Fall 2024 Educational Series Presented by Assisting Hands Dana Point
Join our complimentary speaker series to gain valuable insights, connect with
experts, and plan confidently for your golden years.
Independent Presentations, Register for Preferred Topics
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Fall 2024 Educational Series Presented by Assisting Hands Dana Point
Join our complimentary speaker series to gain valuable insights, connect with experts, and plan confidently for your golden years.
Independent Presentations, Register for Preferred Topics
Are you a senior looking to navigate the complexities of retirement?
Or perhaps you’re a caregiver seeking support and knowledge to better assist your loved one?
Our speaking series is designed specifically for you.
Join us for a series of informative presentations led by industry-leading experts in senior care, finance, healthcare, and more. You’ll gain practical advice, answer burning questions, and feel empowered to make informed decisions about your future.
Our six distinguished speakers, renowned professionals in their respective fields, will cover essential topics such as senior care, Medicare, estate law, functional medicine, financial planning, and home adaptations. Each session promises to provide actionable insights and answer common questions faced by seniors and their loved ones.
This series aims to empower you with knowledge, helping you make informed decisions for a fulfilling and secure future. Whether you are planning your own retirement strategy or supporting someone through theirs, these presentations offer critical information and support.
The series runs from September 10 to November 20 consisting of 6 sessions, with sessions held biweekly. Each session addresses different facets of senior living and planning, ensuring a comprehensive understanding from multiple professional perspectives.
Are you a senior looking to navigate the complexities of retirement?
Or perhaps you’re a caregiver seeking support and knowledge to better assist your loved one?
Our speaking series is designed specifically for you.
Join us for a series of informative presentations led by industry-leading experts in senior care, finance, healthcare, and more. You’ll gain practical advice, answer burning questions, and feel empowered to make informed decisions about your future.
Our six distinguished speakers, renowned professionals in their respective fields, will cover essential topics such as senior care, Medicare, estate law, functional medicine, financial planning, and home adaptations. Each session promises to provide actionable insights and answer common questions faced by seniors and their loved ones.
This series aims to empower you with knowledge, helping you make informed decisions for a fulfilling and secure future. Whether you are planning your own retirement strategy or supporting someone through theirs, these presentations offer critical information and support.
The series runs from September 10 to November 20 consisting of 6 sessions, with sessions held biweekly. Each session addresses different facets of senior living and planning, ensuring a comprehensive understanding from multiple professional perspectives.
Assisting Hands Dana Point
Planning and Preparing for Care
Identifying telltale signs and associated risks
Myths, facts and figures
Impact for seniors and their families
Home screening
Supporting safety and independence
I’ll be able to refer my clients or callers who aren’t ready for senior placement, who can benefit from home care in the interim, or those who are looking for a recommendation or options.
Great presentation, was very thorough!
Love the statistics, they put things into perspective, great visuals, eye opening.
– Christie, Senior Care Advisor
Great information on risks to seniors, how to mitigate those risks and how caregiving by Assisting Hands can help.
Great presentation, a huge amount of knowledge and valuable information.
– David
Ruth really gave clear and concise information and details about the entire process.
I learned about a lot of things I didn’t know.
I especially like the amount of detail and statistics that she provided.
She was easy to listen to and delivered the message in a professional and friendly way!
– Nancy
I thought the presentation was very well thought out and insightful.
I learned a lot about the differences that affect men and women when it comes to certain diseases such as Alzheimer’s and Dementia. It was also very eye opening to see and hear the statistics for who is more likely to suffer from strokes between men and women.
Ruth went above and beyond!
I could listen to her speak all day.
– Kyle
3G Health Insurance Services
Understanding Medicare
What is Medicare?
Who can get Medicare?
What Medicare covers?
What does Medicare cost?
Disclaimer: I do not offer every plan available in your area. Currently I represent 14 organizations which offer 82 products in your area. Please contact medicare.gov or call 1-800 Medicare or your local state health insurance assistance program (SHIP) to get information on all your options.
Good insights about what to pay into and information on preparing for Medicare etc.
The Q&A was very helpful.
It is a boring topic but Carlos’s personality and enthusiasm made it entertaining!
– Cynthia
Good information.
Helped with understanding the difference between Advantage Plan versus Supplemental.
Carlos covered the topic and answered all questions.
– Rick
Very informative.
Well organized and presented for a big complex topic.
Carlos was professional, knowledgeable, friendly, just right!
– Mary
Easily explained complex subject, “MEDICARE” in a easily understandable format.
I became informed of valuable policies that I was never aware of.
Carlos is excellent and professional in his field.
– Jay
Attorney at Law
Estate Planning Basics
Creating peace of mind by planning for the future – why estate planning is for everyone
Key essentials – trusts, wills, power of attorney, health care documents and more
How legally documenting your wishes can save years in court and thousands in fees
This presentation was both engaging and informative. I gained a deeper understanding of the subject, particularly the key differences between a Trust and a Will, as well as how they complement each other. Even though I don’t have children or significant assets, I recognize the importance of having proper documentation in place for any eventuality. I plan to utilize Susan’s services in the future.
The presentation struck a great balance between being personable and addressing a serious topic, and I appreciated the use of props. It was clean, straightforward, and effectively conveyed a wealth of information. I believe it serves as an excellent introduction to a potential workshop and left me thinking it would be a great option.
– Florence
This presentation was very well done! Easy to understand important information that everyone should know. Not knowing this information could cost you lots of money!
Susie did a wonderful job!
– Carlos
As an immigrant who recently moved to this country, I now have better understanding about the importance of planning for the future and the proper way of doing it in this State.
Susan used interesting props and her presentation was concise and very informative.
– Gaea
The presentation was very informative and gave me a fundamental understanding of trusts. I liked the inclusion of personal stories of clients because it showed the potential for bad outcomes when people fail to follow this advice. In the future, I plan on establishing a trust and now I have a better understanding of what I need to do.
– Sean
Costa Lifestyle
Medicine
Integrating Functional Medicine, Chiropractic Care, and Effective Advocacy
Understanding Functional Medicine
How functional health can support traditional medical care model
Gentle and effective chiropractic techniques for seniors and why care givers need care too
Medicare coverage for alternative health care
How to advocate for seniors with their medical provider
The event with Dr. Costa was amazing- what a great presentation! I learned so very much and the patient she interviewed at the end was truly amazing!
Thank you for hosting and I’m looking forward to the next!
– Lauren
Very good presentation.
Especially the Q&A with Arline as I take care of my parents who are still at home and in their home.
– John
Loved the comprehensive presentation from Dr Cynthia Costa.
Very informative and really appreciated her time!
– Linda
Loved Dr Costa’s presentation and learning about holistic ways to treat medical issues and improve health.
She is a wealth of knowledge!
– Susan
Financial Advisor with Edward Jones
Foundations of Investing
Investment Strategy
Market Update
Investing Basics
LJB Investigations
Safety for Seniors and Those Who Care For Them
Protecting your loved ones from Elder Abuse
Tips to recognize an online predator
Online privacy settings
Romance scams
What to do if you suspect Elder Abuse
Learn from seasoned professionals who understand the unique challenges you face.
Gain clarity on life-changing decisions regarding health, legal, and financial matters.
Integrate knowledge across multiple domains to enhance overall quality of life.
Receive materials and information to support your journey.
Gain peace of mind by understanding your options and planning ahead.
Network with fellow attendees and share experiences.
Assisting Hands Dana Point
Ruth Johnson is an accomplished professional with extensive experience in the home care industry, currently serving as the Owner and President of Assisting Hands Home Care in Dana Point, California. With a strong commitment to enhancing the quality of life for seniors and their families, Ruth leads a dedicated team that provides compassionate, high-quality home care services.
She is passionate about empowering seniors through education and support, ensuring they have access to essential resources as they navigate the complexities of aging. Ruth’s approach is characterized by a deep understanding of the unique challenges faced by seniors, and she collaborates closely with families to create personalized care plans.
Through her work, Ruth Johnson demonstrates an unwavering dedication to improving the lives of seniors, making her a valuable asset to the communities she serves in South Orange County and the home care industry as a whole.
3G Health Insurance Services
Carlos Aguilar is a dedicated health insurance agent and Medicare specialist, serving as the owner of 3G Insurance Services in San Juan Capistrano, California. With a strong background in consumer goods and marketing management, Carlos adeptly navigates the complexities of Medicare and health insurance options, offering personalized service that caters to the unique needs of each client. His “Genuine, Generous, and Grateful” philosophy reflects his commitment to building trust and understanding with those he serves.
Carlos is deeply engaged in his community, actively participating in local initiatives and fundraising events through the Rotary Club, where he has taken on various leadership roles. His passion for service extends beyond insurance, as he strives to positively impact the lives of those around him by promoting community involvement and support.
Through his extensive knowledge of the insurance landscape, Carlos empowers seniors and their families to make informed decisions regarding their healthcare coverage. His dedication to excellence and client satisfaction has established him as a trusted figure in both the insurance industry and the San Juan Capistrano community, providing peace of mind as clients navigate their healthcare journeys.
Susan Dallas Hattan, Esq.
Living in the present moment can be a struggle for many, but for local attorney Susan Hattan, it is her goal to begin each day anew in service to others.
Susan Hattan is an attorney who focuses her practice on estate planning and some small business matters, with added knowledge in the financial services field.
With more than 29 years of experience as an attorney, Susan has had the privilege of helping hundreds of families in our community secure their futures with complete estate plans, including revocable living trusts, wills, power of attorney, healthcare documents, special needs and charitable trusts.
Susan also helps families navigate the probate courts for those who are inheriting property without an estate plan, and she helps families administer trusts after the death of a loved one.
Her clients range from those with very little to high wealth individuals, young and mature families, seniors, business owners, and everyone in between.
Susan finds joy in educating and helping her clients find peace of mind.
She has a knack for explaining the legalese to her clients in terms “regular folks” can understand.
She strives to provide certainty and clarity while eliminating doubts about the future.
Costa Lifestyle Medicine
With over 23 years practicing in the health and wellness industry, she has become recognized by her patients and community as a trusted source for natural-based protocols that support most any health challenge. Dr. Costa regularly offers clinical guidance to support her patients who encounter such health challenges as hormone imbalance, depression, ADD/ADHD, gluten and food intolerance, weight management, autoimmune disorders, chronic inflammation, muscle, back, and joint pain, fatigue, diabetes, blood disorders, children’s nutrition and learning disabilities.
Dr. Costa serves the entire family yet, specializes in women’s and children’s health. She is a dynamic physician and has helped numerous patients regain their health.
Financial Advisor with Edward Jones
Jacqueline Smith has been in the financial industry since 2010, with a focus on helping clients build strong foundations for their retirement and enjoy the lives they’ve worked hard to create. Originally from Egypt and holding a Bachelor of Science in Accounting, Jacqueline partners closely with clients, providing guidance through life’s transitions and coordinating with other professionals to deliver comprehensive financial strategies.
Jacqueline and her husband, Ramez, have been married for over 25 years and have two daughters. Outside of work, she is an active volunteer in her church community and enjoys spending time with her German Shepherd, Simba.
LJB Investigations
Lynda J. Bergh Herring, a native of Orange County, California, has worked in the investigation industry for forty-two years, and obtained her Private Investigator license and began doing business as L.J.B. Investigations in June 1996.
Prior to entering the P.I. field, Ms. Herring was employed in law enforcement and also danced professionally, having originally studied to be a ballerina. She possesses Bachelor’s degrees in Criminal Justice and Psychology, and a Master’s degree in Public Administration. She describes herself as a “general” investigator, and conducts many types of investigations including, but not limited to, asset searches, background checks, due diligence, cyber crimes, online reputation, elder abuse, fraud, traffic accident, social media, personal injury, and cellular forensics.
Lynda is a contributing author to multiple books, including “Advanced Private Investigation” and “It’s All About Showing Up”, and her article, “How Well Do You Know Your Child?” was recently published in Kidz Zone Magazine. Her first “solo” publication, “Your Amazing Itty Bitty Keep Your Children Safe Book” is scheduled for release in January 2025.
Lynda’s passion lies in the fight against sex trafficking and sextortion, especially of children. She presents virtual and in-person workshops to children and adults regarding online exploitation and how to protect children from online predators, while also conducting investigations into human trafficking, sextortion, and missing children.
Assisting Hands Dana Point
Ruth Johnson is an accomplished professional with extensive experience in the home care industry, currently serving as the Owner and President of Assisting Hands Home Care in Dana Point, California. With a strong commitment to enhancing the quality of life for seniors and their families, Ruth leads a dedicated team that provides compassionate, high-quality home care services.
She is passionate about empowering seniors through education and support, ensuring they have access to essential resources as they navigate the complexities of aging. Ruth’s approach is characterized by a deep understanding of the unique challenges faced by seniors, and she collaborates closely with families to create personalized care plans.
Through her work, Ruth Johnson demonstrates an unwavering dedication to improving the lives of seniors, making her a valuable asset to the communities she serves in South Orange County and the home care industry as a whole.
3G Health Insurance Services
Carlos Aguilar is a dedicated health insurance agent and Medicare specialist, serving as the owner of 3G Insurance Services in San Juan Capistrano, California. With a strong background in consumer goods and marketing management, Carlos adeptly navigates the complexities of Medicare and health insurance options, offering personalized service that caters to the unique needs of each client. His “Genuine, Generous, and Grateful” philosophy reflects his commitment to building trust and understanding with those he serves.
Carlos is deeply engaged in his community, actively participating in local initiatives and fundraising events through the Rotary Club, where he has taken on various leadership roles. His passion for service extends beyond insurance, as he strives to positively impact the lives of those around him by promoting community involvement and support.
Through his extensive knowledge of the insurance landscape, Carlos empowers seniors and their families to make informed decisions regarding their healthcare coverage. His dedication to excellence and client satisfaction has established him as a trusted figure in both the insurance industry and the San Juan Capistrano community, providing peace of mind as clients navigate their healthcare journeys.
Susan Dallas Hattan, Esq.
Living in the present moment can be a struggle for many, but for local attorney Susan Hattan, it is her goal to begin each day anew in service to others.
Susan Hattan is an attorney who focuses her practice on estate planning and some small business matters, with added knowledge in the financial services field.
With more than 29 years of experience as an attorney, Susan has had the privilege of helping hundreds of families in our community secure their futures with complete estate plans, including revocable living trusts, wills, power of attorney, healthcare documents, special needs and charitable trusts.
Susan also helps families navigate the probate courts for those who are inheriting property without an estate plan, and she helps families administer trusts after the death of a loved one.
Her clients range from those with very little to high wealth individuals, young and mature families, seniors, business owners, and everyone in between.
Susan finds joy in educating and helping her clients find peace of mind.
She has a knack for explaining the legalese to her clients in terms “regular folks” can understand.
She strives to provide certainty and clarity while eliminating doubts about the future.
Costa Lifestyle Medicine
With over 23 years practicing in the health and wellness industry, she has become recognized by her patients and community as a trusted source for natural-based protocols that support most any health challenge. Dr. Costa regularly offers clinical guidance to support her patients who encounter such health challenges as hormone imbalance, depression, ADD/ADHD, gluten and food intolerance, weight management, autoimmune disorders, chronic inflammation, muscle, back, and joint pain, fatigue, diabetes, blood disorders, children’s nutrition and learning disabilities.
Dr. Costa serves the entire family yet, specializes in women’s and children’s health. She is a dynamic physician and has helped numerous patients regain their health.
Financial Advisor with Edward Jones
Jacqueline Smith has been in the financial industry since 2010, with a focus on helping clients build strong foundations for their retirement and enjoy the lives they’ve worked hard to create. Originally from Egypt and holding a Bachelor of Science in Accounting, Jacqueline partners closely with clients, providing guidance through life’s transitions and coordinating with other professionals to deliver comprehensive financial strategies.
Jacqueline and her husband, Ramez, have been married for over 25 years and have two daughters. Outside of work, she is an active volunteer in her church community and enjoys spending time with her German Shepherd, Simba.
LJB Investigations
Lynda J. Bergh Herring, a native of Orange County, California, has worked in the investigation industry for forty-two years, and obtained her Private Investigator license and began doing business as L.J.B. Investigations in June 1996.
Prior to entering the P.I. field, Ms. Herring was employed in law enforcement and also danced professionally, having originally studied to be a ballerina. She possesses Bachelor’s degrees in Criminal Justice and Psychology, and a Master’s degree in Public Administration. She describes herself as a “general” investigator, and conducts many types of investigations including, but not limited to, asset searches, background checks, due diligence, cyber crimes, online reputation, elder abuse, fraud, traffic accident, social media, personal injury, and cellular forensics.
Lynda is a contributing author to multiple books, including “Advanced Private Investigation” and “It’s All About Showing Up”, and her article, “How Well Do You Know Your Child?” was recently published in Kidz Zone Magazine. Her first “solo” publication, “Your Amazing Itty Bitty Keep Your Children Safe Book” is scheduled for release in January 2025.
Lynda’s passion lies in the fight against sex trafficking and sextortion, especially of children. She presents virtual and in-person workshops to children and adults regarding online exploitation and how to protect children from online predators, while also conducting investigations into human trafficking, sextortion, and missing children.
Click on the “Register Now” button to access the Registration Form
Provide your details, selecting the sessions you wish to attend. Each of the six sessions is facilitated by a different expert – attend all, or select based on your interests.
Complete the process by submitting the form. You will receive a confirmation email with session details.
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