A three part seminar: Tuesdays, February 22, March 1 and March 8
Time: 1 – 2:30 p.m.
Location: Harris Room, Center on the Hill … the place for active adults, 8855 Germantown Ave., Philadelphia, PA 19118
Find out what's happening in Chestnut Hill-Mt. Airyfor free with the latest updates from Patch.
Register: Call 215-247-8855 Ext. 23 or jyorko@chestnuthillpres.org
Changes in life are inevitable but they don’t have to be stressful. As the population of America ages, transitioning to a retirement lifestyle offers new challenges. Many people find themselves needing special services they had never before considered. This series of three FREE seminars offers a chance to understand options and services that are available to all of you who are in transition.
Find out what's happening in Chestnut Hill-Mt. Airyfor free with the latest updates from Patch.
Specifically addressed in this seminar are the questions that may have been stopping you from moving, such as: Should I stay in my home or should I move? How do I prepare financially? What do I have to do to get my house ready to sell? What legal documents do I need to prepare? What do I do with all my “stuff”? How do I get help?
Feb 22 - Part One: Moving Your Mind: should I stay or should I go?
Emilia Xavier, Resources for Older Adult Living
• Discusses the emotional and logical thought-process that go into making the big decision to stay in your home or move to a senior community
• Discusses the types of Senior Communities and things to consider when looking at the different types
Denise Valerio, Valerio Associates Geriatric Consulting, LLC
• Discusses staying in your own home, services provided by a geriatric care manager, and resources for assistance in staying in your own home
March 1 - Part Two: Basic Estate and Financial Planning for Transition to Retirement
Makenzie Frankel, Entrust Financial Inc.
• You have saved and squirreled away retirement investments, now it’s time to start spending your savings on retirement living. How do I approach this and make a good plan?
Megan McCrea, Law Offices of Ross and McCrea
• With transitions in life comes preparation for the change. What legal papers should I be getting together as I transition to retirement living?
March 8 - Part three: Time to Move and Travel Light
Merrie Clancy and Barbara Louridas, Long and Foster Real Estate Agents specializing in seniors selling their homes
• Selling a home can be a major hurdle to overcome in transitioning to a senior community. What should I consider when preparing my home for sale?
Jennie Zehmer, Here to Home, Inc. Owner and Senior Move Manager
• You’ve lived in your home for years and years and having decided to move, what do you do with all your stuff? Jennie looks at the emotional and logistical ins and outs of downsizing and moving.
COFFEE AND DESSERT WILL BE SERVED
