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KEYNOTE TOPICS INCLUDE

🦆GETTING YOUR DUCKS IN A ROW:  PLANNING BEFORE THE CRISIS 

Life can change in an instant. The best time to plan for the “what ifs” is before they happen — not in the middle of a crisis. In this empowering session, we’ll walk you through the essential conversations and documents every individual and family should have in place. From updating your legal and healthcare directives to outlining long-term care preferences and emergency steps, you’ll leave with clarity, confidence, and a practical roadmap to protect your future. Whether you live alone, care for someone else, or are planning with a spouse or partner, this presentation will give you the tools to prepare with peace of mind and compassion.

💰 UNDERSTANDING SENIOR LIVING AND HOW TO PAY FOR IT

(Independent Living, Assisted Living, and Memory Care)

If you’re exploring senior living options, it’s essential to understand the differences between independent living, assisted living, and memory care — and just as important, how to plan for the costs.

In this informative and eye-opening presentation, you’ll learn how each level of care works, what services are typically included, and the many ways families can pay for senior living — including some options most people don’t even know exist. Lisa will guide you through a step-by-step process to help you estimate what you’ll need and where the money can come from, so you can make confident, informed decisions for yourself or a loved one.

🧠WHEN IS IT TIME TO CONSIDER MEMORY CARE FOR YOUR LOVED ONE

Deciding to move a loved one to memory care is never easy — emotionally, logistically, or even mentally. It’s one of the most challenging choices families face, and yet, it’s often one we delay until the signs are impossible to ignore.

In this heartfelt and informative presentation, Senior Living Advisor Josephine Cirrinone will gently walk participants through the emotional journey of recognizing when it may be time for memory care. She’ll address the common fears, guilt, and uncertainty that often come with this decision — and offer thoughtful guidance to help you navigate it with clarity and compassion.

You’ll gain insight into the subtle signs that indicate your loved one may need more specialized care, what that transition can look like, and what to expect along the way. Most importantly, you’ll leave with a greater sense of peace and empowerment, knowing that the goal is not just care, but dignity, safety, and quality of life for someone you love.

Whether you’re just starting to ask questions or you’re actively weighing your options, this session will provide the knowledge and emotional support you need to take the next step with confidence.

👵UNDERSTANDING YOUR LONG-TERM CARE POLICY

Do you have a long-term care insurance policy but aren’t quite sure how to use it — or if it’s even working in your favor? You’re not alone.

In this empowering and informative presentation, Senior Living Advisor Lisa Honka will guide you through everything you need to know about making the most of your coverage. From understanding exactly what your policy includes to identifying how your benefits can be applied toward your personal health needs, home care, or senior living expenses, you’ll walk away with clarity and confidence.

Lisa will also break down common misconceptions, explain what documentation you may need, and highlight important considerations to keep in mind when navigating a long-term care insurance plan. Whether you’re planning ahead or facing an immediate need, this event will help you better understand your options and how to utilize your benefits effectively.

Join us and gain the insight you need to take full advantage of the policy you’ve invested in — so you can plan smarter and live with peace of mind.

🎖️UNDERSTANDING VETERANS’ AID AND ATTENDANCE BENEFITS

Are you a veteran or the surviving spouse of a veteran? Navigating the complexities of VA benefits can be challenging, especially when it comes to understanding how to finance senior care. Our comprehensive presentation on the Aid and Attendance Pension Benefit is designed to demystify this valuable program and provide you with the knowledge you need to access the support you’ve earned.​

What You’ll Learn:

• • Understanding Aid and Attendance: Gain a clear overview of the Aid and Attendance benefit, a tax-free monetary assistance provided to eligible veterans and their surviving spouses who require help with daily activities or are housebound. ​

  • Eligibility Criteria: Learn about the military service requirements, including active duty specifications and wartime service periods, as well as the medical and financial qualifications necessary to apply. ​

  • Application Process: Receive step-by-step guidance on how to apply for the Aid and Attendance benefit, including the necessary documentation and potential challenges to anticipate during the application process. ​

  • Maximizing Your Benefits: Discover how Aid and Attendance can be combined with other resources to cover costs associated with assisted living, home care, or other long-term care services. ​

This presentation is tailored to provide veterans and their families with actionable insights and practical advice, ensuring you’re well-equipped to make informed decisions about your future care needs. Join us to empower yourself with the knowledge to access the benefits you’ve rightfully earned.

🏡SHOULD I STAY OR SHOULD I GO?

Thinking of Moving, But Don’t Know Where to Start?

If you’re unsure whether to stay in your home or make a move to senior living, you’re not alone, and this presentation was created with you in mind.

Together, we’ll walk you through the key areas to consider when making this critical decision. From legal documents to real estate trends, downsizing tips to senior living options, you’ll gain a clearer understanding of the steps to take before making a move and what to expect if you decide to stay.

You’ll also learn what legal protections should be in place now, how to evaluate your home’s market potential, and what kinds of living options are available right here in The Villages and surrounding communities.

This is your opportunity to get trusted, practical guidance from professionals who know the local landscape — and who are here to help you plan with clarity and confidence.

🎯PLANNING WITH A PURPOSE

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TESTIMONIALS

Thank you for a wonderful talk at our Tri UU forum yesterday. Your wealth of information was of great assistance to our members.  We could have gone on far longer if it were not for time limits. Your generous gift of goodie bags hit the spot and was appreciated. I will get back to you after the holidays for lunch and a further conversation.  We wish you and your company great success in the future.

~ MaryEtta Fisher, Tri-County Unitarian Universalists, Program Council, Lifelong Learning 

“…Lisa and her team know the area, know the services…”

Your Key to Senior Living Options is a great resource for seniors and their families. Navigating through all the choices that need to be made and knowing the right questions to ask at a time when making such a life change can be difficult and confusing. Lisa and her staff are extremely knowledgeable and well-versed and can provide much-needed information to families while choosing where they will live. Lisa knows the area, knows the services, and is well-known in the community and supports that community in every way that she can!

~Kathleen Winters ~ President, Alzheimer’s Family Organization

Lisa’s presentations are clear, concise, and so useful.  She is thorough and provides the participants with amazing information.  Don’t miss one of her presentations.  You won’t be sorry you took the time to attend.

~Mary B ~ Attendee

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