Fostering the right solutions & connections
for more than 33 years
for more than 33 years
Jan Brito & Laura Quigley
Capital Senior Solutions
Workbook: CSS DSME_participant_Workbook_template_rev2022.pdf
Chat Transcript
08:33:54 From Margi Helsel-Arnold : Good Morning-Margi Helsel-Arnold Geriatric Care Counseling-www.gercare.com and Hello to Steve!
08:35:05 From Mark Asch : Hello All...I wish you great joy....this is Mark Asch with Right At Home, a licensed homecare agency providing caregivers to assist clients with the non-medical home care at their level of need in Montgomery County, Prince George's County and parts of Baltimore.. mark@rightathomemd.net - 410-292-2405 Direct
08:35:39 From Barbara Hillard : Barbara Hillard
08:35:57 From M. Jane Markley : M. Jane Markley Consulting, making a difference in healthcare through advance care planning. I help people to have the "conversation" and give the "gift"!! Email me at jane@mjmarkley.com and check out my website at www.mjmarkley.com
08:38:23 From Judy Tiger : Judy Tiger, Just That Simple, justthatsimpleinfo@gmail.com, 202-257-1609, home organizing, decluttering, downsizing, house review, move management. How can we bring peace of mind and safety-at-home to you and your clients?
08:38:34 From Barbara Hillard : Barbara Hillard Visiting Angels Business Development Director...Providing the Best Home care in the Washington Md Area 301 355-6578 VisitingAngels.com/Gaithersburg
08:39:04 From Sherry Weinberger to Hosts and panelists : Sherry Bloom Weinberger, facilitating a meet and greet program for senior community in Southern Florida retirement community. Sbweinberger@me.com
08:39:07 From Joe Sperling-Protectionist to Hosts and panelists : Wishing you all a fabulous day! I’m Joe Sperling “Protectionist.”
I’ve been helping folks protect what’s important for over 30 years:
FAMILIES (Is anything really more important?) – Do you have a spouse, children or someone who depends on you financially? Protect them by getting Life Insurance,
INCOMES (the most valuable asset one has) – Is what you do a hobby or do you need the income? Protect it with disability insurance,
Do you have ASSETS (of course you do) savings, retirement plan, home – protect them with Long-Term Care plans,
Want to know your options? I help show you choices.
I make life easier by getting money into the hands of those who need it.
FACT: Bad stuff happens. I help folks plan and prepare, to avoid panic.
Please: PUT PLANS IN PLACE WHILE YOU CAN.
Don’t delay until too late. Life’s too short to wait.
Call me: Joe Sperling 301-980-8869.
joe@joesperlinginsurance.com
I’m not your average Joe!
08:39:08 From LInda Chaletzky to Hosts and panelists : Good morning! Linda Chaletzky, MSW, Realtor with Evers & Co. A Long and Foster Co. - One of the founders of the Geriatric Program at GW Health Care Sciences and award winning Realtor. 301 938-2630. -lindachaletzky.com - lindac@lnf.com
08:40:12 From Steve Gurney - ProAging Community : From LInda Chaletzky to All Panelists 08:39 AM
Good morning! Linda Chaletzky, MSW, Realtor with Evers & Co. A Long and Foster Co. - One of the founders of the Geriatric Program at GW Health Care Sciences and award winning Realtor. 301 938-2630. -lindachaletzky.com - lindac@lnf.com
08:40:25 From r mckeever to Hosts and panelists : I do not see the download
08:40:29 From Steve Gurney - ProAging Community : From Joe Sperling-Protectionist to All Panelists 08:39 AM
Wishing you all a fabulous day! I’m Joe Sperling “Protectionist.”
I’ve been helping folks protect what’s important for over 30 years:
FAMILIES (Is anything really more important?) – Do you have a spouse, children or someone who depends on you financially? Protect them by getting Life Insurance,
INCOMES (the most valuable asset one has) – Is what you do a hobby or do you need the income? Protect it with disability insurance,
Do you have ASSETS (of course you do) savings, retirement plan, home – protect them with Long-Term Care plans,
Want to know your options? I help show you choices.
I make life easier by getting money into the hands of those who need it.
FACT: Bad stuff happens. I help folks plan and prepare, to avoid panic.
Please: PUT PLANS IN PLACE WHILE YOU CAN.
Don’t delay until too late. Life’s too short to wait.
Call me: Joe Sperling 301-980-8869.
joe@joesperlinginsurance.com
I’m not your average Joe!
08:40:36 From Joe Sperling-Protectionist : Wishing you all a fabulous day! I’m Joe Sperling “Protectionist.”
I’ve been helping folks protect what’s important for over 30 years:
FAMILIES (Is anything really more important?) – Do you have a spouse, children or someone who depends on you financially? Protect them by getting Life Insurance,
INCOMES (the most valuable asset one has) – Is what you do a hobby or do you need the income? Protect it with disability insurance,
Do you have ASSETS (of course you do) savings, retirement plan, home – protect them with Long-Term Care plans,
Want to know your options? I help show you choices.
I make life easier by getting money into the hands of those who need it.
FACT: Bad stuff happens. I help folks plan and prepare, to avoid panic.
Please: PUT PLANS IN PLACE WHILE YOU CAN.
Don’t delay until too late. Life’s too short to wait.
Call me: Joe Sperling 301-980-8869.
joe@joesperlinginsurance.com
I’m not your average Joe!
08:41:12 From Steve Gurney - ProAging Community : Here is the download
08:41:32 From Steve Gurney - ProAging Community : From Sherry Weinberger to All Panelists 08:39 AM
Sherry Bloom Weinberger, facilitating a meet and greet program for senior community in Southern Florida retirement community. Sbweinberger@me.com
08:42:10 From Kitchie McBride : Hello everyone!
Kitchie McBride, MHA
Health Insurance Broker/Producer - (Focus - Medicare)
Phone: (929) KIT-CHIE / (929) 548-2443
Cell: 808.392.9062
email: kmhealthinsurance@gmail.com
Website: https://kitchiemcbride.com/
Let's Meet https://calendly.com/kitchiemcbride/letsmeet
Let's Connect
https://www.facebook.com/kitchiemcbridemha
https://www.linkedin.com/in/kitchie-mcbride-mha-81059633/
For questions about health plans, please book an appointment on this link.
https://calendly.com/kitchiemcbride/appointment
08:44:32 From RH Levin : Where is link to workbook in chat please ?
08:45:24 From Jan Brito to Hosts and panelists : steve 0 my slide froze. can you pull up
08:46:25 From RH Levin to Hosts and panelists : Link to workbook in chat please - Don’t see it ?!
08:47:27 From Meryl Schaffer : Meryl Schaffer TLC Daily Money Mentor, LLC I am a QuickBooks Consultant & a Daily Money Manager. My goal is to serve small businesses/anyone who needs help in understanding their day to day finances. 240-338-3332(cell phone) Meryl@TLCDailyMoneyMentor.com https://www.TLCDailyMoneyMentor.com Please feel free to contact me for any questions you may have.
08:48:17 From Kitchie McBride to Hosts and panelists : Hi... I haven't attended for awhile... are we not allowed to save the chat anymore?
08:48:25 From Annette Rion-Masaryk : Good morning I am a senior move manager and a certified Relocation Transition Specialist for 15 years
08:48:28 From Ken Silverstein : Good Morning All--Ken Silverstein, Friends Club, Bethesda. We are a 32 year old nonprofit. We are a social club for men with early to mid stage memory loss (Alzheimer's/dementia). We meet three days per week and do have openings. Contact me to learn more--301-469-0070, ken@friendsclubbethesda.org
08:48:39 From Michael Yublosky - WACI Tips : Welcome everyone! Jan and Laura are great!
WACI Tips - Windows | Android | Computers | Internet - programs and applications
https://sagesofbg.wordpress.com/help-on-the-internet/
Connect with me on LinkedIn
https://www.linkedin.com/in/michaellyublosky/
If you want to be added to the Senior Services Alliance email list -
https://seniorservicesalliance.org
Michael.Yublosky@gmail.com
08:48:46 From RH Levin to Hosts and panelists : Link Didn’t come through - so look forward to receiving it with rec. Thanks !
08:49:39 From Meryl Schaffer to Kitchie McBride and all panelists : Chat is sent to us after session is over. One cannot save it individually.
08:49:55 From Kitchie McBride to Hosts and panelists : thank you
08:50:09 From Steve Gurney - ProAging Community to Jan Brito(Direct Message) : I can pull mine up if needed
09:02:22 From Meryl Schaffer to Patti Ross and all panelists : Hi Patti:):):)
09:03:42 From Rebekah Kleinman : Glad to be part of this webinar. I am Rebekah Kleinman, Senior Real Estate Specialist, Coldwell Banker. 240-994-2166, Rebekah.kleinman@cbmove.com. Great presentation.
09:05:16 From Adele Logan-Galen : Good morning everyone! Adele Logan-Galen, founder of Smooth Move Managers, a Northern-VA, woman owned senior move management company. I offer a free one consultation. Please contact me at adele@smoothmovemanagers.com or 571-230-5702. Hi Steve!
09:07:28 From Adele Logan-Galen : A free one hour consult!
09:08:51 From Dixcy Bosley : Advice from a nurse care manager: Don’t be fooled by granite and drapery in lobby of CCRCs…Ask about nursing staff.. Ratio of caregivers to residents, RN vs LPNs, CNAs, on call MD services and staff retention. Most of my clients need additional private CNA to supplement their care in CCRCs. Another option :….Age in place and share your home and resources with young people seeking affordable housing in the expensive housing market of DC. A win /win . I have seen it happen and when it works, it is a beautiful thing. Intergenerational / house sharing is worth a consideration
09:09:23 From Barbara Hillard to Hosts and panelists : Please if possible can you send me a copy of the recording and the copy the chat to barbarah@vistingangelsmd.com
09:09:47 From Barbara Hillard to Hosts and panelists : Thank you.
09:13:31 From Kiran Shahani to Hosts and panelists : You emntioned in Montgomery County 0 What are ressources in Fairfax County.
09:14:25 From Judy Tiger : napo.net, nasmm,com, alca.com to find helpful resources by zipcode
09:16:16 From Margi Helsel-Arnold : As an Aging LIfe Care Manager we often refer to other resources outside of the local area—concerns about clients who have clinical needs how do you address those for making recommendations?
09:16:22 From Judy Tiger : Orion's Attic, Chris Lancette, for clear-out including selling items as well as hauling. Based in Silver Spring MD but serves the DMV
09:16:48 From Annette Rion-Masaryk : Tranquil Transitions- New Jersey
09:17:12 From Annette Rion-Masaryk : Annette Rion, CRTS, Nasmm
09:17:22 From Judy Tiger : sort & discard - napo.net, nasmm.org
09:17:57 From Steve Gurney - ProAging Community : Our Positive Aging Community Champions are a great place to start for some of the resources discussed https://www.retirementlivingsourcebook.com/champions
09:19:15 From Steve Gurney - ProAging Community : For the legal questions, most of these attorneys will give you some time to discuss your questions https://www.retirementlivingsourcebook.com/resources/elder-law
09:20:37 From Adele Logan-Galen : Don't take the fact that your kids don't want your stuff personally. Most of my clients' children have houses of their own and don't have the space/need for them. Think of grandchildren, neighbors, friends at places of religion, refugee groups. There is always someone out there who needs something.
09:21:33 From Meryl Schaffer : Thank-you Adle:):):)
09:22:09 From Judy Tiger : For families and friends to know, this transition can pack a wollop emotionally. Good to plan some extra attention (calls, visits, etc) for a loved one who moves. This way you can watch out for emotional or mental issues that could arise temporarily or ongoing.
09:23:09 From Meryl Schaffer : Thank-you Judy:):):)
09:24:22 From Jill McCoy : Will people be able to join that event via Zoom?
09:25:23 From JANICE MECKSTROTH : Thanks to everyone for the information sharing!
09:25:33 From Shoaleh alai to Hosts and panelists : Hi everyone- shoaleh here with Sunrise at Fox Hill for any help with downsizing to assisted living please reach out to me. I love to help and be a resource. FoxHill.dos@sunriseseniorliving.com
301-968-1836
Thank you for this great presentation! Great tips.
09:26:03 From Steve Gurney - ProAging Community : From Shoaleh alai to All Panelists 09:25 AM
Hi everyone- shoaleh here with Sunrise at Fox Hill for any help with downsizing to assisted living please reach out to me. I love to help and be a resource. FoxHill.dos@sunriseseniorliving.com
301-968-1836
Thank you for this great presentation! Great tips.
09:26:26 From Meryl Schaffer to Shoaleh alai and all panelists : Hi Shoaleh, nice to see you on this discussion:):):)
09:26:30 From Rebekah Kleinman to Hosts and panelists : What is the website name for the webinars again. Jan broke up when she said the name.
09:26:31 From Jill McCoy : Excellent, Thank you.
09:26:43 From Patti Hanson : can you give the website again
09:27:03 From Steve Gurney - ProAging Community : capitalseniorsolutions.com
09:27:10 From Shoaleh alai to Hosts and panelists : Thanks Steve! For sending to my note to everyone!
09:28:52 From Rachel Cheng : I'm an SRES serving Loudoun, Fairfax, and Prince William Counties.
09:29:03 From Judy Tiger : And Steve can connect folks to service providers in N.Virginia, similar to the Senior Services Alliance.
09:30:20 From Patti Ross : great presentation. thanks!
09:30:20 From Rachel Cheng : Great presentation ~ thank you!
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