Brands and Their Owners
Carolyn Rosenblatt contact information is shown below | |
Owner: | CAROLYN ROSENBLATT |
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Owner Address: | 54 McNear Drive San Rafael CA 94901 |
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Brand: |
AGING INVESTOR.COM |
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Description: | Educational services, namely, providing customized Web based non-downloadable webinars and online courses, non-downloadable pre-recorded webinars, non-downloadable videos for education, training, and continuing education, accredited education and distribution of white papers and written materials in connection therewith relating to elder abuse, assisting financial advisors to establish plans to respond to evidence of elder abuse; workshops and training directed to the implementation of senior-specific policies, dealing with difficult aging client situations, mock client interviews, role-play, and client communication; providing speaking and presentations services on aging; all the afore mentioned services relating to best practices for managing clients with diminished capacity, confidentiality issues, intergenerational wealth transfers, intragenerational family conflicts, initiating family meetings, protecting aging clients from predators, and establishing senior-specific policies for individual as well as organization based financial professionals; training services in the field of preventing and stopping elder financial abuse;downloadable electronic publications in the nature of newsletters, policy development kits, instructions, checklists for developing policies, sample documents all in the fields of best practices for managing clients with diminished capacity, confidentiality issues, intergenerational wealth transfers, intragenerational family conflicts, initiating family meetings, protecting aging clients from predators, and establishing senior-specific policies for individual as well as organization based financial professionals;AGING INVESTOR;business consulting to financial services professionals in the nature of work groups, program and policy development and implementation aimed at preventing and stopping elder financial abuse; business consulting to financial services professionals in the nature of implementation of strategies directed to intergenerational wealth transfers, client and family communication, family disputes, and expansion of the financial professional's role; business consulting to financial services professionals in the nature of consulting on best practices for financial management of clients with diminished capacity, confidentiality issues, intergenerational wealth transfers, intragenerational family conflicts, initiating family meetings, protecting aging clients from predators, and establishing senior-specific policies for individual as well as organization based financial professionals; |
Category: | EDUCATIONAL SERVICES |
Brand: |
AGINGPARENTS |
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Description: | Case management services, namely, coordination of legal, social and psychological services for elderly persons; Consulting services concerning legal matters in the medical field; Providing case management services, namely, coordinating legal, medical, physical, social, personal care and psychological services for families with elderly persons; Providing case management services, namely, coordinating legal, physical, social and psychological services for disabled persons; Providing case management services, namely, coordinating legal, physical, social and psychological services for families with elderly persons; Providing emotional counseling and emotional support services for families with elderly persons; Providing information relating to legal affairs; Mediation; Mediation of disputes regarding elders, their families, caregivers and stakeholders;Providing medical information in the field of health care; Psychological testing; |
Category: | CASE MANAGEMENT SERVICES |