Guardian Only Meetings, Lee County

Conducting the Initial Guardianship Assessment

Come hear Chris Austin, President of Florida Financial Agent, LLC discuss the
statute 744 requirements for your initial assessment of your ward and the execution of your plan of care. Learn the details that you need and best practices to go about retrieving those details. C.E.’s approved.

• Identify necessary items for the Initial Report, Annual Plan and routine visits.
• Identify ways in which assessment information translates to meeting 744
  requirements and the Ward’s needs.
• Learn how to create a comprehensive plan of care.
• Discuss ways in which to navigate heath care systems and common issues that Wards face.

This informal gathering of Guardians provides a private environment to ask questions, learn from others, and develop relationships. Attend in person or by zoom. Please join us in person or online: RSVP  to Ginny Yates if you can attend.