OSRAA is a membership organization of referral and placement agencies in Oregon. … Learn More...
Business Members and prospective members are invited to attend the general meetings once quarterly. Meetings begin at 9:00am and may run until 10:30am.
Upcoming 2017 General Meeting Dates
April 14, 2017– Location, Town Center Village (8607 SE Causey Ave, Happy Valley, OR 97086)
General Meeting Topic– We will be discussing HB2661 and results of recent lobbying efforts, Legislation updates, Agents for a Fair Marketplace national meeting recap, May OSRAA Conference and Professional Liability Insurance Options
Biannual Conferences 2017
As part of our mission of providing education to the general public, healthcare partners, and our member’s own continuing education, we host two educational conferences per year and additional fundraisers for community non-profits. Our next scheduled conference details are below:
RSVP for Fall Conference 2017: Click Here
Date: November 2, 2017
Location: Rose Schnitzer Manor (6140 SW Boundary St, Portland, OR 97221)
*New this year- Vendor Fair
Speaking Schedule Spring 2017 Conference
The educational conferences hosted by OSRAA offer educational, relevant and up-to-date information for senior housing referral and placement advisors. The following speakers presented at the Spring 2017 OSRAA conference.
Schedule and Topics: The conference was been approved for 6 CEU credits.
9:15 am – 10:15 am Macular Degeneration: The Clear Picture on Research, Treatment and Prevention
Synopsis: This presentation will provide an overview of age-related macular degeneration, the leading cause of vision loss among older Americans. Joan will also discuss some of the latest methods of research, treatment and prevention
Speaker: Joan Kahn, Program Coordinator, Macular Degeneration Center, OHSU Casey Eye Institute. Joan Kahn has been with Casey Eye Institute for nearly 18 years, where she oversees the community education, fundraising and administrative activities of the Macular Degeneration Center. The center, comprised of physicians, scientists and support staff, links cutting-edge research with clinical care, pioneering new methods of diagnosis, treatment and prevention. Its full spectrum of care includes a wide range of vision rehabilitation and community outreach programs.
10:30 am – 11:30 am Parkinson’s Disease: What You Need to Know
Synopsis: Presentation will address common symptoms of Parkinson’s disease as well as disease progression. Troubling symptoms and changes in care needs will be highlighted as these are the typical points at which patients and families turn to community resources for help.
Speaker: Holly Chaimov is the Executive Director at Parkinson’s Resources of Oregon. She has a BS in Psychology, minor in Gerontology, and a Master’s degree in Business Administration. In her tenure with Parkinson’s Resources, Holly has played a key role in the positive growth and development of services for the Parkinson’s community here in the Northwest
11:45 am – 1:00 pm Lunch & Speaker: Let’s Share Housing
Synopsis: Let’s Share Housing. Many Americans are not financially ready for retirement–nearly half of American families have no retirement savings at all. The medium retirement savings figure among all working age families in the United States is just $5,000. The medium among families with savings is just $60,000. When considering retirement living we need to look beyond the traditional independent and assisted living options. This presentation will examine the benefits of seniors sharing housing
Why: Look at the need: statistics, seniors often house rich income poor, Isolation factor/ benefit of social engagement, Shared economy factor
Who: Expanded from Boomers and Seniors (ages 18 – 80); How folks group themselves (Intergenerational, Peer groups, Like interests, Skill sets
How: Meet and Mingles work/ face to face, Online, Workshops on education for success (Know Thyself, Conflict Resolution, Downsizing, Protect Yourself, Home Modification)
Speaker: Michele Fiasca, Let’s Share Housing. Michele got into the senior industry almost 20 years ago when she started Adult Placement Network. Having run and Adult Care Home she understood what struggles families had in making the right choice for care for a loved one.
After 12 years in the business, seeing so many seniors who could not afford the types of communities she represented through APN, Michele began to wonder what was the plan for those who would fall through the cracks in the years to come? With millions of Boomers turning 65 every year, how could we possibly house this aging population in an affordable manner? That’s when she started Let’s Share Housing, an online service matching homeowners with potential renters.
Michele is co-founder of OSRAA and past Vice President. In her spare time, she loves to dance and play her cello. Her dog Bella is her surrogate daughter and loving companion.
1:00 pm – 2:00 pm Making Relocation More Successful
Synopsis: One of the biggest fears families face when deciding to make the move from home to some type of retirement living is how the move will go. Ms. Beedle will present tips on making the relocation more successful. Learning objectives will present tips for community staff such as:
When spending time (as caregiver, family, or other) with a person who has dementia:
State what is most important, no matter what even in the messiest moments.
State what is essential to avoid, no matter what.
Demonstrate at least one method to communicate non-verbally to the person that her/his is in charge.
Describe why following bedtime rituals are important.
Describe essential information to increase success of relocation.
Speaker: Joyce Beedle, RN, BSN is one of the pioneers of compassionate Alzheimer’s care and has over 35 years of professional “hands-on” experience as well as more than a decade of personal caregiving experience. She is a book author of The Carebook: A Workbook for Caregiver Peace of Mind and has been a consultant for numerous books and video tapes. Joyce graduated with Honors from the University of Arizona in 1978 earning a Bachelor’s of Science in Nursing.
2:15 pm – 3:15 pm Getting Started with Medicaid and the Basics
Synopsis: After this session attendees will have a better of understanding of Medicaid. Topics covered will include Financial Assessment (asset and income level requirements including spend down strategies, exempt and nonexempt assets, Trusts, look back periods for gift giving, Married vs. individual with need for Medicaid; Documentation (verification of income and assets, tax records); Legal Materials (Durable power of attorney, trust documents and wills, health care directives, Medicaid application) and Other common questions (can care facilities discriminate because of Medicaid, what types of facilities accept Medicaid, don’t I have to be broke to qualify for Medicaid, what if I am already receiving care, dan I still apply for Medicaid)
Speaker: Ramin Rouhbakhsh-Wealth Management Advisor: Ramin is a financial advisor and owner of Tallus Wealth Management. Prior to his time at Tallus, Ramin was an advisor at Park Avenue Securities, where he was focused on providing high level financial planning and investment management in the Portland area. That experience has carried over to his work at Tallus, which is centered around the principles of financial planning, investment management, charitable giving and risk mitigation. Ramin attended the University of Portland, where he earned a bachelor’s degree in Political Science. He has also completed extensive course study in financial planning through Northwestern University’s School of Professional Studies. Ramin is passionate about providing his clients with the best service possible. He is a firm believer in taking the time necessary to truly understand his client’s goals and aspirations. As a Portlander for the past 35 years, Ramin enjoys the many benefits Portland has to offer; from exploring the city’s diverse cuisine to spending time in the outdoors. As an engaged member of the community, Ramin is on the board of directors of a local non-profit, and has also served as a commission member to the Sherwood Cultural Arts Commission.
Jeff Pisan Bio: Jeff Pisan is a co-owner of Tallus Capital Management with over10 years of experience in the field of financial planning. Jeff joined Tallus Capital Management in 2012 after holding positions previously at Edward Jones and Merrill Lynch/Bank of America. Jeff has extensive experience in personal financial planning including charitable giving, management of assets, creating financial plans prior to as well as in retirement, and insurance. Jeff works closely with CPA’s and attorneys as a valuable team resource in the planning process. Jeff received his Bachelors of Science degree in Managerial Economics from Oregon State University with a minor in Business Administration. Jeff graduated in three years with Magna Cum Laude honors. He completed his Accredited Asset Management Specialist designation through the College for Financial Planning. In addition, he has received his Certified Income Specialist designation. Jeff currently holds his Life, Disability and Variable Annuity license with the State of Oregon.
Jeff believes strongly in taking the time to listen to his clients to truly understand their goals and objectives. This is crucial to providing sound investment advice. He strives to maintain trust and deliver a top notch client service experience. An Oregonian for life, Jeff grew up in Klamath Falls in southern Oregon. He currently spends time in both Bend and Portland. He enjoys sports, staying active in the areas numerous local activities, being involved in the community and spending time with family and friends. He recently married his amazing wife Sara and they are expecting a new addition to the family in March – a daughter named Emma. Jeff’s community involvement consists of volunteering and giving back to local animal organizations.
3:30 pm – 4:30 pm Ethical Responsibility when Working with Seniors
Synopsis: Ethics plays a critical role in business. Ethics touches on everything from marketing to client communication. During this presentation, we will use a number of hypothetical examples to determine best practices in ethical marketing, client communication, and utilizing other professionals to meet the needs of clients
Speaker: Meredith L. Williamson is an attorney with NW Estate Law, LLC. Meredith focuses her law practice in the areas of estate planning, elder law, and succession planning. Meredith earned her bachelor’s degree from the University of Oregon in 1998, and a Doctor of Jurisprudence from the University of San Diego School of Law in 2002. She is licensed in California (inactive) and Oregon. Meredith is the legal editor of the Oregon State Bar’s publication Legal Issues for Older Adults. She has volunteered as a committee member with the Pro Bono Committee of the Oregon State Bar, the Junior League of Portland, and as a Court Appointed Special Advocate. Meredith and her husband live in SW Portland with their two children.
Non Members $60 full day – Includes Lunch
Business Partner Members $30– Includes lunch
Can’t make the full day? $40 half day- Includes Lunch
Make checks out to “OSRAA”
Send payment to:
c/o Jennifer Cook-Buman
P.O. Box 534
West Linn, Oregon 97068
To RSVP: Click Here