Previous Training Programs
With BEC on your team, you will understand the intricacies and complexities of the Disability Benefits System
2012
“An intimate, specialized training for Attorneys, Fiduciaries, Case Managers & Social Workers”
Presented with generous support from the Special Trust Division at Wells Fargo Private Bank
Wells Fargo Private Bank 350 W. Colorado Blvd. Suite 390 Pasadena, CA 91105
January 27, 2012
2011
“An intimate, specialized training for Attorneys, Fiduciaries, Case Managers & Social Workers”
Presented with generous support from the Special Trust Division at Wells Fargo Private Bank
Wells Fargo Private Bank Pasadena, CA 91105
September 16, 2011
“The Nuts & Bolts of Social Security Benefits for the Disabled Community” &
“Who knew there were 5 Types of MediCal”
University of California Riverside Extension
Training Designed for Fiduciaries and those individuals Seeking Fiduciary Certification
UCR Extension Center - June 11, 2011
“The Tenth Annual Circle of Harmony HIV/AIDS Wellness Conference”
Albuquerque Area Indian Health Board
Hard Rock Hotel & Casino, Albuquerque, NM - April 18 – 21, 2011
“It’s Their Life: Supporting Adults with Developmental Disabilities & Autism”
Parents Helping Parents - Sobrato Nonprofit Center
1400 Parkmoor Avenue, San Jose, CA - April 29 & 30, 2011
“Bypassing Roadblocks to Disability Benefits & Health Coverage 2011”
InAlliance – Sacramento Presents
InAlliance - 6950 21st Avenue, Sacramento, CA - March 3 & 4, 2011

2010
“Accessing Private Health Coverage in California”
Breast Cancer Connections Presents
The 7th Annual Breast Cancer Conference
Oracle Conference Center, Redwood Shores, CA -November 6, 2010
“Who Knew There Were 5 Types of Medi-Cal” - Session
(PFAC) Professional Fiduciary Association of California
“Hooked on Education” – Fall Conference 2010
Long Beach, California - November 4 – 5, 2010
“Saving Ryan White Dollars by thoroughly understanding
SSA guidelines in the initial application process” - Workshop
(NMAC) National Minority AIDS Council Presents
The 2010 United States Conference on AIDS
Hilton Orlando – Bonnet Creek, Orlando, Florida - September 13 - 15, 2010
“Caregiving, Care Givers & Cancer Conference”
“Accessing Private Health Coverage in California” - Session
Cancer Prevention Institute of California Presents
Frances C. Arrillaga Alumni Center, Stanford University, Palo Alto, CA - September 11, 2010
“The Nuts & Bolts of Accessing Private Health Coverage”
Professional Fiduciary Association of California (PFAC) Spring Conference Breakout Session
Hilton Resort & Spa, San Diego, CA - May 2010
“Bypassing Roadblocks to Disability Benefits & Health Coverage 2010”
BEC Presents a Two Day Training Intensive
At the Federal Building, San Francisco, CA - July 2010
“The Roadmap to Navigating the Disability Benefits Maze”
A Specialized Public 2 Day Intensive Training for InAlliance
Sacramento, CA – March 2010
“Filing a Successful Social Security Claim”
American Bar Association National Conference on HIV/AIDS Law & Practice
Orlando, FL – February 2010
““The 3 Short Questions & Honestly Long Answers about a Return to Work”
AIDS Assistance Program (AAP) - AAP Clients only training
Sinatra Auditorium, Desert Regional Medical Center, Palm Springs, CA – January & March 2010

2009
“The Roadmap to Navigating the Disability Benefits Maze”
A Specialized Public 2 Day Intensive Training for Attorneys, Fiduciaries, Case Managers and Social Workers - Benefits Education Center
Hosted by The Health Trust, San Jose CA – December 2009
“The 3 Short Questions & Honestly Long Answers about a Return to Work”
AIDS Assistance Program (AAP) - AAP Clients only training
Sinatra Auditorium, Desert Regional Medical Center, Palm Springs, CA – July & October 2009
“Winning an Initial Social Security Claim when HIV is NOT the Primary Disability” -Workshop
USCA – (United States Conference on AIDS) Sponsored by National Minority AIDS Council (NMAC) National Conference, San Francisco, CA – October 2009
“Accessing Private Health Coverage in California”
6th Annual Breast Cancer Conference (BCC) -“Sharing Knowledge – Creating Hope”, sponsored by Breast Cancer Connections at the Garden Court Hotel in Palo Alto, CA – November 2009
“Navigating the Benefits Maze for Individuals with Medical, Mental Health, Visual and Physical Disabilities”
Marin County Public Guardian’s Training, Marin Civic Center, San Rafael, CA – June 2009
“Fundamentals of Social Security and Winning an Initial Claim”
National Academy of Eldercare Attorneys (NAELA) National Conference
Arizona Grand Resort, Phoenix, AZ – May 2009
“Understanding, Creating & Winning an Initial Social Security Claim for Physicians” – 1/2 Day
“The 3 Short Questions & Honestly Long Answers about a Return to Work for Consumers” – 1/2 Day “Navigating “The Disability Benefits Maze for Providers” – Full Day Provider
HRSA Two Day Sponsored Training Intensive Targeting Ryan White Physicians/Consumers/Providers
Hosted by Jefferson County Comprehensive Care Center, Little Rock, Arkansas – May 2009
“Understanding, Creating and Winning an Initial Social Security Claim”
University of California San Francisco (UCSF)
Ada & Joseph Friend Cancer Center, San Francisco, CA – May 2009
“Navigating the Disability Benefits Maze – The Full Day Experience”
One Day Pre-Conference Intensive
Professional Fiduciary Association of California (PFAC) - Southern California Conference
Mission Inn, Riverside, CA – May 2009
“The Three Short Questions and Honestly Long Answers about a Return to Work” &
“The Nuts & Bolts of Accessing Private Health Coverage”
(2 breakout conference sessions)
Professional Fiduciary Association of California (PFAC) - Southern California Conference
Mission Inn, Riverside, CA – May 2009
“The Fundamentals of Social Security & Winning an Initial Claim”
Lawrence Family Jewish Community Center – Mental Health Fair
La Jolla, CA – May 2009
“The Benefits Roadshow” - Final Edition
Funded through the Alliance Healthcare Foundation of San Diego
One Day Provider and Two Half-Day Consumer Trainings
Two locations in San Diego, CA – April/May 2009
“Understanding, Creating & Winning an Initial Social Security Claim”
NAMI – (National Alliance on Mental Illness) – Santa Clara Chapter Meeting
Good Samaritan Hospital, San Jose, CA - April 2009
“Fundamentals of SSI, SSDI, Medicare, Medi-Cal and Private Health Coverage”
Hobee's Restaurant in the Pruneyard, Campbell, CA - February 2009
Professional Fiduciary Association of California (PFAC) – Silicon Valley Chapter

2008
“The Roadmap to Navigating the Benefits Maze”
Benefits Education Center, San Francisco, CA – December 2008
Two Day Training targeting Attorneys, Fiduciaries, Rehab Counselors & Social Workers
“The Roadmap to Navigating the Benefits Maze”
California Elder Law Center (CELC), Long Beach, CA – November 2008
Two Day Intensive Training for Attorney & Fiduciaries
“Understanding Social Security’s SSDI & SSI with Special Emphasis on Arkansas Medicaid”
HRSA Two Day Sponsored Training Intensive
Hosted by Jefferson County Comprehensive Care Center, Little Rock, Arkansas – October 2008
Targeted to Countywide Ryan White Agency Providers
“Navigating the Benefits Maze – SSI, SSDI, Medi-Cal & Medicare – The Full Day Experience”
American Academy of Estate Planning Attorneys, National Conference, San Diego, CA
Full Day Pre-Conference Training – Oct 2008
“The 3 Short Questions & the Honestly Long Answers on Returning to Work”
Supported Life 2008 –“Dignity & Justice for All” - Supported Life Institute
Empowering All People with Developmental Disabilities Sacramento, CA – Oct 2008
One Day Breakout Session for Professionals and Consumers
“Navigating the Benefits Maze – SSI, SSDI, Medi-Cal & Medicare – The Full Day Experience”
Professional Fiduciary Association of California (PFAC) Annual Conference, San Diego, CA
A Full Day Pre-Conference Intensive – September 2008
“What is Social Security & The 5 Ways to Enter the World of Medi-Cal”
National Alliance on Mental Illness Conference (NAMI) – August 2008
San Francisco Airport Marriott
Breakout Session for Mental Health Providers
“The Roadmap to Navigating the Benefits Maze”
Benefits Education Center, San Francisco, CA – July 2008
Two Day Training targeting Attorneys, Fiduciaries, Rehab Counselors & Social Workers
“The Three Short Questions and Honestly Long Answers about a Return to Work”
AIDS Assistance Program, Palm Springs, CA – June 2008
Two Day Consumer Training on Return to Work Programs
“Fundamentals of Public Benefits”
Professional Fiduciary Association of California (PFAC) – Northern California Conference
San Francisco Airport Marriott – May 2008
Breakout Session Speaker
“Fundamentals of Public Benefits”
North Bay Housing Coalition, Santa Rosa, CA – April 2008
Afternoon presentation and Q&A
“Putting the Pieces Together”
Desert AIDS Project, Palm Springs, CA – March 2008
Three Day in House Provider Training
“The Benefits Roadshow”
Four Day San Diego Provider Training – March 2008
Funded by the Alliance Healthcare Foundation
Benefits Education Center
1031 Franklin Street, Suite 1106 · San Francisco, CA 94109
Phone 415-345-1725 · Fax 415-962-0417
email: info@benefitsec.com
Copyright © Benefits Education Center 2007