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1 www.NursesCaseManagement .com June September 2017 Debbie Pearson RN, BSN, CCM, TxCG, ALCA, NSA Plan to Control Your Aging Years www.NursesCaseManagement .com www.AgeYourWay.com www.NursesCaseManagement .com www.AgeYourWay.com Why Plan? www.NursesCaseManagement .com www.AgeYourWay.com Learning Objectives How Planning Impacts Control Three Stages to Plan Guide Others to be Active Four Parts of a Blueprint

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Page 1: - TEEA SLIDES - Plan to Control Aging Years - 30 minutes · 2017-11-03 · Plan to Control Your Aging Years The image part with relationship ID rId2 was not found in the file

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The image part with relationship ID rId2 was not found in the file.

www.NursesCaseManagement.com

www.AgeYourWay.com

The image part with relationship ID rId2 was not found in the file.

June 

September 2017

Debbie PearsonRN, BSN, CCM, TxCG, ALCA, NSA

Plan to ControlYour Aging Years

www.NursesCaseManagement.com

www.AgeYourWay.com

The image part with relationship ID rId2 was not found in the file.

The image part with relationship ID rId2 was not found in the file.

www.NursesCaseManagement.com

www.AgeYourWay.com

The image part with relationship ID rId2 was not found in the file.

Why Plan?

The image part with relationship ID rId2 was not found in the file.

The image part with relationship ID rId2 was not found in the file.

www.NursesCaseManagement.com

www.AgeYourWay.com

The image part with relationship ID rId2 was not found in the file.

Learning Objectives

How Planning Impacts Control

Three Stages to Plan

Guide Others to be Active

Four Parts of a Blueprint

Page 2: - TEEA SLIDES - Plan to Control Aging Years - 30 minutes · 2017-11-03 · Plan to Control Your Aging Years The image part with relationship ID rId2 was not found in the file

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The image part with relationship ID rId2 was not found in the file.

The image part with relationship ID rId2 was not found in the file.

www.NursesCaseManagement.com

www.AgeYourWay.com

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uiu

Control vs. Chaos

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The image part with relationship ID rId2 was not found in the file.

www.NursesCaseManagement.com

www.AgeYourWay.com

The image part with relationship ID rId2 was not found in the file.

The image part with relationship ID rId2 was not found in the file.

The image part with relationship ID rId2 was not found in the file.

www.NursesCaseManagement.com

www.AgeYourWay.com

The image part with relationship ID rId2 was not found in the file.

3 Stages Available to Plan

STAGE 1:In complete 

controlSTAGE 2:Assistance needed

STAGE 3:Someone else takes control

Page 3: - TEEA SLIDES - Plan to Control Aging Years - 30 minutes · 2017-11-03 · Plan to Control Your Aging Years The image part with relationship ID rId2 was not found in the file

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The image part with relationship ID rId2 was not found in the file.

www.NursesCaseManagement.com

www.AgeYourWay.com

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The Story & The [email protected]

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The image part with relationship ID rId2 was not found in the file.

www.NursesCaseManagement.com

www.AgeYourWay.com

The image part with relationship ID rId2 was not found in the file.

Directives for Life• Power of Attorney• HIPAA Release• Directive to Physician• Guardian Designation

• Complete all advance directives• Provide copies to your agent and physician• Originals in safekeeping and accessible to another• List location of other important documents • List agents so documents don’t go “stale”

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The image part with relationship ID rId2 was not found in the file.

www.NursesCaseManagement.com

www.AgeYourWay.com

The image part with relationship ID rId2 was not found in the file.

Your Chance to Document Wishes for Care Well in Advance 

of the Crisis

• List medical information to allow another to be an informed medical advocate

• Make health insurance data available• Complete medical planning worksheet to guide care if you are unable to speak

Page 4: - TEEA SLIDES - Plan to Control Aging Years - 30 minutes · 2017-11-03 · Plan to Control Your Aging Years The image part with relationship ID rId2 was not found in the file

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The image part with relationship ID rId2 was not found in the file.

www.NursesCaseManagement.com

www.AgeYourWay.com

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Don’t wait to obtain financial information after someone is incapacitated!!!!

• Bank accounts. Others to know what not to close.• Assets, income, obligations.• Investments, real estate, business holdings.• Life & other insurances – tap in to what’s available.

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The image part with relationship ID rId2 was not found in the file.

www.NursesCaseManagement.com

www.AgeYourWay.com

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Potpouri ofAll the Rest That Matters

• Phone numbers, service providers, logins/passwords.• List fears, favorites, concessions you agree to• Funeral & burial wishes, demographic data.• Specific bequests of sentimental heirlooms.

The image part with relationship ID rId2 was not found in the file.

The image part with relationship ID rId2 was not found in the file.

www.NursesCaseManagement.com

www.AgeYourWay.com

The image part with relationship ID rId2 was not found in the file.