Buckelew Programs - Speaker Series Questionnaire

Buckelew Programs is creating a Speaker Series to provide information, expertise and positive strategies to families of individuals who are living – and aging - with mental illness, as well as other mental health and substance abuse issues. The goal is to create a safe place to explore topics related to managing health and wellness, long term care and housing,  financial and estate planning,  understanding Social Security benefits, and more.  It is our hope that information provided at these talks will help you plan for the future, avoid costly and irreversible mistakes, while allowing you and your family to minimize worry and  live healthy and productive lives for as long as possible.

To ensure we are bringing you the most relevant speakers and topics, we have created the following questionnaire. Please take a moment to complete the four questions to give us your feedback as to programs you would be like us to consider.

Thank you, Buckelew Programs

Question Title

* 1. How interested are you in attending one of the presentations listed below?

  Interested Not Interested
Estate Planning For Families of Individuals with Mental Illness: including special needs trusts, wills, living trusts, advance healthcare directives, and durable powers of attorney for financial matters
Social Security Disability Benefits: Understanding SSDI & Medicare, SSI & Medi-Cal, including how these public benefits are affected when a recipient begins, returns or attempts to return to work
Drug and Alcohol Abuse: Walking the road of recovery with your loved one
Nutrition and Mental Health
Buckelew Programs’ Legacy Society: Planned giving as part of your estate plan, including naming Buckelew as a beneficiary (full or partial) in your will, trust, retirement account, or life insurance policy
Endings Matter: A Discussion On End of Life and Palliative Care Choices
Section 8 Housing Issues
Maximizing Charitable Donations: Simple Tax Efficient Ways to Make Lifetime Gifts including making charitable contributions directly from IRA accounts (“QCDs”) gifts of appreciated or depreciated stock, etc.
Taking Care of Yourself, While Taking Care of Your Loved One
Mental Illness and Aging
Suicide Prevention and Stress Reduction for Teens
Planned Giving: Overview of the characteristics and benefits of various planned charitable giving vehicles, including donor advised funds, private foundations and charitable remainder trusts

Question Title

* 2. How likely are you to attend a meeting held on one of the following times?

  Likely Unlikely
Weekday Morning 8:30 -10:00AM
Weekday Morning 10:00-11:30AM
Weekday Afternoon 2:00 - 3:30PM
Weekday Evening  5:00- 6:30PM
Saturday Morning 10:00 -11:30AM

Question Title

* 3. Please check any location where you would consider attending an event. 

  Yes No
Marin County
Sonoma County
Napa County
On-Line Webinar

Question Title

* 4. If the topic is appropriate and the talk is open to attend with your family and/or a friend, how likely is it that you and your family would attend a presentation together, or that you  would invite a friend to join you?

Question Title

* 5. Interested in providing feedback, input or speaking with a Buckelew representative?  
If so, please provide your contact info below: