Hybrid event

FPA Ventura Quarterly Education Meeting

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Cal Lutheran

"Aging in Place" Live Panel

Don't miss this chance to join us for our Aging in Place live panel! We've assembled a diverse group of 5 localexperts specializing in various areas of "Aging in Place". The panel will explore the challenges and opportunities associated with aging adults, as well as discuss hot topics within their respective industries. The event will foster an engaging dialogue among panelists and attendees, highlighting invaluable solutions, resources, and personal experiences.

Come join us In-Person or Virtually via Zoom for our Quarterly Education Meeting at California Lutheran University!

Friday, October 18, 2024

8:00am - 10:30am PDT

Location:

California Lutheran University in Thousand Oaks

Agenda:

8:00am - Networking

8:30am - Program Begins

10:00am - Networking

10:30am - Event ends

Registration:

This event is complimentary! Bring a friend!

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Learn more about our panelists:

Daniel Sagal - Total Senior

My journey in senior care isn’t just a career path; it’s rooted in profound personal experiences that ignited my passion for this industry. Growing up in a family that operated assisted living homes instilled in me a deep respect for our aging population and the unique complexities of their needs.

The path became even more personal when I became the primary care manager for my beloved grandmother. After she suffered a hip fracture, her needs evolved, and she began a seven-year battle with dementia. As my family searched for an assisted living that could support her, we encountered a disheartening reality: the agencies in our community seemed focused on quick placements for high commissions, not finding the truly right fit for my grandmother. This experience, coupled with my upbringing in the San Fernando Valley and former career in real estate, crystallized a desire to serve the communities I know best.

This experience sparked something in me – a determination to change the way families find senior care. I envisioned an approach centered on compassion, genuine understanding, and a commitment to finding solutions regardless of financial means.

From this vision, Total Senior was born in 2013.

Our mission reflects my personal promise: to guide families through this often overwhelming process with unmatched compassion, transparency, and unwavering ethical standards. Just as I would search for the absolute best care for my own loved one, I strive to do the same for each and every family that turns to us.

My background in caring for seniors doesn’t just inform my work –it fuels my passion. I draw on my experiences to not only guide families but to advocate for the needs of seniors everywhere. It is an honor to serve this community, and your trust is a responsibility I hold sacred.

Choosing to focus on Los Angeles and Ventura Counties allows me to leverage my local knowledge and ensure families receive the most tailored and relevant care options available. This commitment to local expertise empowers me to provide personalized support and navigate the nuances of each community.

 

Dina Mabry - BGA Insurance

Dina is a trusted resource for life, long-term care, disability insurance. Being in the industry for over 17 years, Dina has become a respected consultant to financial advisors and individuals by creatively finding solutions for estate planning, income replacement, and long-term care protection solutions.

Working with over 30+ carriers, Dina taps into her knowledge from her long career in the pharmaceutical industry to properly underwrite clients to find the best match for most medical impairments.

Dina strives to be a reliable expert in her field so clients can make informed decisions and sleep at night knowing they and their families are protected. Solo agers, married couples, divorcing couples, new parents and those preparing for retirement can benefit from meeting with Dina.

 

Nikki Hashemi - Acorn Law

As a mother of two young children, I can relate to the exhaustion that comes with the daily grind of parenthood. As an estate planning attorney, however, I feel that it’s my mission to encourage every parent, regardless of financial status, to have an effective estate plan in place.

I enjoy meeting with families from all walks of life and assisting them in having the difficult conversations that ultimately turn into a solidification of their wishes. Especially when minor children are involved, I do my best to guide parents toward a mindful selection of guardians, trustees, and personal representatives.  Also, having witnessed preventable yet heartbreaking conflict upon the passing of my own family members, I am also dedicated to assisting grieving families with the administration of a decedent’s trust.

 I strive to be an approachable, humble, yet resolute estate planning lawyer and pride myself in holding each and every client’s hand throughout their legal journey.

Nikki received her B.A. from the University of British Columbia with a Major in Political Science and an Honors Degree in Germanic Studies. She obtained her Juris Doctorate from Loyola Law School of Los Angeles, where she was also invited to join the Moot Court. Nikki was admitted to the California Bar in 2005 and has since represented hundreds of clients in the United States Bankruptcy Courts for the Central and Southern District. She is admitted to all Courts within the State of California.

In addition to Estate Planning and Trust Administration, Nikki is experienced in representing individuals in Bankruptcy proceedings as well.

In an effort to serve her community, Nikki is a volunteer legal counsel at the Conejo Free Clinic, serves on the Board of Directors of the Women Lawyers of Ventura County and Bridges Charter School, and is a bankruptcy consultant at the Financial Abuse Specialist Team of Ventura County (FAST).

She is also an active member of WealthCounsel, Ventura County Bar Association, Central District of California Bankruptcy Attorneys Association, ProVisors, and Interactive Legal Academy.

While homeschooling her children for five years, Nikki also obtained her Life Coaching Certification. Her most exciting and life-changing events include sky-diving with her brother, meeting her amazing husband, and the birth of her two lovely daughters.

 

Eileen Gould - Eileen Gould Design & Construction

You will not find anyone more qualified, nor easier to work with than Eileen Gould. Eileen retrofits homes (and offices) for seniors and the handicapped with ramps, rails and many other assistive devices so you can continue to live and work in the space you love.

Sometimes, it’s a small improvement. Other times it’s a major remodel. And Eileen and her team can handle it all – plans, permits, construction, you name it. She’s not only a designer but also a contractor; in fact, the first woman contractor in this whole area!

Her 30+ years of experience, along with her unique skill set, have netted her hundreds of satisfied clients (including many celebrities!), loads of national media attention, and prestigious awards like top honors from the National Association of Business Owners.

 

Cathy Belsky - Family Ties Home Care

Cathy has B.S. degree in sociology from Rowan University and a Master of Education from Pepperdine University. Cathy’s career started in social work before her transition to the education field. Cathy has over 10 years of elementary school teaching experience and over 25 years of various volunteer experience, including senior care, foster care, and in hospitals while she did social work. Cathy continues to be involved in the local community and is greatly satisfied when she gives back to others in need. Cathy’s core responsibilities with Family Ties Home Care focus on the clients, their families, and referral sources.

 

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