Are YOU Prepared? Plan Now for Closing a Practice Due to Retirement, Voluntary Life Choice, Sudden Death, Illness or Disability
Presented by Anne Marie “Nancy” Wheeler, J.D. &
Bryan S. Slovon, RFC
Friday, October 17, 2014
1:00 p.m.–5:00 p.m.
3 CE Credits
Loyola University Maryland
Columbia Graduate Center
8890 McGaw Road
Columbia, MD 21045
This session demonstrates the importance of preparing for practice closure by mental health care professionals of any age or stage of practice. Planning is crucial whether it’s voluntary (e.g., retirement) or involuntary (e.g., sudden death, illness or disability).
Based on the content of the workshop, participants will be able to:
- Explain and discuss legal and ethical issues regarding appointing a records custodian.
- List resources for “professional wills” and related documents.
- Prepare actions to take in their own practice regarding giving notice of practice closure and handling records requests, client access to records, and record storage/destruction.
These issues will be followed by an explanation by an independent financial planner on some of the crucial financial concerns when preparing for retirement.
About the Presenters
Anne Marie “Nancy” Wheeler, JD is an attorney licensed in Maryland and the District of Columbia. She has extensive experience with counselors, psychiatrists and the broader field of mental health. For almost 30 years, she has managed risk management consultation services for the American Counseling Association and the American Psychiatric Association. On a daily basis, she helps practicing counselors, psychiatrists, and other mental health practitioners think through and understand challenging legal, ethical and regulatory issues ranging from privacy to managed care. Nancy is also an affiliate faculty member of the Graduate Pastoral Counseling Program of Loyola University Maryland, where she teaches ethics and legal issues courses to masters and doctoral-level students. Additionally, she has presented hundreds of seminars, workshops and keynote addresses nationwide on medical and mental health legal and ethical issues.
Bryan S. Slovon has been in the estate planning and financial services industry since 1995. He is the founder and CEO of Stuart Financial Group, a financial services firm that is dedicated to serving and educating clients in retirement and estate planning. Bryan is a Registered Financial Consultant, as well a Comprehensive Wealth Manager for Global Financial Private Capital, an independent investment company. As an investment advisor, Bryan has a fiduciary responsibility to always place his client’s needs first. He is also insurance-licensed in the states of Maryland and Virginia. He is a member in good standing with the National Ethics Association and the Mid-Atlantic Region Better Business Bureau.