An interactive and live discussion with the leaders in moving, downsizing and organizing. Each discussion is anchored by a member of the National Association of Senior & Specialty Move Managers NASMM and include panelists from other moving and downsizing solutions. Moderated by JK Moving Services and Positive Aging Sourcebook.
This session features:
Chat Transcript
12:05:54 From John McCarty to All panelists : John McCarty, Cardinal Transition Services, Elkhart, Indiana. New startup coming April. 574-551-8607
12:06:33 From Suzanne Roos : Happy Friday everyone!
12:06:33 From Tiffany Richards to All panelists : Tiffany Richards, Realtor with Samson Properties. 240-630-1735. tiffanyrmyrealtor@gmail.com.
12:06:37 From Suzanne Ellerbrock to All panelists : Suzanne Ellerbrock, Golden Bridges, Inc. 888-922-6368 ext. 5 - goldenbridges4you.com a senior move manager located in Quincy, IL
12:06:41 From Darren Early : Hello. Darren Early here from Assisted Living Locators Randallstown. We provide senior living placement in Carroll Co., northwest Baltimore Co., and portions of Howard and Frederick Counties in Maryland. 443-244-4225; darrene@assistedlivinglocators.com
12:06:48 From Mary Darne : Hi Mary Darne, Realtor, Keller Williams United in Falls Church, Specializing in downsizing in Northern Virginia: 703-587-3347 Looking forward to helping you clear out that attic and find the retirement home of your dreams!
12:07:17 From Isabelle Melese-d'Hospital to All panelists : Weird noise in background…yard work? Snow blower?
12:07:23 From Cora Plass to All panelists : Hello Everyone, I'm Cora Plass, MSW, care manager, with LionHeart Eldercare & Consulting. Looking forward to our topic today!
12:07:38 From Suzanne Roos : Suzanne Roos, sales director at The Village at Augsburg. We are open for move-ins at all levels, COVID free and vaccinated! 443-471-0513 sroos@thevillageataugsburg.org
12:07:55 From Linda Meluski to All panelists : Hi Everyone; Linda Meluski from Designs For You and Moving with Designs For You 757-550-3899. I am a Designing Downsizer located in Chesapeake.
12:08:15 From Pamela Silberman-Mills : Happy snowy day!
Pamela Mills
Dementia Care Specialist
Enriching Connections
Daily Enrichment – Care Organization – Consultation – Training – Solutions
www.enrichingconnections.org
enrichingconnections1@gmail.com
443-616-7300
12:08:32 From Jessica Williams : Hi everyone. I’m Jessica Williams (Clutter Doctor). I’ve been providing organizing and downsizing services for 20 years. I especially love working with seniors and partnering with realtors, attorneys and more! Jessica@clutterdr.com 757-999-2664 www.clutterdr.com
12:08:34 From Sabrina Rosenberg-David : Mike's Locksmith and Security. Keeping Seniors safer in their homes, helping Senior facilities with physical awareness, access control, and security. Top-rated, award-winning, expert locksmith and security services. MD, DC, VA 240-506-7500 Mike@mike-locksmith.com (This is Sabrina) Looking forward to connecting with all of you!
12:08:49 From Jessica Williams : My clients have been very happy working with JK Moving.
12:08:57 From Jean-Marie Minton : Hi, Jean-Marie Minton, SRES with Keller Williams Realty, licensed in IL and soon MA. 312-623-1595. jmminton@kw.com
12:09:04 From Silvia Balderas : Good afternoon! Silvia Balderas, Professional Organizer, Your Life Simplified, LLC, (301) 442-5543, www.ylsimplified.com , TellMeMore@ylsimplified.com
12:09:34 From Annabel Baer to All panelists : ...Call2Sisters.com, 571-969-0516
12:10:50 From sue puleo to All panelists : JK has done several moves for me. They are the best and Chuck Kuhn is a local hero buying and conserving ladn. Most recently Whites Ferry
12:12:09 From Deborah Sokobin : Hi there, I am Debbie Sokobin, Founder, Next Chapter Concierge, LLC. debsokobin@nrextchapterconcierge.com; www.nextchapterconcierge.com
12:13:36 From Steve Gurney - ProAging Sourcebook : From sue puleo to All Panelists: 12:10 PM
JK has done several moves for me. They are the best and Chuck Kuhn is a local hero buying and conserving ladn. Most recently Whites Ferry
12:13:40 From Joe Pence to All panelists : Hello everyone- I am the area rep from JK Moving for HOCO, Carroll Co, Balt. co and city etc. I help seniors and downsizers move into area retirement communities. I recognize Susan Roos name , and some others in my 25 years at JK Moving. Welcome all and hello Charna and Victoria. My contact is cell 703-926-5804, email Joseph.Pence@JKmoving.com, and web page
12:13:47 From Steve Gurney - ProAging Sourcebook : From Annabel Baer to All Panelists: 12:09 PM
...Call2Sisters.com, 571-969-0516
12:14:03 From Joe Pence to All panelists : web page is www.JKmoving.com/pence
12:14:08 From John McCarty to All panelists : As a new company owner, with a background in the restaurant industry, what advice would you give me help me find my niche? Not only for my market and the needs of it, but also developing what I
12:14:10 From Pamela Silberman-Mills : Become credentialed as a Certified Dementia Practitioner!
Learn the best practices in dementia care!
February 21st AND 28th 1pm to 8pm
https://www.eventbrite.com/e/139012783979
12:14:15 From Steve Gurney - ProAging Sourcebook : From Linda Meluski to All Panelists: 12:07 PM
Hi Everyone; Linda Meluski from Designs For You and Moving with Designs For You 757-550-3899. I am a Designing Downsizer located in Chesapeake.
12:14:29 From John McCarty to All panelists : I’m best at and fulfilling my passion while making money.
12:14:41 From Steve Gurney - ProAging Sourcebook : From Cora Plass to All Panelists: 12:07 PM
Hello Everyone, I'm Cora Plass, MSW, care manager, with LionHeart Eldercare & Consulting. Looking forward to our topic today!
12:15:08 From Steve Gurney - ProAging Sourcebook : From Cora Plass to All Panelists: 12:07 PM
Hello Everyone, I'm Cora Plass, MSW, care manager, with LionHeart Eldercare & Consulting. Looking forward to our topic today!
12:15:25 From Kim Spear to All panelists : Kim Spear and The Spear Realty Group of Keller Williams Loudoun- Serving the Dulles Reagan Airports Corridor and assisting Senior clients and their families for all the seasons of their lives. Senior Real Estate Specialist. www.thespearrealtygroup.com. We enjoy having created a full service community for our Senior Clients like those at JK Movers, our organizing vendors, haulers and household good resellers, home care providers and residential facilities so that our clients have access to those whom we know and trust to serve them. Thank you for facilitating this forum.
12:15:27 From Isabelle Melese-d'Hospital to All panelists : Steve, you’re sending out the chat afterwards? I love having everyone’s info...
12:16:16 From Kitty Janney : Hi - Kitty Janney with Watermark's The Landing Alexandria opening early 2022. Independent, Assisted Living and Memory Care near Potomac Yard. kjanney@watermarkcommunities.com 703-981-7883
12:16:36 From Sulena Long to All panelists : Hello Everyone! I am Sulena Long of SO UNIQUE Concierge LLC. We provide Aging-in-Place design consultation, declutter/organizing and errand services for seniors and their families in the DMV area. Serving our fantastic senior clients and their families UNIQUELY is the ❤️ of our business. 443-877-1493 text/call info@souconcierge.com www.souconcierge.com
12:16:39 From Steve Gurney - ProAging Sourcebook : we will be sending out the chat transcript, recording and podcast to everyone oafter the event!
12:16:42 From tara barnes to All panelists : Good Afternoon
12:16:54 From Steve Gurney - ProAging Sourcebook : From David MacMahan to All Panelists: 11:53 AM
Yesterday FairSplit put up Royalty Free illustrations, images, memes and will be adding to it for anyone to use. https://www.fairsplit.com/royalty-free-art/
12:17:02 From Susan Tullington : thanks Steve
12:17:05 From Steve Gurney - ProAging Sourcebook : From Antonio Fabrizi to All Panelists: 12:01 PM
Welcome everyone, looking forward to the discussion. (Antonio w/ JK Moving).
12:17:09 From Joe Pence to All panelists : hello Kitty....I know you from your time at Brightview communities. Thing 1 or Thing 2-- that I don't recall? LOL
12:17:16 From Robyn Lighthammer : Good Afternoon-Robyn Lighthammer with “Just Like A Daughter” Senior Support with Everyday Living”. Enrichment, Activities & Companion visits, Driving to appointments, Grocery shopping, Decluttering / Downsizing, Dementia care specialist and more!
Serving Northern VA, DC and MD
703-992-5432. Robyn@JustLikeADaughter.com
12:17:25 From Steve Gurney - ProAging Sourcebook : From Heather Murphy to All Panelists: 12:03 PM
Heather Murphy, Certified Senior Move Manager with Abilities Network - here to support my fellow SMM friend! 410-828-7700, ext. 1271 hmurphy@abilitiesnetwork.org
12:17:26 From tara barnes to All panelists : Tara Barnes- Admissions Director with Powhatan Nursing Home in Falls Church, VA admissions@vierrafallschurch.com 703-538-2400
12:17:47 From Steve Gurney - ProAging Sourcebook : From Cele Garrett to All Panelists: 12:03 PM
Hi--Cele from At Home in Alexandria (AHA), a nonprofit village serving seniors in the City of Alexandria.
12:18:16 From Steve Gurney - ProAging Sourcebook : From Suzanne Roos to All Panelists: 12:03 PM
Hi Charna and Vic! It's Suzanne Roos at The Village at Augsburg. Excited to see you both today!
12:18:47 From Steve Gurney - ProAging Sourcebook : From John McCarty to All Panelists: 12:05 PM
John McCarty, Cardinal Transition Services, Elkhart, Indiana. New startup coming April. 574-551-8607
12:19:15 From Steve Gurney - ProAging Sourcebook : From Adele Logan-Galen to All Panelists: 12:03 PM
Hi! My name is Adele Logan-Galen and I am founder of Smooth Move Managers, a senior move management company. www.smoothmovemanagers.com. If you know someone who needs compassionate decluttering, please feel free to call me at 571-230-5702. Stay safe!
12:19:38 From Jenn Gruber to All panelists : Hello! Jenn Gruber, Family Relationship, Transition & Life Coach, specializing in supporting clients whose aging parents' needs are changing
12:19:39 From David Engel : Hello! David Engel, SRES licensed REALTOR in DC, MD and VA. david@davidengelrealty.com 240-620-4783
12:20:06 From Steve Gurney - ProAging Sourcebook : From Joe Pence to All Panelists: 12:13 PM
Hello everyone- I am the area rep from JK Moving for HOCO, Carroll Co, Balt. co and city etc. I help seniors and downsizers move into area retirement communities. I recognize Susan Roos name , and some others in my 25 years at JK Moving. Welcome all and hello Charna and Victoria. My contact is cell 703-926-5804, email Joseph.Pence@JKmoving.com, and web page
12:20:18 From Karen Brown to All panelists : Does Vic Hathaway has a website and/or brochure which includes the various resources?
12:20:20 From Anna Novak to All panelists : Welcome John!
12:20:23 From Steve Gurney - ProAging Sourcebook : Robyn Lighthammer 12:16 PM
Good Afternoon-Robyn Lighthammer with “Just Like A Daughter” Senior Support with Everyday Living”. Enrichment, Activities & Companion visits, Driving to appointments, Grocery shopping, Decluttering / Downsizing, Dementia care specialist and more!
Serving Northern VA, DC and MD
703-992-5432. Robyn@JustLikeADaughter.com
12:20:29 From Christine Dolan to All panelists : Christine Dolan, MBA, C. Dolan & Associates,Financial Organizer/Daily Money Manager. christine@cdolanfinancial.com, cdolanfinancial.com, 703-868-8664
12:20:35 From Laura Quigley to All panelists : Laura Quigley with Compass, agree with Vic the CRHP is an amazing program goes into such depth in how to work with the senior market
12:20:48 From Rose Seaman to All panelists : Hello all, Hi Charna!
12:21:24 From Charna Kinneberg to All panelists : Hi Rose! Nice to see you
12:21:40 From Steve Gurney - ProAging Sourcebook : From Laura Quigley to All Panelists: 12:20 PM
Laura Quigley with Compass, agree with Vic the CRHP is an amazing program goes into such depth in how to work with the senior market
12:21:43 From Rose Seaman to All panelists : Rose Seaman, Director of Membership and Community Engagement-Keswick Community for Life
12:21:50 From Steve Gurney - ProAging Sourcebook : From Christine Dolan to All Panelists: 12:20 PM
Christine Dolan, MBA, C. Dolan & Associates,Financial Organizer/Daily Money Manager. christine@cdolanfinancial.com, cdolanfinancial.com, 703-868-8664
12:21:58 From Steve Gurney - ProAging Sourcebook : From Rose Seaman to All Panelists: 12:21 PM
Rose Seaman, Director of Membership and Community Engagement-Keswick Community for Life
12:22:12 From Steve Gurney - ProAging Sourcebook : From Christine Dolan to All Panelists: 12:20 PM
Christine Dolan, MBA, C. Dolan & Associates,Financial Organizer/Daily Money Manager. christine@cdolanfinancial.com, cdolanfinancial.com, 703-868-8664
12:24:12 From Anna Novak to All panelists : Other specialty moves include households going through divorce.
12:26:40 From Anna Novak : Hi! It’s Anna Novak Senior Move Concierge Services www.simplydownsized.com I use FairSplit with my Downsizing Clients to keep track of what’s going where.
12:27:28 From Jan Kahl to All panelists : Jan Kahl; SRES with Keller Williams Realty; licensed in Virginia, with referral partners nationwide to serve my clients. 703-473-2273; jan.kahl12@gmail.com
12:28:00 From Kim Spear : What a wonderful tool- Fairsplit
12:28:41 From Steve Gurney - ProAging Sourcebook : From Jan Kahl to All Panelists: 12:27 PM
Jan Kahl; SRES with Keller Williams Realty; licensed in Virginia, with referral partners nationwide to serve my clients. 703-473-2273; jan.kahl12@gmail.com
12:28:54 From David MacMahan to All panelists : Thank you Kim
12:29:26 From Steve Gurney - ProAging Sourcebook : From Anna Novak to All Panelists: 12:24 PM
Other specialty moves include households going through divorce.
12:29:56 From David MacMahan to All panelists : Hi Anna, yes. We have had two judges order couples to use FairSplit to divide the stuff.
12:29:58 From Steve Gurney - ProAging Sourcebook : From Laura Quigley to All Panelists: 12:20 PM
Laura Quigley with Compass, agree with Vic the CRHP is an amazing program goes into such depth in how to work with the senior market
12:29:59 From Meryl Schaffer : Meryl Schaffer TLC Daily Money Mentor, LLC (301) 260-7428 (Land line) Meryl@TLCDailyMoneyMentor.com www.TLCDailyMoneyMentor.com
12:30:50 From Ellen Pincus : I’d like to connect with Cora Plass. can I please get your contact information. this is Ellen Pincus with Cavalier Home Health
12:31:24 From Sulena Long : Hello Everyone! I am Sulena Long of SO UNIQUE Concierge LLC. We provide Aging-in-Place design consultation, declutter/organizing and errand services for seniors and their families in the DMV area. Serving our fantastic senior clients and their families UNIQUELY is the ❤️ of our business. 443-877-1493 text/call info@souconcierge.com www.souconcierge.com
12:31:31 From John McCarty : John McCarty, Cardinal Transition Services, Elkhart, Indiana. New startup coming in April. 574-551-8607
12:32:17 From Laura Quigley : Laura Quigley with Brito Associates of Compass, we focus on assisting seniors. I am a SRES and soon to be certified as a Certified Senior Housing Professional (CSHP). Would love to connect with you Vic Hathaway
12:32:49 From Paula Drummer to All panelists : Hi - Good info here!! Are there any members that offer pro bono or discounted services (especially moving) for Seniors, for example.? Thanks! Paula
12:32:52 From steve jefferys : I recommend my clients have their 12-22 year old kids/grandkids videotape/photograph their home contents and take an inventory as a first step. Arch Financial Advisors www.archfinancialadvisors.com
12:33:24 From Cora Plass to All panelists : Hello, Cora Plass, LionHeart Eldercare
12:33:27 From Claudia Carpenter to All panelists : How do I contact Charna to downsize now?
12:33:44 From Steve Gurney - ProAging Sourcebook : https://www.amazon.com/Gets-Grandmas-Yellow-Plate-Workbook/dp/1888440082#:~:text=With the award winning book,feel "fair" for everyone.
12:33:48 From Charna Kinneberg to Claudia Carpenter and all panelists : 4105151199 or mdseniortransitions@gmail.com
12:33:55 From Claudia Carpenter to All panelists : ,
12:33:59 From Mary Darne : Thank you.
12:34:02 From Steve Gurney - ProAging Sourcebook : Who Gets Grandma's Yellow Pie Plate? Workbook: A Guide to Passing on Personal Possessions https://www.amazon.com/Gets-Grandmas-Yellow-Plate-Workbook/dp/1888440082#:~:text=With the award winning book,feel "fair" for everyone.
12:34:05 From Cora Plass to All panelists : Cora Plass email is cora@lionhearteldercare.com and phone number is 703-518-8149
12:34:15 From Steve Gurney - ProAging Sourcebook : From Cora Plass to All Panelists: 12:34 PM
Cora Plass email is cora@lionhearteldercare.com and phone number is 703-518-8149
12:34:18 From Laura Quigley : So agree David!
12:34:25 From Anna Novak : We use FairSplit to show favorite furniture/accessories to space planner and interior designer for planning purposes.
12:34:52 From shoaleh Alai to All panelists : hello- Shoaleh here from Sunrise at Fox Hill right off of River rd. we have assisted living & memory care and availability as well as great price promotion. happy to assist with any of your clients needing support. 301-968-1836 or foxhill.dos@sunriseseniorliving.com
12:35:35 From Linda Meluski : Hi Everyone: Linda Meluski; Designs For You and Moving on with Designs For You. I am a Designing Downsizer located in Chesapeake; 757-550-3899.
12:35:42 From steve jefferys : Do you have senior clients that want to save time or money? I help clients make smart decisions regarding social security, tax strategies, such as Roth conversions, RMD planning strategies, optimizing health care plans before and after Medicare, guidance on charitable giving and planning for elder care issues. No product sales. Holistic planning. Steve Jefferys
Arch Financial Advisors www.archfinancialadvisors.com 301-500-2079
12:35:44 From Steve Gurney - ProAging Sourcebook : From shoaleh Alai to All Panelists: 12:34 PM
hello- Shoaleh here from Sunrise at Fox Hill right off of River rd. we have assisted living & memory care and availability as well as great price promotion. happy to assist with any of your clients needing support. 301-968-1836 or foxhill.dos@sunriseseniorliving.com
12:36:01 From Cora Plass : Cora Plass: cora@lionhearteldercare.com phone number is 703-518-8149
12:36:31 From Claudia Carpenter : How do I contact Charna to move in place//declutter now?
12:41:17 From Charna Kinneberg to All panelists : my email is mdseniortransitions@gmail.com 4105151199
12:41:28 From Steve Gurney - ProAging Sourcebook : From Charna Kinneberg to All Panelists: 12:41 PM
my email is mdseniortransitions@gmail.com 4105151199
12:42:32 From Silvia Balderas : Judy, Take a look at “Who Wants Grandma’s Yellow Pie Plate? It contained some strategies.
12:43:08 From David MacMahan to All panelists : Other good books by Julie Hall "The Estate Lady"
12:44:36 From Vic Hathaway to All panelists : Victoria B. Hathaway, CSA, SRES, CSHP Victoria@BobLucidoTeam.com 410-979-4284
12:44:38 From Steve Gurney - ProAging Sourcebook : https://www.csa.us/
12:45:03 From Steve Gurney - ProAging Sourcebook : https://seniorsrealestateinstitute.com/
12:45:34 From Isabelle Melese-d'Hospital : IS the CSA virtual class and CSA Exam worth the $1290 they’re charging??
12:45:40 From John McCarty : Since I’m financing the startup of my company myself, what insights and resources would you recommend so that i don’t spend precious cash flow on things that are not top priority at first?
12:46:16 From Steve Gurney - ProAging Sourcebook : From Vic Hathaway to All Panelists: 12:44 PM
Victoria B. Hathaway, CSA, SRES, CSHP Victoria@BobLucidoTeam.com 410-979-4284
12:49:31 From Linda Meluski : Linda Meluski-For those who need help downsizing, but don't want to do it in person, I offer a detailed downsizing webinar. 757-550-3899.
12:49:42 From steve jefferys : The book “How to Compromise” does not sell well in the DC area.
12:51:37 From Mary Darne : Hahahahahaha!!!
12:51:47 From Betty Baklarz to All panelists : Thank you,
12:52:17 From Betty Baklarz to All panelists : Betty Baklarz, Faith Community Nurse 301 412-1909
12:53:00 From Betty Baklarz to All panelists : Elizabeth.baklarz@holycrosshealth.org
12:55:03 From Adele Logan-Galen : If she is blind, there could be a Lighthouse for the Blind group where she lives. Free volunteers who come and read and help those who need it. Adele@smoothmovemanagers.com
12:55:12 From Jane Hughes for Silverado Alexandria to All panelists : Thank you! This was enriching professionally and personally!
12:55:48 From Steve Gurney - ProAging Sourcebook : From Jane Hughes for Silverado Alexandria to All Panelists: 12:55 PM
Thank you! This was enriching professionally and personally!
12:55:56 From Judy Tiger to All panelists : Judy Tiger, justthatsimpleinfo@gmail.com
12:56:27 From Rose Seaman to All panelists : Please check out this website for additional information regarding Community for Life
12:56:33 From Rose Seaman to All panelists : https://aging.maryland.gov/Pages/community-for-life.aspx
12:56:43 From Ellen Pincus : can I get David’s info
12:56:45 From Isabelle Melese-d'Hospital : I second the sensitivity toward items of sentimentality…I come up against this time and time again!
12:57:37 From Jane Hughes for Silverado Alexandria to All panelists : Jane Hughes - Silverado Alexandria Memory care. jane.hughes@silveradomemorycare.com 703.388.8681. Assisted Living exclusively for residents living with memory loss.
12:57:49 From Jessica Williams : https://www.artifactualhistory.com. I recommend Sarah Reeder to value art in DC area
12:57:50 From Steve Gurney - ProAging Sourcebook : From Jane Hughes for Silverado Alexandria to All Panelists: 12:57 PM
Jane Hughes - Silverado Alexandria Memory care. jane.hughes@silveradomemorycare.com 703.388.8681. Assisted Living exclusively for residents living with memory loss.
12:57:56 From Vic Hathaway to All panelists : Last week’s Washington Post published an article in the Real Estate section sharing that antiques and brown furniture are coming baaaaccckkk. It’s on my FB page, giving hope to all my older adult clients and their kids.
12:58:09 From Anna Novak : I offer free downsizing checklists, planning strategies, detailed resources on my website HomeTransitionPros.com.
12:58:24 From Laura Quigley : This has been so informative, thanks Steve and panelists!
12:58:29 From Jean-Marie Minton to All panelists : Steve Gurney, what is your best contact info? I’m at jmminton@kw.com
12:58:30 From Vic Hathaway to All panelists : Also a new design movement gaining popularity: “Grand Millenials” who are doing wallpaper, china, matted prints, etc.
12:58:58 From Judy Tiger to All panelists : excellent. thank you! calm, thorough, soothing, super 'can-do'.
12:59:01 From Cora Plass : Thank you! Great panel discussion!
12:59:08 From Nancy Piness : Thank you...This was an excellent program with lots of valuable information!
12:59:15 From Isabelle Melese-d'Hospital : Super helpful…thank you so much!!
12:59:48 From Beverly Stickles to All panelists : GREAT SESSION!
12:59:54 From Pamela Silberman-Mills : Thank you!! Great presentation!
13:00:00 From Joe Pence to All panelists : thank you panelists. We appreciate your time and inputs on this zoom webinar. Good stuff.
13:00:09 From Mary Darne : Great job- keep me on your email list!
13:00:09 From Heather Murphy : Nice job panelists!!
13:00:19 From Sharon Payne to All panelists : Wonderful, thanks
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