Collaborating Care: An Interdisciplinary Approach to Serving Clients with Declining Capacity sponsored by Heirmark

Date: Tuesday, March 10, 2020
Time: 11:30am - 12:30pm
Location: The City Club of Cleveland, 850 Euclid Ave., 2nd Fl., Cleveland, OH 44114
Speaker: Panel including:
Mary Ertle
Karen Manning
Bridget Ritossa
Carmen Verhosek

Please arrive at 11:30 am for networking time in advance of lunch.
Lunch will be served at 12:00pm (noon) with the meeting beginning at 12:20 pm.

About the Program
Clients are best served when their financial, legal, and health and personal care advisors work together to provide team-based support when the client’s capacity begins to decline. This panel discussion engages professionals from a range of disciplines that intersect when a client’s ongoing capacity to manage his or her day-to-day decision making and/or long-range planning becomes an issue. The conversation topics will include protecting the client’s autonomy to the extent possible and practicable, balancing family concerns and incorporating their assistance where and when appropriate, and navigating ethical constraints that each discipline faces in integrating his or her services with the rest of the client’s care team.

About the Speakers

Mary Ertle serves as the Project Manager of the Alzheimer's Association Cleveland Area Chapter. Mary began her career with the Alzheimer's Association in 2014 as a Helpline Specialist at the Association's Home Office in Chicago. She then transitioned to working on the Helpline in Cleveland in 2015 answering questions about dementia and connecting families to resources. She is a graduate of Loyola University in Chicago with a B.S. in Human Services and a B.A. in Sociology. In her current role, Mary manages Helpline operations and programming for people living with memory loss. 

Karen Manning, Atty, CTFA, AEP® is a Regional Fiduciary Wealth Manager for BNY Mellon Wealth Management. In this role, she works directly with clients to address their estate planning, family governance and wealth management needs in collaboration with their trusted advisors. Karen joined the firm in 2010 and has more than 20 years of experience in the financial services industry. A graduate of Leadership Lake County, Karen served 10 years on Willoughby City Council where she was the chair of the Finance Committee. Karen currently serves as a volunteer for College Now serving as a Mentor for students from the Cleveland Metropolitan School District in need of additional support and guidance throughout their time in college.  Karen previously served on the Board of the Cleveland Estate Planning Council, chairing the Membership Committee which initiated the organization’s first mentoring program for members, Guidestar. Karen continues to serve on the committee and participates as a Guidestar Mentor. Past board experience includes serving the LGBT Community Center of Greater Cleveland, Lake Catholic High School Endowment Committee, St. Noel Catholic Church Endowment and the Lake Health Foundation Advisory Committee.

Bridget Ritossa is the Owner and Founder of Careplan Geriatric Care Managers. Bridget is a Certified Care Manager, and Licensed Social Worker. Bridget developed a wealth of knowledge and resources in the areas of aging due to her 20 years of practice working at two major hospital systems in Cleveland and two of the largest nursing home chains in the country. Bridget sits on the board of The Aging Life Care Association- Midwest Chapter and is married with two sons.  Bridget is a lifelong resident of Cleveland, Ohio.

Carmen M. Verhosek, Esq., is an attorney with Wickens Herzer Panza in Avon, Ohio. She spent many years as an elder law paralegal prior to becoming a practicing elder law attorney. She focuses on estate planning, elder law, Medicaid planning, and probate, estate, and trust administration. Ms. Verhosek is an accredited attorney for the preparation, presentation, and prosecution of claims for veterans' benefits before the Department of Veterans Affairs (VA). Additionally, she is bilingual, speaking both English and Spanish.

Kimberly Stein, Esq. │ 2019-2020 Program Chair

Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only.  Meeting cost is $25 for members when paid in advance before noon 03/09/20, $40 for members at the door, $40 for guests, and $200 for a table of six (please submit names to by 03/06/20).  If you reserve and are unable to attend, please call the office to cancel by noon 03/09/20 to avoid a no-show reservation billing.

Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders.  A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.   

To Reserve, click "Register Now" below.

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