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April 10 2026 Chapter Meeting

Join us for our April meeting featuring speakers Rebecca Paul and Andrea Korsunsky from Jewish Family & Children’s Services (JFCS). Our speakers will discuss the distinct ways fiduciaries can support vulnerable individuals, how fiduciary involvement can shape long-term outcomes, and the complexities that arise when navigating client needs across different phases of life. This Lunch & Learn will equip planners with knowledge they can immediately apply in their practice.

Maggiano's Little Italy (Santana Row)
3055 Olin Ave, Suite 1000, San Jose, CA 95128
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Apr 10, 2026 11:30am PT - Apr 10, 2026 01:30pm PT

$0.00 - $60.00

APPROVED 1.0 CFP CEU!

Andrea Korsunsky, BSW

Director, Center for Dementia Care and Care Management, Seniors At Home

Rebecca Paul, Esq.

Director, Fiduciary Services, Jewish Family and Children’s Services


PRESENTERS' BIOGRAPHIES


Rebecca Paul, Esq.

Director, Fiduciary Services, Jewish Family and Children’s Services

Rebecca Paul, Esq., is the Director of Fiduciary Services at Jewish Family and Children’s Services. She has served in her role for over 14 years, working with the dedicated Fiduciary Department team of licensed Fiduciaries and others with backgrounds in business, tax, and banking, to act on behalf of JFCS when it is named as the legal representative in a Trust, Estate, Power of Attorney and when appointed as Conservator. Rebecca Paul is a licensed attorney with more than 38 years of experience. Prior to working at JFCS, she practiced in the San Francisco Bay Area advocating on behalf of seniors and their families in Elder Law matters and Physical and Financial Elder Abuse cases as well as individuals injured or harmed in personal injury, medical malpractice, employment, and other cases.

 

Andrea Korsunsky, BSW

Director, Center for Dementia Care and Care Management, Seniors At Home

Andrea Korsunsky, BSW, is the Director of the Center for Dementia Care at Seniors At Home, a program that provides direct psychosocial intervention to those diagnosed with Dementia and their family care partners. She has over 20 years’ experience in her field, including directly supporting people with dementia in her role as a social worker, and providing training for other professionals on best practices. She believes in care plans that are rooted in meaningful connection and autonomy for the individual, and she focuses on quality of life.