Senior Healthcare Executive Forum (SHEF)
April 10-11, 2019

Philadelphia Airport Doubletree Inn
4509 Island Avenue, Philadelphia, PA 19153
(short hotel shuttle available to/from Airport)
(215) 365-4150

Meeting Overview

The objective of this meeting is to help members better understand the importance of a holistic approach to health care and funding, and how to build product and advice strategies that can build their businesses and help seniors succeed under that umbrella.

Nationally acclaimed thought leaders and subject matter experts, will lead discussions around:

  • The direction of healthcare delivery and its impact on consumer planning and costs;
  • The intersection of health, wealth and lifestyle;
  • Elder law issues seniors and their advisors should be aware of; and
  • Specific senior healthcare funding options.

Although our presenters are excellent, what really enhances the value of SHEF meetings are the different perspectives shared on each topic in our roundtable discussion format.


Wednesday, April 10

6:00 PM Networking Reception and Dinner
(Benjamin's, 1st floor)

Dinner Speaker: Joseph Devine, FACHE, New Jersey President and Chief Experience Officer for Jefferson Health
Thomas Jefferson University is one of the most progressive health systems in the country. In addition to managing Jefferson's New Jersey health system (formerly Kennedy Health), Joe is leading an enterprise-wide initiative on Patient Engagement and Access. Indicative of his breadth of experience and perspectives, Joe is also currently chairman of both the New Jersey Hospital Association and the Southern New Jersey Chamber of Commerce. He will discuss the reasons for and direction of change, the impact on patient care and experience as well as consumers in general, and the financial implications for patients and institutions.

Thursday, April 11
(all Thursday sessions will be in International Ball Room BC)

7:15 – 8:00 AM Continental Breakfast
8:00 – 9:00 Roundtable Participant Introductions and SHEF Survey Discussion
A roundtable discussion of results from the SHEF pre-meeting survey including individual member perspectives and differences across a larger population.
9:00 – 10:15 The Aging Conundrum: Understanding the Interconnectedness of Finances, Health, and Living Environments in building a successful society for the future
Liddy Manson, Director, Aging Well Hub, Georgetown University McDonough School of Business
This session will address the interdependencies/interconnectedness of financial health, physical health and healthy living environments which will lead to an argument that, without cross-sector collaboration and deep understanding of the consumer, we're going to continue to struggle to set up systems that support long term financial and physical health.
10:15 – 10:30 Break
10:30 – 11:15 Medicaid Compliant Income Annuities
Michael Denton, President, Clarke Financial
Medicaid is becoming a long term care payment option for an increasing number of consumers. We will discuss how a Medicaid Compliant Annuity can help protect significant assets from the Medicaid spend down provision and help spouses maintain a much more comfortable lifestyle.
11:15 – 12:00 "Wealthcare"
Jason Karlawish, MD, Professor of Medicine, Medical Ethics and Health Policy, and Neurology at the University of Pennsylvania
Dr. Karlawish will discuss the cognitive changes in everyone's brain as the age, and their impact on financial decision making. He will then overview his concept of Wealthcare where the medical services and financial services industries work together to preserve the health and wealth of their "mutual" clients.
12;00 – 1:00 Lunch and "Wealthcare" Breakout Discussions
At lunch, participants will be organized into two groups to "brainstorm" financial product and advice strategies that address the issues and opportunities of Wealthcare.
1:00 – 1:40 "Wealthcare" Strategies Discussion
When we reassemble, Dr. Karlawish will facilitate a discussion of strategies developed in the breakout groups.
1:40-2:00 Using A Medicare Approved Medical Savings Account (MSA) to Fund Senior Healthcare
Craig Ritter, President, Lasso Healthcare
Medicare approved MSAs represent a new option for some seniors to fund healthcare costs. Lasso is in its second year of offering this program. We will discuss how this program works, the potential market, and current experience.
2:00 – 3:00 Elder Law Issues
Nancy Rice, Esq., CELA, Rice Elder Law
Ms. Rice has worked with elder law and estate planning issues for over 30 years. She will discuss many of the key areas of elder law that seniors and their financial advisors must be aware of including the "Top 10 Myths in Elder Law."
3:00 + Wrap up and future meeting discussion
We will discuss future meeting topics and other SHEF business with those who are available after the formal sessions.

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For more information, contact:

Bob Grieb
610-989-1710, ext. 3

Heywood Sloane
610-989-1710, ext. 4

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