2012 Alzheimer's Webinar Series
October 30th 5pm-6 (MDT): Legal and Financial Next Steps
Larry Kloster. Branch Manager, Raymond James Financial Services, Inc.
and Drew A. Perkins, JD. Perkins Law PC
Goals and Objectives:
At the conclusion of this educational webinar, the learner will be able to:
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Describe legal and financial resources that healthcare providers can share with
patients/clients.
Describe legal and financial issues common to patients with dementia.
Explain strategies to communicate with patients about legal and financial matters and
resources in the context of impending chronic illness, such as dementia.
Organizational Framework:
 Resources used/provided: PowerPoint slides provided
 Level of learner: Beginner
 Competencies targeted: Patient care-that is compassionate, appropriate, and
effective for the treatment of health problems and the promotion of health;
interpersonal and communication skills that result in effective information exchange
and teaming with patients, families, and other health professionals; systems based
practice, as manifested by actions that demonstrate an awareness of and
responsiveness to the larger context and system for health care and the ability to
effectively call on system resources to provide care that is of optimal value.
 Description of enduring training materials used:
o Link to video: Legal and Financial Next Steps
o Copies of handouts: Alzheimer’s Association handout for Financial Next
Steps and Alzheimer’s Association handout for Legal Next Steps.
o Titles of books used or shared: NONE
o Copies of reminders provided: NONE
o Copies of PowerPoint presentations: PowerPoint slides provided
o Copies of notes provided: NONE
A description of the pedagogy driving your training (instructional delivery):
 Intended audience: MDs, NP’s, RNs, Social Work and other mental health
professionals
 Teaching/Learning Strategy: Blended online via webinar and webcast via host sites.
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o Interactive activities used to integrate learning: Questions during and post
presentation
o Evaluation Strategies: Following completion of each presentation, the
participants will receive an evaluation form to gather quantitative and
qualitative data. The evaluation form will include quantitative questions
anchored to a Likert scale, regarding satisfaction with the presentation, as
well as retrospective pre and post change in knowledge and intent to change
their medical practice as a result of the program. Participants will be able to
provide qualitative data regarding which areas of practice they intend to
change.
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