Downsizing Made Easy - Senior Service Alliance ProAging Discussion - Senior Living Video By Positive Aging SourceBook

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for more than 32 years

Posted by Positive Aging SourceBook on 08/10/2022

Downsizing Made Easy - Senior Service Alliance + ProAging Discussion


  • Learn about downsizing you, your clients, or a loved ones home and why it’s important.
  • Discover how to find a downsizing process that works.
  • Explore beneficial resources for navigating the buying, selling, and moving experience.
  • Have your questions answered by Certified Senior Downsizing Coaches who specialize in assisting senior homeowners. 

Jan Brito & Laura Quigley 

Capital Senior Solutions

WorkbookCSS 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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