Posted by Positive Aging SourceBook on 04/30/2021

Solutions to Organize Paperwork - Downsizing & Moving Solutions Monthly Discussion Series


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:

https://www.medicare.gov/claims-appeals/check-the-status-of-a-claim


EOB's

https://www.medicare.gov/forms-help-resources/mail-you-get-about-medicare/explanation-of-benefits-eob

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!!


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