Lisa Woodruff, Founder/CEO, Organize 365 and author of The Mindset of Organization and The Paper Solution will share tips, techniques and solutions to help our loved ones and clients manage paperwork. Co-hosted by JK Moving Services and the The National Association of Senior and Specialty Move Managers (NASMM)
Chat Transcript
12:12:54 From Lisa Siegel to All panelists : Lisa Siegel from the Jane Fairweather Team of Long and Foster. I am a past senior move manager that has changed career paths into the real estate world. I love working with seniors and move managers! Thank you for this helpful event!
12:12:59 From Christian Blackman : Hello Everyone! Connie Pawloski, Hands on owner of ComForCare Home Care serving Montgomery county for 15 years. The minute details matter to my team as we create a personalize care plan and match the perfect caregiver! 301-816-0222 ask for Christian to watch the magic happen...
12:13:04 From Steve Gurney - ProAging Sourcebook : From Christian Blackman to Everyone: 12:12 PM
12:15:19 From Christine Dolan : Hi everyone! Christine Dolan, Daily Money Manager/Financial Organizer - I assist people who are very busy, or who are overwhelmed managing their financial matters. I help navigate and organize your financial paperwork to restore peace of mind. Services include Bill Payment & Management, Budgeting & Expense Tracking, Document and Tax organization, Estate and Insurance Claims, Custom services, Notary services.
Christine Dolan
Daily Money Manager/Financial Organizing
C. Dolan & Associates
www.cdolanfinancial.com
christine@cdolanfinancial.com
703-868-8664
12:16:57 From Adele Logan-galen to All panelists : Adele Logan-Galen
12:17:10 From Adele Logan-galen to All panelists : Founder, Smooth Move Managers
12:17:40 From Meta Hobson : Meta Hobson with CaptionCall- a federally funded solution for hearing loss on the phone. Captioning and amplified phones for those with hearing loss and qualify. Please reach out with any questions. 304-707-5136 and mhobson@captioncall.com
12:18:08 From Adele Logan-galen to All panelists : www.smoothmovemanagers.com, 571-230-5702, adele@smoothmovemanagers.com, I offer a free consultation for anyone who is interested in obtaining my services. Give me a call!
12:18:41 From Yocheved Lieder : Good afternoon everyone. Yocheved Lieder, LCSW-C ElderCare Leaders 443-340-0594 eldercareleaders@gmail.com. Please let me know how I can help your clients or family members with care management and evaluations.
12:18:57 From Jennifer Pickett to All panelists : Tom, please reach out to me at your convenience. Jennifer Pickett, Associate Executive Director, National Association of Senior & Specialty Move Managers. 877-606-2766 | Jennifer@nasmm.org.
12:19:27 From Andrew Fernebok to All panelists : Hello All. Andrew Fernebok. My company is Senior Entertainment, LLC. I provide live gameshow entertainment for Senior living communities and assisted livings. Virtual now! My email is senior.entertain@yahoo.com if you'd like to talk! My website for details is www.seniorentertainmentllc.com.
12:19:44 From Steve Gurney - ProAging Sourcebook to Tom Grass(Direct Message) : hey tom you can read the questions when she
12:20:06 From Jennifer Brown : Hi. Jennifer Brown - Community Relations Manager - Seabury Care Management - 202-364-0020- jmbrown@seaburyresources.org
12:20:36 From Heidi Garvis : Who do you know that is struggling with caring for a family member? Perhaps they can benefit from Caregiver Coaching or RN Care Management. www.caringconsiderations.com heidi@caringconsiderations.com 571-437-9396 Warm regards, Heidi L. Garvis/Aging Life Care Managers in NoVA
12:20:57 From Steve Gurney - ProAging Sourcebook : From Andrew Fernebok to All Panelists: 12:19 PM
Hello All. Andrew Fernebok. My company is Senior Entertainment, LLC. I provide live gameshow entertainment for Senior living communities and assisted livings. Virtual now! My email is senior.entertain@yahoo.com if you'd like to talk! My website for details is www.seniorentertainmentllc.com.
12:23:24 From Heidi Garvis : Love the idea of 3 binders!! Thanks Lisa!
12:29:16 From Steve Gurney - ProAging Sourcebook : claims:
12:29:27 From Christian Blackman : I am only 48, but I am going to set up my 3 binders today! I am now a Lisa fan! -Connie@ComForCare.com
12:32:50 From Susan d. Garvey to All panelists : Just read IRS recommends save tax info for THREE years..
12:33:07 From Steve Gurney - ProAging Sourcebook : From Susan d. Garvey to All Panelists: 12:32 PM
Just read IRS recommends save tax info for THREE years..
12:36:11 From Steve Gurney - ProAging Sourcebook : Here is Lisa's https://www.retirementlivingsourcebook.com/videos/let-s-get-organized-featuring-lisa-woodruff-author-of-the-mindset-of-organization
12:36:48 From Jessica Williams : Susan, you want to keep the actual tax returns forever and the supporting documentation for the returns for the last 7 years (time period during which you can be audited). Jessica Williams (Clutter Doctor)
12:37:15 From Kitty Janney : Kitty Janney with The Landing offering Independent Living, Assisted Living and Memory Care in Alexandria (just outside of Old Town)opening early 2022. kjanney@watermarkcommunities.com
12:39:13 From Robyn Lighthammer : Robyn Lighthammer with Just Like A Daughter- Companion Caregiving and Decluttering Support for older adults based in Northern VA!. Thanks so much! www.JustLikeADaughter.com
12:42:15 From Christine Dolan to All panelists : Can you purchase the Organizing binders?
12:45:52 From Steve Gurney - ProAging Sourcebook : Here is Lisa's website with her resources https://organize365.com/
12:47:03 From Steve Gurney - ProAging Sourcebook : Here is the book! https://organize365.com/product/thepapersolution
12:48:24 From Kimery Parker to All panelists : We just had Shred-It come in yesterday for a day of shredding. It was outside in a parking lot, so safe and we advertised the date for a couple months. We do it yearly at WIlliamsburg Landing.
12:48:41 From JoAnn Lynn : Ft. Totten Transfer Station will shred up to 5 banker's boxes of paper the first Saturday of each month --free-- for DC RESIDENTS ONLY
12:50:14 From Steve Gurney - ProAging Sourcebook : From Kimery Parker to All Panelists: 12:48 PM
We just had Shred-It come in yesterday for a day of shredding. It was outside in a parking lot, so safe and we advertised the date for a couple months. We do it yearly at WIlliamsburg Landing.
12:51:04 From Steve Gurney - ProAging Sourcebook : Next week we have a discussion with Daily Money Managers! https://www.retirementlivingsourcebook.com/events/meet-the-daily-money-managers
12:53:13 From Susan d. Garvey to All panelists : YES Lisa! Such an important point. Thank you so much for your insight.
12:53:32 From Jessica Williams : What a great resource (paper organizing events), Lisa!
12:54:47 From Steve Gurney - ProAging Sourcebook : https://organize365.com/events
12:54:52 From Christine Dolan to All panelists : Is there a cost for weekend organizing events?
12:56:34 From Amy O'Donnell : You’re going in my speed dial, Lisa…and looking forward to telling my clients about these events too. Really, secret is to start chipping away at those piles here and there, prioritize what you really & really don’t want to do, and know that you have resources and people to help.
13:00:23 From Christian Blackman : From Connie Pawloski: Lisa, I have watched many minimalist youtube videos and I have seen them using and promoting the Sunday basket. I am purchasing your 3 binders. Yes, I could get the $18 book and create it myself, but with age, I have realized that my time is worth money too. YOU have already done all the legwork, so why would I want to RE-DO all the work you have done? LOL. I am happy to hear that I will be a part of your organization for a lifetime! Will be bingeing all your podcasts and FB. THANK YOU!!!
13:00:28 From Leonie Nowitz to All panelists : Can we find out how to access your $97 product
13:00:33 From Elisabeth Robinson to All panelists : Great presentation!!!
13:00:43 From Elizabeth Singleton to All panelists : wonderful discussion and topic - SO helpful!
13:00:53 From Theresa Rinehart to All panelists : Big fan!!
