KEYNOTE TOPICS INCLUDE
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Getting Your Ducks In A Row
Do you have your ducks in a row? Are your legal papers up to date? Does your family know your wishes? Have you considered what you would do if you could no longer care for yourself? Join the conversation as I walk you through how to handle these plus other vital questions and give you the steps you need to take NOW, so your ducks are in a row.
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What Is Your 2 AM Plan?
Do you live alone, provide care for another, or are you a married couple wondering what will happen in an emergency? Then this presentation is for you! The time to plan is BEFORE the crisis occurs. I will walk you through the step-by-step plan of action you need to ensure your wishes are clearly communicated and upheld during a crisis.
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Understanding Senior Living and How To Pay For It (Independent Living, Assisted Living or Memory Care)
If you are considering moving to a senior living community, do you understand the differences between independent living, assisted living, and memory care? The number one question everyone wants to be answered is how much it will cost. This presentation covers many ways to pay for senior living and explains the differences in the types of senior living communities. Lisa will walk you through the complicated system in a step-by-step process to see where the money can come from and how much you’ll need to make it last. People are amazed at the end of the presentation of all the available ways to pay for senior living that most never realized.
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When Is It Time To Consider Memory Care For Your Loved One
In this presentation, I guide the participants through the emotional process of deciding whether it’s time to move their loved one to memory care. Most of us don’t want to think about this painful decision. Unfortunately, our loved ones often decide for us. We just don’t realize it. I will guide you through all the reasons it might be the best decision to make and what to expect once you decide to move your loved one.
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The Ins and Outs of Long-Term Care
Do you have a long-term care policy but are unsure how to activate it or utilize it to pay for a senior living community? In this presentation, Lisa walks you through the benefits associated with coverage, what can be put towards senior living and the considerations that having a long-term care insurance plan requires, and how you may be able to put your benefits toward a community that fits your vision for retirement.
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Veterans Aid & Attendance
Are you a veteran or surviving spouse of a veteran? Come and hear Lisa speak about this veteran financial benefits program that can be utilized for medical in-home or facility care.
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Should I Stay or Should I Go? Are You Thinking of Moving But Don’t Know Where To Start?
This presentation covers all the bases: legal, real estate, downsizing, and navigating your senior living options. Our panel of experts will walk you through everything you need to think about or do as you decide whether staying home or moving to a senior living community is your future.
- Our legal expert will discuss the legal papers you must have in place before you decide to stay or go.
- Our real estate expert will give you the current pulse on market trends in your community so that when you decide to sell, you know you’re doing so at the right time.
- Our downsizing expert will help you evaluate what you should keep, toss, and sell as you move to a smaller living environment.
- Our senior living expert will explain how an advisor can help you navigate the complex process of finding the right senior living community that meets your specific wants and needs. Then, she’ll describe the options available here in The Villages and surrounding communities.
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Is Your Family Prepared if You Were To Suddenly Die?
If you passed away tomorrow, would your loved ones know what to do? Would they know where to find your financial information, tax records, insurance policies, and investment documents? Could they easily locate your most current will, health care directives, and documented funeral wishes? Would they be able to find important household documents like deeds, car titles, and pension statements?
The list goes on, but the crucial point is that organizing and making this type of important information accessible is something you can do in advance for those you leave behind. It’s a significant task, and it’s not easy—we understand that. However, with a structured approach, you can create a living document that will be invaluable to your loved ones. Join us to learn how to put, keep and update your information. Get access to our comprehensive tool to help you manage it all.
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, knows 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
