2022 Speaking Engagements
Date: Thursday, January 19th, 2023
Event: UPMC Legacy Line Up
Location: Cumberland Woods Village
Speaker(s): Jennifer Rose, CELA
Topic: “Using Trusts to Protect Your Estate for Future Generations”
Time: 1:00 PM
RSVP: 412-635-8080
Date: Tuesday, January 24, 2023
Organization: Friendship Village of South Hills
Location: Upper St Clair Community and Recreation Center
Speaker: Matt Kikta, CELA
Topic: “Steps to take to Avoid Senior Fraud”
Time: 2:00 PM
RSVP: 724-941-6663
Date: Thursday, January 26, 2023
Location: FREE VIRTUAL WEBINAR
Organization: Julian Gray Associates
Topic: “Steps to take to Avoid Senior Fraud”
Speaker(s): Matt Kikta, CELA
Time: Noon – 1:00 PM
Register Online: http://events.constantcontact.com/register/event?llr=dzj5sj7ab&oeidk=a07ejjl48f408ba9e8f
Previous Speaking Engagements This Year
Date: Thursday, December 8, 2022
Location: Apple Blossom Senior Living
Speaker: Rob Schweitzer, CELA
Topic: “Avoid Making Mistakes when Applying for Veterans Benefits”
RSVP: 412-742-1260
Date: Thursday, December 15, 2022
Event: UPMC Legacy Line Up
Location: Cumberland Woods Village
Speaker(s): Colin Morgan, CELA and Sue Cardello, LSW
Topic: “What Every Caregiver Should Know about Elder Law”
Time: 1:00 PM
RSVP: 412-635-8080
Date: Monday, November 16, 2022
Location: Providence Point
Speaker(s): Caitlin Harper, CELA & Sue Cardello, LSW
Topic: “Will Medicare Pay for my Nursing Home Stay”
Time: 1:00 PM
RSVP: 412-489-3542
Date: Wednesday, November 16, 2022
Location: FREE VIRTUAL WEBINAR
Organization: Julian Gray Associates
Topic: “Elder Care Planning when Diagnosed with Dementia”
Speaker(s): Karen S. Timko, CELA
Time: Noon – 1:00 PM
Register Online: http://events.constantcontact.com/register/event?llr=dzj5sj7ab&oeidk=a07ejg45nfhee61cdeb
Date: Thursday, November 17, 2022
Event: UPMC Legacy Line Up
Location: Cumberland Woods Village
Speaker: Rob Schweitzer, CELA
Topic: “Getting the Right Quarter-back for your Estate Planning”
Time: 1:00 PM
RSVP: 412-635-8080
Date: Monday, October 10, 2022
Organization: McMurray Hills Bible Chapel SAGE Group
Speaker(s): Matthew T. Kikta, CELA
Topic: “Getting your Estate Plan in Order”
Time: 1:00 PM
Date: Thursday, October 20, 2022
Event: UPMC Legacy Line Up
Location: Cumberland Woods Village
Speaker: Julian E. Gray, CELA
Topic: “Avoiding Mistakes when Applying for Veterans Aid & Attendance Benefits”
Time: 1:00 PM
RSVP: 412-635-8080
Date: Thursday, October 27, 2022
Location: FREE VIRTUAL WEBINAR
Organization: Julian Gray Associates
Topic: “Avoiding Mistakes when Applying for Veterans Aid & Attendance Benefits”
Speaker(s): Colin Adair Morgan, CELA
Time: Noon – 1:00 PM
Register Online:
http://events.constantcontact.com/register/event?llr=dzj5sj7ab&oeidk=a07eje28alhb0182d5e
Date: Tuesday, September 15, 2022
Location: Cumberland Woods Village, Legacy Theater
Organization: UPMC Legacy Lineup
Speaker(s): Matthew T. Kikta, CELA
Topic: “Six Signs You Need and Estate Planning Check-up”
Time: 1:00 PM
RSVP: 412-635-8080
Date: Thursday, September 22, 2022
Location: Berkshire Hathaway (virtual)
Topic: “What is an Irrevocable Trust”
Speaker: Julian E. Gray, CELA
Time: 11:00 AM
Date: Thursday, September 22, 2022
Location: FREE VIRTUAL WEBINAR
Organization: Julian Gray Associates
Topic: “Will Medicare Pay for Your Nursing Home Care?”
Speaker(s): Caitlin Harper, CELA & Sue Cardello, LSW
Time: Noon – 1:00 PM
Register Online:
http://events.constantcontact.com/register/event?llr=dzj5sj7ab&oeidk=a07ejcb2m7jc8d99260
Date: Tuesday, September 27, 2022
Organization: UPMC Lighthouse Pointe
Speaker(s): Rob Schweitzer, CELA
Topic: “Avoiding Mistakes when Applying for Veterans Aid & Attendance Benefits”
Time: 2:00 PM
RSVP: 724-766-0742
Date: Thursday, September 29, 2022
Event: PA Assisted Living Association 20220 Fall Conference
Location: Marriott Pittsburgh North
Speaker: Julian E. Gray, CELA
Topic: “Avoiding Mistakes when Applying for Veterans Aid & Attendance Benefits”
Time: 10:45 AM
Date: Thursday, August 25th, 2022
Location: FREE VIRTUAL WEBINAR
Organization: Julian Gray Associates
Topic: “Developing an Estate Plan to Protect Your Loved One with Special Needs”
Speaker: Robert K. Schweitzer, CELA
Time: Noon – 1:00 PM
Register Online: http://events.constantcontact.com/register/event?llr=dzj5sj7ab&oeidk=a07ejajg18h932705bc
Date: Thursday, August 18, 2022
Organization: SAGE Group @ PERSAD Center
Speaker: Jennifer Rose, CELA
Topic: “Basic Estate Planning Documents”
Time: 10:00 AM – Noon
Date: Thursday, August 11, 2022
Organization: Berkshire Hathaway (virtual)
Topic: “What is a Revocable Trust”
Speakers: Julian E. Gray, CELA
Time: 11:00 AM
Date: July 21-22, 2022
Organization: Pennsylvania Bar Institute
Event: Annual Elder Law Institute
Location: Virtual
Speaker: Robert K. Schweitzer, CELA
Speaking Topic: “The Intersection of Medicaid and VA Benefits”
Date: Thursday, July 21, 2022
Location: FREE VIRTUAL WEBINAR
Organization: Julian Gray Associates
Topic: “Using Trusts to Project your Estate for Future Generations”
Speaker: Julian E. Gray, CELA
Time: Noon – 1:00 PM
Register Online: http://events.constantcontact.com/register/event?llr=dzj5sj7ab&oeidk=a07ej8u2lsibcb10a8e
Date: Wednesday, July 13, 2022
Organization: Westinghouse SURE Group
Topic: “Signs You Need and Estate Planning Check-Up”
Speakers: Jennifer Rose, CELA
Time: 10:00 AM
Date: Thursday, June 30, 2022
Location: FREE VIRTUAL WEBINAR
Organization: Julian Gray Associates
Topic: “Planning for the Family Vacation Home – It’s Not Always a Day at the Beach”
Speaker: Julian E. Gray, CELA
Time: Noon – 1:00 PM
Register Online: http://events.constantcontact.com/register/event?llr=dzj5sj7ab&oeidk=a07ej7e57tz5a1740ad
Date: Tuesday, June 28, 2022
Organization: Baptist Senior Family
Location: Panera Mt. Lebanon Galleria
Topic: “What you Need to Know about Advance Directives in Healthcare”- CEU
Speakers: Colin A. Morgan, CELA and Sue Cardello, LSW
Time: 4:00 PM – 6:00 PM
RSVP:412-350-9654
Date: Wednesday, June 22, 2022
Location: The Sheridan at Bethel Park
Topic: “Understanding Aid & Attendance Benefits”
Speaker: Colin Morgan, CELA
Time: 2:00 PM
RSVP: 412-871-4102
Date: Tuesday, June 14, 2022
Organization: Pennsylvania Bar Institute
Location: Webcast
Speaker(s): Julian E. Gray, CELA and Caitlin Harper, CELA
Topic: “Medicaid Planning; Pros & Cons, Costs and Strategies”
Time: 9:00 AM – 12:15 PM
Date: Thursday, May 26, 2022
Location: FREE VIRTUAL WEBINAR
Organization: Julian Gray Associates
Topic: “Six Signs You Need and Estate Planning Check-up”
Speaker: Matthew T. Kikta, CELA
Time: Noon – 1:00 PM
Register Online: http://events.constantcontact.com/register/event?llr=dzj5sj7ab&oeidk=a07ej46n52a54d07ae3
Date: Thursday, April 28, 2022
Location: FREE VIRTUAL WEBINAR
Organization: Julian Gray Associates
Topic: “You Need the Right Quarterback for your IRA Game Plan”
Speaker: Robert K. Schweitzer, CELA
Time: Noon – 1:00 PM
Date: Thursday, April 21, 2022
Organization: Special Needs Alliance, 2022 Spring Conference
Location: Webcast
Speaker: Julian Gray, CELA
Topic: “The Settlement Planning Process”
Time: 3:30 PM – 4:30 PM
Date: Wednesday, April 20, 2022
Organization: Pennsylvania Bar Institute
Location: Webcast
Speaker: Colin Morgan, CELA (with Bill McKendree and Elain Cole)
Topic: “Important Issues about Medicare Coverage, Social Security Benefits and Long Term Care 2022”
Time: 9:00 AM – 12:15 PM
Date: Wednesday, April 20, 2022
Event: Caregiver Support Group (Third Wednesday of Each Month)
Location: Julian Gray Associates
Facilitators: Colin Morgan, CELA and Sue Cardello, LSW
Time: 5:30 PM – 6:30 PM
RSVP: 412-458-6002 or [email protected]
Date: Sunday, April 10, 2022
Organization: Parkinson’s Foundation
Event: Living Well Conference
Location: The Shriner Center
Topic: “Financial and Long-Term Care Planning”
Speaker: Jennifer Rose, CELA
Time: 1:00 PM- 1:30 PM
Date: Thursday, April 7, 2022
Organization: NAMS (Northern Area Multi Service Center) Caregiver Empowerment Series
Location: Virtual
Topic: “Estate, Trust, Asset Preservation & Public Benefits Planning”
Speaker: Jennifer Rose, CELA
Time: 11:30 AM- 12:15 PM
Register in advance for this meeting: https://us06web.zoom.us/meeting/register/tZEtdu2orz0qHtcGozMEmKowf8o9PNDsmg8U
Date: Thursday, March 24, 2022
Location: FREE VIRTUAL WEBINAR
Organization: Julian Gray Associates
Topic: “What Every Caregiver Should Know About Elder Law”
Speaker: Colin Morgan, CELA & Sue Cardello, LSW
Time: Noon – 1:00 PM
Register Online: http://events.constantcontact.com/register/event?llr=dzj5sj7ab&oeidk=a07ej0f9szc8b685509
Date: Wednesday, March 16, 2022
Event: Caregiver Support Group (Third Wednesday of Each Month)
Location: Julian Gray Associates
Facilitators: Colin Morgan, CELA and Sue Cardello, LSW
Time: 5:30 – 6:30 PM
RSVP: 412-458-6002 or [email protected]
Date: Wednesday, March 9, 2022
Location: Westinghouse SURE Group (Penn Hills)
Topic: “What Every Caregiver Should Know About Elder Law”
Speaker: Jennifer Rose, CELA and Sue Cardello, LSW
Time: 10:00 AM – Noon
Date: Wednesday, February 16, 2022
Event: Caregiver Support Group (Third Wednesday of Each Month)
Location: Julian Gray Associates
Facilitators: Colin Morgan, CELA and Sue Cardello, LSW
Time: 5:30 – 6:30 PM
RSVP: 412-458-6002 or [email protected]
Date: Friday, February 11, 2022
Organization: Allegheny County Bar Association
Location: Virtual
Topic: “Accessing In-Patient Care Under the Medicare System”
Speakers: Colin Morgan, CELA, Sue Cardello, LSW, and Bill McKendree, Esq.
Time: 9:00 AM – Noon
Registration: https://www.acba.org/CLE-Events/Event-Info/20220211_MEDICARE
Date: Wednesday, January 26, 2022
Location: Friendship Village of South Hills
Topic: “Recognizing and Preventing Fraud: Protecting your Future”
Speaker: Matthew Kikta, CELA
Time: 1:30 PM
RSVP: 724-204-6918
Date: Wednesday, January 19, 2022
Event: Caregiver Support Group (Third Wednesday of Each Month)
Location: Julian Gray Associates
Facilitators: Colin Morgan, CELA and Sue Cardello, LSW
Time: 5:30 – 6:30 PM
RSVP: 412-468-6002 or [email protected]