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Issue: # 1202February 2012

Fiduciary/Benefits Advocacy/Care Management

SF Bay Area Fiduciary and Financial Advocacy - Herb Thomas

In the spirit of President's Day, we want to honor our nation's forefathers by celebrating the birthdays of Presidents George Washington and Abraham Lincoln. More than just a national holiday, this is a time to reflect on the monumental job held by a U.S. President. The office of the President has and continues to shape the lives of every American. Let us be ever mindful of what a nation of opportunity we live in today.

Herb Thomas & Associates is growing! In our continuing quest to provide the best possible service to our clients, we have expanded our staff. After wading through hundreds of applications, meeting some great people, discovering some serious talent and evaluating people on a variety of levels, we are pleased to announce that we have added four new members to our team: Janice Olvarado and Jeanene Cannon, social workers; Laleh Namdar, Administrative Assistant and Leon Khersonsky, Certified Financial Planner. Learn more about our staff and the services available from Herb Thomas & Associates at www.HerbThomas.com.

Social Workers & Case Managers—What's the difference?

Understanding how social workers can help to improve quality of life.

social workAlthough they are sometime referred to as the same profession, Case Managers and Social Workers have different job responsibilities. The distinguishing factor between the two is the education and licensure mandatory to perform job duties. The National Association of Social Workers defines social workers as a group of professionals who deal with individuals, groups and communities to restore societal conditions into a favorable condition. This is done through the implementation of values, principles and techniques. Case Managers, on the other hand, coordinate with agencies, organizations and facilities to find the best help for their clients.

The Case Manager provides the necessary assistance that individuals seeking assistance might need to function in society. Most of their work centers on the individual with little consideration of environmental factors such as school, work or living situations. They do, however, perform detailed assessments to present to their referral sources. Social Workers' concerns go beyond the individual. Their training and specialized education allows them to investigate the social, emotional and physical ramifications on a client's needs.

Social workers offer a broad range of services, from emotional support to referrals for community resources. They may provide counseling services, advocate for a patient, or work with community groups to develop resources that will aid medical patients and other constituencies, such as people with lupus.

At Herb Thomas & Associates we combine the role of Social Workers and Case Managers to give each of our clients the best possible life plan to ensure the highest quality of life.

Our client services team lead by our Client Services Manager and gerontology specialist Kate Panepinto now includes three credentialed and highly experienced social workers. Their primary focus is to assess your needs (based on such criteria as your educational level, support from friends and family, financial situation and living arrangements) and then help you to take care of those needs. In addition, our client services team helps you weave your way through healthcare systems and find local resources to help you manage day-to-day life.

Gimone Bryant develops bio-psychosocial assessments and treatment plans to assist clients in attaining their maximum quality of life. In addition, he provides psycho education and resources based on the client's needs and goals. Gimone was trained in the Alameda County Behavioral Health Care system and holds a Master's degree in Social Work with a concentration in Mental Health from California State University East Bay.

Jeanene Cannon has a Masters in Social Work and plays a vital role in helping clients navigate and access needed services while providing services that are flexible to the client's current medical and social needs. Her professional experience includes case management, child welfare investigations and mental health assessments for children and their families in Santa Clara County. Jeanene is also a certified health and wellness professional who understands the connection between a healthy body and healthy mind.

With over 15 years of experience working in the field of care management, primary medical care and patient delivery systems, Janice Olvarado is a Medicare and Medicaid specialist and has worked extensively with senior populations. She gathers information to assess and determine each client's needs and develops and implements a service plan to assist clients in attaining their maximum quality of life. Janice has a Masters in Social Work and is a long-time Alameda resident.

 

Aren't all Fiduciaries financial specialists?

The role of a Certified Financial Planner

As you already know, a fiduciary is a person or institution given the power to act on behalf of another in situations that require great trust, honesty and loyalty. Fiduciaries you may already be familiar with include accountants, attorneys, bankers, business advisors, financial advisors, mortgage brokers and real estate agents. These individuals are hired to act in your best interest and must set aside their own personal motives in favor of your goals. So you might ask, "Isn't my fiduciary already a financial specialist?" The answer is, not always.

Leon KhersonskyA Certified Financial Planner or CFP is a licensed, educated and well-trained person who deals with other people's money. They jump through hoops and plenty of them to ensure that your money is safe and well protected. At Herb Thomas and Associates, we have a strong team of financial specialists including a bookkeeper, an accountant, an IRS Enrolled Agent and a Certified Financial Planner. This team ensures that all of your assets are well managed for the long-term.

A new addition to our Financial Services team includes Leon Khersonsky, a Certified Financial Planner professional, whose primary responsibility is to help clients ensure their assets last as long as possible. He reviews budgets and spending priorities and prepares financial projections for clients to help them make the most of their resources. Leon also monitors their investment portfolios managed by outside advisors as a second opinion to ensure clients' needs are being well-served. In addition, with experience in real estate and insurance, Leon is uniquely qualified to help clients maximize return on assets.

 

We are trained, registered, and licensed fiduciaries who know the specific court approved powers and responsibilities we have and how to fulfill our duties by serving your loved ones as professional conservators.  Contact us any time so that we may discuss your particular needs.  

 

We look forward to discussing any of our services with you.  Contact us anytime for statewide service: 510-749-8358 or herb@herbthomas.com.

 

Sincerely,

 Herb Thomas

In This Issue
Social Workers & Case Managers—What's the difference?
Aren't all Fiduciaries financial specialists?
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Fiduciary Services
Find out more about fiduciary, conservatorship, trust and guardianship services at www.HerbThomas.com
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