Florida State Guardianship Association FSGA … › wp-content › uploads › 2019 › ...Florida...

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Florida State Guardianship Association FSGA Mission Statement - The Florida State Guardianship Associaon is dedicated to the protecon of the dignity and rights of incapacitated persons and to increasing the professionalism of guardianship through educaon, networking and legislave acon. CONTENT: Conference 2 • Congrats! 10 • Board Election 5 The Florida State Guardianship Associaon, Inc. is a nonprofit corporaon, an affiliate of the Naonal Guardianship Associaon. floridaguardians.com | (800) 718-0207 | eFax (877) 896-0464 | PO Box 1185, Palm City, Florida 34991 Volume 2 Edition #5 FSGA BULLETIN MESSAGE FROM OUR PRESIDENT: Conference is fast approaching and will be here before we know it. This year we have some phenomenal presenta- ons and diverse subject maer. Get your hotel reservaons soon if you have not already. We are so excited to be in Miami. We have a very acve South Florida Chapter as well as acve chapters in Palm Beach, Broward and Southwest Florida. We cant wait to explore the fabulous downtown Miami area with museums, and the Wynwood art district. I look forward to the me when so many of our members are together again learning and having fun. Home Care As- sistance is our Diamond Sponsor this year, our members and board would like to thank them for their generous support. Also to our many other sponsors and exhibitors, we could not have the conference without you! Is Board Service for you? There are several open posions on our board. Please see page 6 for details. The FSGA Board meets numerous mes a year in person in Kissimmee. We work on a myriad of issues effecng guardians and drive the associaon forward . If you would like to be considered, send along the nominaon form and your resume or CV for consideraon. The Rally in Tallywas a huge success. Natalie with Acclaim Strategies has hit the ground running and we thank her for educang Florida legislators and recognizing the good guardians that we have in our great state. To get involved in our lobbying efforts contact the Pam Keller, Legislave Commiee Chair. Thank you for your connued membership in the FSGA, FSGA President, Sherri Graham

Transcript of Florida State Guardianship Association FSGA … › wp-content › uploads › 2019 › ...Florida...

Page 1: Florida State Guardianship Association FSGA … › wp-content › uploads › 2019 › ...Florida State Guardianship Association FSGA Mission Statement -The Florida State Guardianship

Florida State Guardianship Association

FSGA Mission Statement - The Florida State Guardianship Association is dedicated to the protection of the dignity and

rights of incapacitated persons and to increasing the professionalism of guardianship through education, networking

and legislative action.

CONTENT: Conference 2 • Congrats! 10 • Board Election 5

The Florida State Guardianship Association, Inc. is a nonprofit corporation, an affiliate of the National Guardianship Association.

floridaguardians.com | (800) 718-0207 | eFax (877) 896-0464 | PO Box 1185, Palm City, Florida 34991

Volume 2 Edition #5

FSGA BULLETIN

MESSAGE FROM OUR PRESIDENT:

Conference is fast approaching and will be here before we know it. This year we have some phenomenal presenta-tions and diverse subject matter. Get your hotel reservations soon if you have not already. We are so excited to be in Miami. We have a very active South Florida Chapter as well as active chapters in Palm Beach, Broward and Southwest Florida. We can’t wait to explore the fabulous downtown Miami area with museums, and the Wynwood art district. I look forward to the time when so many of our members are together again learning and having fun. Home Care As-sistance is our Diamond Sponsor this year, our members and board would like to thank them for their generous support. Also to our many other sponsors and exhibitors, we could not have the conference without you!

Is Board Service for you? There are several open positions on our board. Please see page 6 for details. The FSGA Board meets numerous times a year in person in Kissimmee. We work on a myriad of issues effecting guardians and drive the association forward . If you would like to be considered, send along the nomination form and your resume or CV for consideration.

The “Rally in Tally” was a huge success. Natalie with Acclaim Strategies has hit the ground running and we thank her for educating Florida legislators and recognizing the good guardians that we have in our great state. To get involved in our lobbying efforts contact the Pam Keller, Legislative Committee Chair.

Thank you for your continued membership in the FSGA,

FSGA President, Sherri Graham

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2019 SPONSORS

The Florida State Guardianship Association, Inc. is a nonprofit corporation, an affiliate of the National Guardianship Association.

floridaguardians.com | (800) 718-0207 | eFax (877) 896-0464 | PO Box 1185, Palm City, Florida 34991

Our probate judge panel will be representing all 3 counties in South Florida,

including the Florida Keys. That means Monroe County, Miami-Dade County

and Broward County panelists being the Honorable Timothy Koenig from Mon-

roe County, 16th Judicial Circuit, the Honorable Celeste H. Muir from Miami-

Dade County, 11th Judicial Circuit, and the Honorable Mily R. Powell from

Broward County, 17th Judicial Circuit. The educational panel will have an em-

phasis on diverse South Florida. In this way, FSGA will put forth our best

efforts to educate all participants, promote best practice predicta-

bility and consistency, dispel any various and sundry local and/or

statewide misconceptions and maintain trust and confidence in

the Probate Court System in Florida.

Please submit your questions via email for consideration:

Joe P. George Jr, Moderator

TEEPA SNOW CVB, NGT

ANGEL C. DUNCAN, M.A. MFT, ATR

SOUTH FLORIDA JUDGES PANEL

Time to register for the 2019 Conference! Register online or download and com-

plete the registration brochure. We have an amazing array of offerings. Take a

look at the exceptional talent donating their time and expertise to professionals

in the area of Guardianship. . .

STEVE HITCHCOCK, ESQ

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2019 EXHIBITORS

The Florida State Guardianship Association, Inc. is a nonprofit corporation, an affiliate of the National Guardianship Association.

floridaguardians.com | (800) 718-0207 | eFax (877) 896-0464 | PO Box 1185, Palm City, Florida 34991

Cornerstone Hospice

Eisenhower Jacksonville

Center

Ginsberg, Shulman, PL

Strive Recreational Therapy

AGED, Inc.

Secured Alliance

Guardian Trust

Custom Telehealth

Jurisco

Trulieve

Sunshine Health

Clerks Statewide

Investiagtions

SEM Applications

Aging Life Care Association

Exact

Grannie Nannies

TrustCo Bank

ABLE United

Cypress Cove at Health Park

Dominion Insurance

Services

BECOME A SPONSOR

Edging the waterfront, Miami Marriott

Biscayne Bay offers stylish comfort in a

scenic downtown location. Unpack your

bags in thoughtfully appointed hotel

accommodations, featuring spacious floor

plans, modern amenities, work desks, high

-speed wireless internet and beautiful views of the city or Port of Miami.

After a full day of business, shopping or sightseeing, refresh in the sparkling

waters of our pool or treat yourself to distinctive cuisine at our signature

restaurant. With a sleek fitness center and stylish poolside bar, our water-

front hotel is a breathtaking oasis, where contemporary comfort is

complemented by the incomparable beauty of downtown Miami, Florida.

MAKE RESERVATIONS

MAKE RESERVATIONS

As Sponsors and Exhibitors your

exposure is an essential part of the

education and networking program in

Miami. This is great opportunity to

meet guardians and attorneys and many

other professionals in the south Florida

area and beyond. We have one Platinum sponsorship

available which includes two nights in a gorgeous suite

and a customized sponsor experience. We also have

opportunities to sponsor an attendee break, a meal or

join us as an exhibitor . TAKE A LOOK

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CLICK FOR VID-

EO The Florida State Guardianship Association, Inc. is

a nonprofit corporation, an affiliate of the National Guardianship Association.

SILENT AUCTION! A GREAT

WAY TO SUPPORT THE FSGA!!

DONATE AND SHOP!

Have you thought of becoming an

examiner? The FSGA is now

offering the INITIAL 4– hour

statutorily required examining

committee training in a

convenient online format. This

comprehensive course includes a

video and materials,

and a certificate of

completion. Please

order online. Instructor, Lance

McKinney of Osterhout and

Mc Kinney, P.A.

4-HOUR INITIAL

EXAMINING

COMMITTEE

TRAINING

INITIAL 4- HOUR

EXAMINING

COMMITTEE

TRAINING (CLICK)

Our 2019 FSGA conference, “The Art of Guardianship”, is fast approaching and

we are asking for the favor of your contribution in the form of a Silent Auction

Gift Basket. Because our conference theme focuses on the role of the Guardi-

an, we are asking that the gift baskets in some way support our work as advo-

cates in service to our clients.

The following list is meant to get the creative juices flowing and help you think

about the many things we as Guardians do for our clients.

Companion pet supplies

Brain games and puzzles

Large print word search,

crossword, and puzzle books

Head phones and ipod

Scrap booking and photo album (include a gift card for printing)

Gardening items (seeds, decorative pots, etc…)

Simple sewing items

Old movies and trivia books

Gift cards of all types

Each gift basket should have a minimum value of $25 and be clearly marked

with your Chapter name, Company name or Individual member name. We also

ask that your basket be delivered to the conference site ready for display (i.e.

shrink wrapped or other means of securing items).

Thank you for all you do!

MaryLou McKeon Richard Mitchell

[email protected] [email protected]

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PALM BEACH CHAPTER

The Florida State Guardianship Association, Inc. is a nonprofit corporation, an affiliate of the National Guardianship Association.

floridaguardians.com | (800) 718-0207 | eFax (877) 896-0464 | PO Box 1185, Palm City, Florida 34991

FSGA has open positions for those aspiring as leaders in the guardianship community. Board Terms

are ending for Area and At large directors, these positions serve 3 year terms. FSGA Directors iden-

tify and respond to trends in guardianship and other arenas. They set policy, direction and recruit

new members. They generate leads for sponsors and contributors to the Association. Area Direc-

tors: Candidate's address of record must be within the Area. The election is held by the members

in that area only.

CLICK HERE for the Nomination Form

TERM ENDING 2019

• Area III ( Hillsborough, Pinellas, Pasco ,Hernando, Highlands, Hardee,

Polk)

• At Large ( 3 seats)

CURRENTLY VACANT

• At Large Director 2020

• Area VI ( Gadsen, Liberty, Franklin, Leon, Wakulla, Jefferson, Madison, Taylor, Hamilton, Suwanee Lafayette and

Dixie) term ends 2020

• Area I (Escambia, Santa Rosa, Okaloosa, Walton, Homes, Jackson, Washington, Bay, Gulf, Calhoun) term ends

2020

• At -Large term ends 2019

If you’d like more information please contact

Karen Greene

All forms must be received by June 15,

2019 An incomplete packet will not be

considered.

FSGA BOARD POSITIONS

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The Florida State Guardianship Association, Inc. is a nonprofit corporation, an affiliate of the National Guardianship Association.

floridaguardians.com | (800) 718-0207 | eFax (877) 896-0464 | PO Box 1185, Palm City, Florida 34991

JOIN OUR CHAP-

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The Florida State Guardianship Association, Inc. is a nonprofit corporation, an affiliate of the National Guardianship Association.

floridaguardians.com | (800) 718-0207 | eFax (877) 896-0464 | PO Box 1185, Palm City, Florida 34991

MEMBER FEATURE

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The Florida State Guardianship Association, Inc. is a nonprofit corporation, an affiliate of the National Guardianship Association.

floridaguardians.com | (800) 718-0207 | eFax (877) 896-0464 | PO Box 1185, Palm City, Florida 34991

GUARDIANSHIP EDUCATION

Read our article in the statewide publication of the Florida Department of Elder Affairs, which contains

consumer tips on what to look for to tell a good guardian from a bad one. Our committee members

contributed to the article so it was truly a committee-wide effort!

We have also submitted an article to Senior Scene in Brevard County on guardianship myths vs.

facts. There are more senior publications interested in our articles, so feel free to increase that

number by submitting to Al a senior or neighborhood publication in your area!

Also, a reminder to please subscribe to our YouTube Channel so you can get the latest guardianship

educational videos! Click here for the full Elder Update

Al Rothstein

Click for our newest video

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The Florida State Guardianship Association, Inc. is a nonprofit corporation, an affili-

ate of the National Guardianship Association.

CHAPTER NEWS AND EVENTS

The Chapter meets monthly on the second Tuesday of the month at 12:30 at a vari-ety of locations. At the meeting in February, the members elected a new

Board of Directors. Elected were Nicola Fitchner, Jayne Harold and Lennie Burke (professional guard-ians) and Renee Peppy (attorney). Subsequently, the new Board met and elected Nicola to return to her former role as Treasurer. Jayne will serve as Vice President and Secretary (and Designated Rep-resentative to the FSGA Board of Directors), and Lennie as the President.

The Chapter met on March 12, 2019 at Advent Health Hospice Care (formerly Hospice of the Com-forter.) Javier Melendez spoke about their new car-diac care program.

The next meeting will be on April 9, 2019 at 12:30. The host is Bluestone Physician Services. The guest speaker will be Brenda Lyle, Aging Services Manag-er at One Senior Place who will speak about re-sources available at One Senior Place and beyond. One Senior Place is located at 715 Douglas Avenue, Altamonte Springs. Attendees must RSVP to (407) 705-2042 to assure lunch is provided.

The Board plans to find new ways to be of greater value to professional guardians and improve their partici-pation in the Association.

Submitted by :

Lennie Burke, President

CENTRAL FLORIDA

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Guardianship Program of Dade county was

named a “SOUTH FLORIDA TOP WORKPLACE”

by the Sun Sentinel Newspaper. The organiza-

tions chosen for recognition were determined

through confidential employee surveys. The

program is very proud of their 24 professional

guardians, all are registered with the Office of

Public and professionals Guardians. These

professionals continue to exceed education re-

quirements for Guardians.

The Florida State Guardianship Association, Inc. is a nonprofit corporation, an affiliate of the National Guardianship Association.

floridaguardians.com | (800) 718-0207 | eFax (877) 896-0464 | PO Box 1185, Palm City, Florida 34991

CONGRATULATIONS

GUARDIANSHIP PROGRAM OF DADE COUNTY

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The Florida State Guardianship Association, Inc. is a nonprofit corporation, an affiliate of the National Guardianship Association.

floridaguardians.com | (800) 718-0207 | eFax (877) 896-0464 | PO Box 1185, Palm City, Florida 34991

The Education Committee is working very closely with the Conference Committee for the 2019 Conference to

provide additional support in obtaining and selecting educational presentations that will benefit members and

attendees. Education Committee meets via phone the second Wednesday of the month at 8:30 AM (along

with membership) For more information please contact Ellie Himes

FSGA COMMITTEES

LEGISLATIVE The Legislative Committee works closely with Acclaim Strategies to identify, prioritize and advocate legisla-

tive issues affecting professionals in the practice of guardianship . The committee meets the third Wednes-

day of the month at 4 PM via phone conference. For more information contact Pam Keller.

EDUCATION

MEMBERSHIP The Membership Committee is carefully reviewing the structure and benefits of FSGA membership. This

committee also focuses on recruitment and member benefit. The committee meets via phone the second

Wednesday of the month at 8:30 AM (along with education) for more information please contact Robin

PUBLIC RELATIONS

The PR Committee is working on a variety of issues, guardianship spotlights, developing our YouTube chan-

nel, and keeping our speakers bureau active with presentations. Please send local news to the PR committee

for inclusion on the Facebook page. The committee meets the second Tuesday of each month at 4 PM.

Please contact Al Rothstein for more information.

BYLAWS AND POLICY & PROCEDURE

The bylaws committee meets regularly over the phone and in person to develop and maintain policy and

procedure and to make recommendations to the board concerning changes in the FSGA bylaws. For more

information please contact Jetta Getty or David Hook.

TECHNOLOGY

The purpose of the Technology Committee is to ensure that the FSGA’s technology programs and platforms

support the FSGA’s Mission Statement and FSGA’s Strategic Plan. The committee is working on website devel-

opment and content. The committee meets the 2nd Friday of the month at noon by phone. Please contact

Anthony Palmieri for more information.

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USEFUL

LINKS

FSGA SUPPORTERS

FSGA COMMITTEES

FSGA BOARD

FSGA CALENDAR

FSGA MEMBERSHIP

FSGA CHAPTERS

MEMBER DIRECTORY

NGA

OPPG

FLORIDA BAR

COURT FORMS

SILVER

Rebecca, Vaccariello,

Salvatori, Wood, Buckel, Carmichael & Lottes

Alex Cuello, Law Office of Alex Cuello, P.A.

BRONZE

Michael Haase , 1776 Moving and Storage Inc

Anthony Ford, Plan Life Care

Andre Santamaria, A Banyan Residence

Gina Rossi Scheiman, Treasure Coast Guardianship and Advocacy

Jetta Getty, Young at Heart Elderly Services

Jesse Peck, Peck Bulgin Wealth Management of Raymond James

Joseph Santiago, Health Insurance Options LLC

Ken Patton, Arne Carlson Insurance Agency, Inc.

Matthew Matechik, Professional Guardian Golf Coast

Nicki Decker, Guardianship Services of Central Florida, LLC

Nancy Starr, Professional Guardian Southwest Florida

Robert McWhirter, TrustREPS, LC

Teresa Moore, Safe and Secure Home Care

The Florida State Guardianship Association, Inc. is a nonprofit corporation, an affiliate of the National Guardianship Association.

floridaguardians.com | (800) 718-0207 | eFax (877) 896-0464 | PO Box 1185, Palm City, Florida 34991