Placement Predicaments - Southern Arizona Estate Planning Council
2025-03-20 00:00 - 02:00 UTC | Arizona Inn, 2200 E Elm St, Tucson, AZ 85719
[Handouts now available](#end)

Registration and cocktails

5:00pm – 5:15pm

Dinner

5:15pm – 6:00pm

Program

6:00pm – 7:00pm

RESERVATIONS

by Friday, March 14th

You will be sent a return email confirmation.

About the Program

You have clients that will eventually need assistance or want to downsize and move where help is available; or they may have a medical incident or accident that leaves them no choice but to move. There are a lot of details to consider when looking for the best placement since each situation and person is unique.

We are going to cover:
priorities of a hospital or rehab facility when it is time to discharge types of residential placements for older adults needing assistance levels of care -ways to pay for placement or care (Long-term care insurance, ALTCS, VA, reverse mortgage) how to find the best placement for your clients websites, placement agents -alternative ways to have care and stay at home things to consider before you commit

About the Speaker

Beth Fuller, BSW, CMC, founded TLC Coordination and Advocacy, a private care management company in 2016. She is an advanced professional member of the Aging Life Care Association™ and certified by the National Academy of Certified Care Managers. She has provided care management services to older adults, and individuals with developmental disabilities or a serious mental illness for 40 years in Tucson.

About the Panel

Nan Lagemann, LMSW, CCM is a certified case manager and licensed social worker. and has over 20 years of experience working in hospital settings. She also ran a program for older adults experiencing later life domestic violence in Pima County for 7 years. Since 2017. She has been working as a certified case manager at Encompass Health RIT where one of her primary responsibilities is safe and appropriate discharge planning.

Norman Roundy is a case manager at Fleming and Curti PLC, with Bachelor’s degree’s in Philosophy and Psychology. His experience includes service in the US Army as a Special Forces Medical Sergeant, in Primary Care settings as a Community Health Worker, and in Behavioral Health as a Case Manager focused on supporting high risk minors. He has been at Fleming and Curti since 2018.

Thank you to our Happy Hour Sponsor

Thank you to our Speaker Sponsor

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