Kline Galland: Distinguished Speaker Series

Kline Galland’s Distinguished Speaker Series hosts a dynamic lineup of speakers about aging and elder care related topics. This series aims to spark conversation, inform and inspire!

 


 

 

Join us for a panel discussion regarding investment, tax and estate planning pitfalls and strategies for seniors residing in Washington State.

Jack Almo is a Senior Vice President and Private Wealth Advisor of Morgan Stanley’s Private Wealth Management division. His team develops customized wealth management solutions for ultra-high net worth families, private foundations and endowments, and privately controlled companies, managing investment portfolios totaling approximately $2.6 Billion (as of September 2021) on behalf of its clients. Originally from Seattle, he is deeply passionate about community service and is currently serving as immediate past Chairman of Kline Galland Center.

Jay Dorsey is a partner in the Tax, Trusts and Estates Group of Dorsey & Whitney LLP. He helps clients through all stages of estate planning, including wills, trusts and charitable gift planning, international estate and tax planning. Jay also serves as a Senior Vice President and Director of the Dorsey & Whitney Trust Company.

Kelly Nelson is the Managing Principal of the Seattle accounting firm, Bader Martin, PS. Kelly works collaboratively with clients and their advisors on multi-generational planning through strategic tax and estate planning, retirement planning, family meeting facilitation, business and fiduciary tax compliance, succession planning and business consulting. She demonstrates a rare ability to develop and maintain an overall plan for the family while preserving harmony among family members and across the generations.

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We are offering our supporters and friends the opportunity to engage and learn from seasoned experts who are leaders in their respective specialties, all of whom have shaped many lives across their impressive careers.

The topics will include: estate planning, caring for aging loved ones, medical treatments and trends, legislative issues, protections from elder abuse, retirement activities, traveling, mobility, memory loss, mental health, transportation, exercise and fitness, food access, health and wellness, housing, and lifestyle.

Join us in keeping at the forefront of enormous healthcare discoveries, including regulatory changes as we all share incredible takeaways, inspiration and energy to help us navigate the aging process.

 

 

PREVIOUS DISTINGUISHED SPEAKERS:

Tuesday, January 25, 2022: Joseph G. Ouslander M.D.

A conversation on the science of successful aging, as well as public health, policy and economic issues related to providing high quality care to our ever-growing senior population.

Joseph G. Ouslander, M.D. is Professor of Geriatric Medicine and Senior Advisor to the Dean for Geriatrics at the Schmidt College of Medicine of Florida Atlantic University (FAU) in Boca Raton Florida. Dr. Ouslander is an internationally recognized geriatrician and is a past-President of the American Geriatrics Society, and serves as the Editor-in-Chief for the Journal of the American Geriatrics Society. He is a co-author of Essentials of Clinical Geriatrics and an editor of Principles of Geriatric Medicine and Gerontology.

Watch the recording here:

Tuesday, October 5, 2021: Dr. Ari Robicsek & Dr. Hope Druckman

In this session, we explore the impacts and trends of COVID-19 on seniors & older adults, from a regional and national perspective. Dr. Ari Robicsek is Chief Medical Analytics Officer and Senior VP of Research at Providence and Kline Galland board member. Dr. Hope Druckman is the Hospice Medical Director within Kline Galland.

Watch the recording here:

Tuesday, August 24, 2021: An evening with Howard Behar

A discussion with Howard Behar, former President of North America of Starbucks, successful business leader, and esteemed author. With Howard, we will learn how to set goals and define your values for all aspects of your life–regardless of age. Howard proves you are never too old to start something new.

Watch the recording here:

Tuesday, June 22, 2021: Rabbi Elana Zaiman

Deepen, heel, and uplift the relationships that matter to you most. Inspired by the ancient tradition of the ethical will, the Forever Letter is a letter we can write to our loved ones to share our values, wisdom, love, forgiveness, appreciation, and gratitude. In this session, we explore the forever letter as a tool you may use with your family and friends to surface what matters to you most.