Pat McVey-Ritsick and Joe Ritsick, MD are both available to speak to your group, association or gathering. Here is a sampling of some of the topics that they have prepared and presented:
Physical and Cognitive Changes Associated with Aging
This presentation covers all of the "typical" changes associated with the different stages of aging. The focus is on what to expect, symptoms and signs, and how to delay some of the disabling changes associated with aging.
Joseph A. Ritsick, MD
How to Prepare Legally & Financially for the Changes Associated with Aging
This topic encompasses the preparations needed to ensure that a person's care and finances are handled in an ethical/caring manner. Discussion will include Powers of Attorney (for both healthcare and finances), Trusts, Wills, Representative Payee, Conservatorships, and Healthcare Directives. The pros and cons of each type of advanced planning will be discussed.
Pat McVey-Ritsick
Preventing Falls in the Elderly
The #1 reason that people enter a nursing home is because of injuries resulting from falls. We outline the reasons for falls and how to prevent them. The talk details the physical, cognitive, medication, and home changes to make to improve a senior's chances of remaining mobile.
Joseph A. Ritsick, MD
Pain Management for the Elderly
As we age, most people will experience pain due to aging joints, arthritis, cancer or injuries. Learn about the newest methods/medications for pain management. You don't have to suffer in pain!
Joseph A. Ritsick, MD
Fit for Life - The "normal" signs of aging are NOT "normal". Learn how to prevent the commonly associated signs of aging and make your remaining years productive and enjoyable. We discuss how activity, diet, intellectual stimulation and attitude all prepare one for quality "Golden Years".
Joseph A. Ritsick, MD
Preparing for the Inevitable - When Your Spouse Passes On - This presentation covers all of the steps involved in closing an estate after the death of a spouse. We explain what to expect when planning for a funeral/burial, how to apply for surviving spouse and/or death benefits for social security, pensions, the VA, and annuities. We'll discuss the basics of probating an estate or handling trust activities.
Pat McVey-Ritsick
Organizing your Finances & Balancing Your Checkbook - Many widowed persons have never paid bills, reviewed brokerage reports or managed their investments. This class will cover analyzing and paying monthly expenses, establishing a monthly spending plan, reading a brokerage report, and balancing a checkbook.
Pat McVey-Ritsick
Basic Investing - This class details the basics of investing - what is the stock market, what is a stock, bond, CD, Mutual Fund, Limited Partnership, and Money Market account. We will discuss how to open a brokerage account and how to access your bank accounts and brokerage accounts online.
Pat McVey-Ritsick
Understanding the Stock Market - This class covers how the stock market functions, the different markets, the multiple methods of selecting stocks, how one can research companies on the internet and trading online.
Pat McVey-Ritsick
Understanding Mutual Funds - There are now more mutual funds than stocks! Learn the differences between equity and income funds, domestics vs. international funds, value vs. growth funds, why diversification is important and what fees are associated with mutual funds.
Pat McVey-Ritsick
Analyzing Mutual Funds for Your Portfolio - Using Morningstar Mutual Fund pages, we'll cover how to determine if your funds are performing well and what it costs you not only to buy the fund but annual "hidden" expenses that eat away returns.
Pat McVey-Ritsick
Finding Great Advisors & Professionals - How to interview and hire a Stockbroker, Financial Planner, Attorney, Physicians, bookkeeper and CPA who all work for your benefit. Will give you tips and questions to ask to find those advisors who mesh with your philosophy of investing, healthcare and financial management.
Pat McVey-Ritsick
Transitions - Caring for an Elderly Parent - This class discusses the signs of aging and the transition of caring for an aging parent. We'll discuss all the necessary steps involved in caring for a parent's physical, psychological, and financial needs. The class will highlight how to select home care providers; the different levels of assisted living/nursing homes/life care centers and how to go about choosing the best environment for your parent.
Pat McVey-Ritsick
Death & Dying: Advocating for a “Good Death” – This presentation covers all aspects of caring for an individual at the end of life and assuring a comfortable death. We discuss psychological, spiritual, social/family, and physical/medical issues that occur during the dying process.
Pat McVey-Ritsick
Pat McVey-Ritsick was featured in the Myers Urbatsch P.C. March 2010 Special Needs Newsletter - Get to Know a Private Professional Fiduciary
(link coming soon...)
Speaker Topics
"You are a wonderful Fiduciary, thank you for taking care of my sister"
Anne
Vallejo, CA
3343 Vincent Road, Suitce C | Pleasant Hill, CA 94523 | ph. 925.627.1593 | f. 925.627.1597
info@pmrfiduciary.com | www.pmrfiduciary.com
3343 Vincent Road, Suitce C | Pleasant Hill, CA 94523
info@pmrfiduciary.com | www.pmrfiduciary.com
