Are you prepared for that heartbreaking day when you can no longer share making important decisions and have to do everything on your own? In talking with many local seniors, I found a real need to provide guidance and hands-on advice from others who have wrestled with these issues. Investments, insurance, annuities, healthcare directives…while none of us may want to deal with these realities alone, it’s important that you have the information you need to manage everything without fear and frustration.
On June 18 Seniors Living Smarter Services hosted a webinar to hear a healthcare professional who can speak to some of the decisions that need to be made, as well as learn from a panel of seniors who have weathered this emotional storm. Almost 50 seniors were in attendance comfortably and safely at home on their laptops, tablets or smart phones.
Our panelists included local Georgetown residents Betty Jagen and Virginia Reid, and also Chris Willis, a webinar sponsor and expert advisor to seniors dealing with these complex issues and decisions. Topics discussed included:
- Personal and Family Records
- Legal Files
- Insurance Documents Company, policy #, contact information username and password, location of policy.
- Financial Assets and Investments Source, account number, username and password contact
- Liabilities Company, account number, username and password, balance, contact
- Income Tax
- Funeral and Burial Plans
- Personal effects
At the webinar’s close, Seniors Living Smarter provided a guide to getting organized with detailed instructions. Ten Commitments to Organize for Smarter Decisions is available for free download.
Seniors Living Smarter Webinars are presented monthly via the Zoom online platform by me, Virginia Lazenby, Certified Senior Downsizing Coach, as a free service to seniors, their families, and the community. The goal of these webinars is to equip, educate, and inspire seniors to make informed choices and empowered decisions concerning their lifestyle goals.
SeniorsLivingSmarter.com is your exclusive real estate information resource for downsizing and selling your home, making changes for aging in place, or trading home ownership for one of the many independent living communities in and around Georgetown. For those considering a move to, or within, Georgetown, TX, we provide you with comprehensive information about the area, easy to use search tools, and exclusive content about neighborhoods and communities popular with seniors.
Seniors Living Smarter is hosting virtual webinars in response to COVID-19 isolation regulations and meeting the needs of our community. Join us from the comfort of your home as we provide vital information via your computer, smart phone or tablet!
Save the date for these future Seniors Living Smarter virtual seminars:
- July 16 — Flipping the Money Switch — When Is It Time to Use Your Money for You?
- August 20 — Probate, Wills and Trusts — What You Need to Know
Sign up at www.SeniorsLivingSmarter.com/seminar and receive easy, step-by-step instructions on how to join our virtual audience. Or call 512-862-7339 and leave a message.
If you need information about downsizing or estate liquidation, I will be glad to meet with you for a complimentary consultation. Please contact me, Virginia Lazenby, Texas REALTOR® and Certified Senior Downsizing Coach at 512-818-0988 direct or email: firstname.lastname@example.org.