There are Relatives”
Time: 5:00 pm
RSVP: 412-435-8955
Date: Tuesday, April 16, 2019
Location: Arden Courts Monroeville
Speaker: Colin A. Morgan, Esquire
Topics: “Legal Issues when Dealing with Dementia Diagnosis”
Time: Noon
RSVP: 412-380-1300
Date: Thursday, March 21, 2019
Organization: M.A.S.H. Networking Group
Location: Stonecrest McCandless
Speaker: Julian Gray, CELA
Topics: “Overview of The New Veteran Benefits Rules”
Time: 10:00 am
Date: Thursday, March 7, 2019
Location: Artis Senior Living South Hills
Speaker: Karen S. Timko, CELA
Topics: “Where There’s a Will, There’s Relatives”
Time: 6:00 pm
RSVP: 412-595-8917
Date: Tuesday, February 19, 2019
Location: The Residence at Logan, Bethel Park
Speaker: Matthew T. Kikta, Esquire
Topics: “Top Five Planning Mistakes”
Time: 6:00 pm
RSVP: 412-835-9500
Date: Tuesday, February 12, 2019
Organization: Pennsylvania Bar Institute
Event: Estate and Elder Law Symposium
Location: PBI Professional Development Center, Heinz 57 Center, Pittsburgh, PA
Topic: “Creative ways to Plan for Long-Term Care”
Speaker: Robert K. Schweitzer, Esquire
Date: Thursday, January 31, 2019
Organization: Pennsylvania Bar Institute
Event: Practical Medicaid Planning
Location: PBI Professional Development Center, Heinz 57 Center, Pittsburgh, PA
Topic: “Medicaid Basics”
Speaker: Cindy S. Alvear, Esquire
Date: Friday, January 11, 2019
Location: Sherwood Oaks, Cranberry Township
Speaker: Julian Gray, CELA
Topics: “Where There’s a Will, There’s Relatives”
Time: 2:00 pm
RSVP: 724-776-8462