Legal and Financial Workshop for Seniors

June 9, 2020

Join UPMC Senior Services and experts in Legal and Financial Planning field to help older adults, healthcare providers and caregivers navigate planning for cost of care. 

This is a free event, however for social workers seeking credit there is a $10 fee to cover the cost of the certificate issued by the University of Pittsburgh's School of Social Work. 

Program time is 5-7pm EST on June 9th 2020

Target Audience

Health professionals, family caregivers and older adults in the community are encouraged to attend. 

Learning Objectives

Upon completion of this program, attendees will:

  • Understand the available financial tools available to help cover the costs of Long Term Care
  • Understand considerations that impact the cost of care.
  • Discuss the importance of Medicaid and Veteran benefits.


Course summary
Available credit: 
  • 2.00 ANCC
    UPMC Provider Unit is accredited as a provider of continuing nursing education by the American Nurses Credentialing Center’s Commission on Accreditation
  • 2.00 Attendance
Course opens: 
Course expires: 
Event starts: 
06/09/2020 - 12:40pm EDT
Event ends: 
06/09/2020 - 5:40pm EDT
Virtual Event
Pittsburgh, PA
United States

Mr. Catale, CLTC, CEP has presented in many of the senior communities in Western Pennsylvania. Someone from his office is in a retirement community, Nursing Home, or with an in-home Care Provider on a daily basis. Brian has helped well over 400 communities and organizations across the country. Annually, Brian hosts between 35 to 50 workshops dealing with Progressive Asset Planning, Retirement and Income Planning, Fraud Prevention and Protection, and how to acquire local, county, state, and other federal government benefits.  By the end of 2020, Brian will have hosted over 470 events. 

Ms. Fulena, Esq., a partner at Robb Leonard Mulvihill LLP. She is a cum laude graduate of Westminster College. Upon graduating from Westminster, she obtained a Juris Doctor degree from the University of Pittsburgh School of Law. While attending law school, Ms. Fulena served as a Law Clerk to The Honorable Ralph D. Pratt of the Lawrence County Court of Common Pleas and as a Legislative Assistant to the University of Pittsburgh’s federal lobbyist, LouisTronzo. She is admitted to the United States District Court for the Western District of Pennsylvania and the United States Court of Appeals for the Third Circuit.

Conflict of Interest Disclosure:  No members of the planning committee, speakers, presenters, authors, content reviewers and/or anyone else in a position to control the content of this education activity have relevant financial relationships with any entity producing, marketing, re-selling, or distributing health care goods or services, used on, or consumed by, patients to disclose.

In support of improving patient care, the University of Pittsburgh is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.

Nursing (CNE)

The maximum number of hours awarded for this Continuing Nursing Education activity is 2 contact hours.

Social Work

This program is offered for 2.0 hours of social work continuing education through co-sponsorship of the University of Pittsburgh's School of Social Work, a Council on Social Work Education-accredited school and, therefore, a PA pre-approved provider of social work continuing education. These credit hours satisfy requirements for
LSW/LCSV LPC and LMFT biennial license renewal. For information on social work continuing education call (412) 624-6902.

Other Healthcare Professionals:

Other health care professionals will receive a certificate of attendance confirming the number of contact hours commensurate with the extent of participation in this activity.

 Nursing Home Administrator approved for 2.0  through the State Board of Examiners of Nursing Home Administrators. NHAPR102329

Available Credit

  • 2.00 ANCC
    UPMC Provider Unit is accredited as a provider of continuing nursing education by the American Nurses Credentialing Center’s Commission on Accreditation
  • 2.00 Attendance


Please login or register to take this course.

This will be a virtual program.  A program invite will be emailed one week prior to the event from UPMC Senior Services.  

For questions about the program, please contact Ronnie Edwards @

Required Hardware/software

Program will take place virtually. A valid email is required in order to receive the program invite.