Joint Meeting with the BCEPC - Planning for Aging: Protecting Client Intent Through Integrated Housing, Care, Funding, and Oversight
Traditional estate plans are designed to establish authority, intent, and legal protections. However, many well-constructed plans fail during periods of declining health—before formal incapacity—when clients and families face fragmented care systems, housing decisions, administrative complexity, and rising costs. This educational session examines the “planning gap” that exists between legal documentation and real-world execution during aging and health transitions.
Participants will explore the core components of an effective aging plan, including housing strategy, care coordination, funding approaches, and administrative oversight. Using demographic trends, practical frameworks, and real-world examples, the program highlights how inadequate coordination during the so-called “gray zone” (when clients remain legally competent but increasingly vulnerable) can lead to financial leakage, avoidable mistakes, and outcomes that undermine client intent.
The session also introduces Continuing Care at Home (CCaH) as one model for mitigating late-life financial and operational risk by integrating predictable funding with professional care coordination and oversight. Emphasis is placed on how aging planning and care management models can complement—not replace—estate planning, elder law, and financial advisory roles, helping professionals reduce crisis-driven interventions while better protecting clients, families, and fiduciaries.
This program is designed for estate planners, elder law attorneys, financial advisors, trust officers, and allied professionals seeking practical, interdisciplinary strategies to strengthen plan durability and client outcomes.
Speaker Bios
Joe Conner:
Joe Conner, a Certified Public Accountant (CPA) and MBA, is an accomplished executive with over 30 years of experience in financial and general business management. He currently serves as the President and CEO of Friends Life Care Partners (FLCP), the largest Continuing Care at Home (CCAH) organization in the United States. At FLCP, he leads the company's strategic direction and operations, managing an enterprise with over 30 employees and a budget of more than $12 million. He has a proven track record of success, having expanded the membership base by 10% and maintained a 95%+ member satisfaction rate during his tenure.
Before his current role, Joe held key leadership positions at several organizations. From 2012 to 2019, he was the Vice President of Administration and Chief Financial Officer at the National Disease Research Interchange (NDRI). While there, he spearheaded a major reorganization of the company's operations and administrative functions. He also implemented a five-year forecast and strategic plan, moving the organization away from a one-year budget cycle. Earlier in his career, he served as the Chief Financial Officer at the North American Electric Reliability Corporation (NERC), where he managed a significant budget increase from less than $9 million to over $60 million. He led the conversion of NERC's organizational structure and implemented new accounting and planning systems.
Joe’s expertise includes a wide range of areas such as business forecasting, mergers & acquisitions, risk management, and restructuring. He holds an MBA in International Finance from Jefferson University and a BA in Accounting from DeSales University. He is also affiliated with professional organizations like the Pennsylvania Institute of Certified Public Accountants (PICPA) and the American Institute of Certified Public Accountants (AICPA).
Bode Hennegan:
Bode Hennegan is the Founder and President of Life Managers & Associates, a Delaware Valley based firm dedicated to helping older adults live independently. Through hands-on administrative support, bill management, advocacy, and coordination, Bode and her team serve as a trusted partner to families navigating the complexities of aging.
A passionate advocate for independent aging, Bode brings both business expertise and compassion to her work. She holds an MBA from Saint Joseph’s University and a BS in Management from Thomas Jefferson University. She is a Certified Aging in Place Specialist.
Bode has a longstanding commitment to professional leadership and collaboration. She previously served on the board of the Philadelphia chapter of the Financial Planning Association and the Montgomery County Estate Planning Council. She is an active member of the Philadelphia Estate Planning Council and the American Association of Daily Money Managers.
An avid runner who competes in multiple triathlons each season, Bode lives in Wyndmoor, Pennsylvania, with her husband. Together, they are the proud parents of four adult children.
