CANCELLED: Planning Your Next Journey

THIS EVENT HAS BEEN CANCELLED.

Change can be overwhelming. Particularly when it comes to thinking about your Aging in Place plan. But it doesn’t have to be. Planning Your Next Journey is an interactive panel discussion that introduces the many aspects that come with creating and putting this plan into action. Aging in Place is not a plan for “old age,” but rather a plan for enriching your quality of life and environment for today and in the future. This seminar will assist you and your loved ones in assessing your needs and how to discuss your dreams and plans. Planning Your Next Journey isn’t only for people over the age of 50, but any age. The sooner you begin preparing for the future, the more enriched it will be. Bring a family member or a friend and let’s start the conversation.

Panelists:

Bethanny Alexander, Realtor, Baird & Warner Real Estate:

With over 20 years of real estate experience and having moved 20 times in her life, Bethanny understands the excitement and stress that comes with making a major life change. As a Seniors Real Estate Specialist (SRES), she is also aware of the additional challenges and circumstances that come with making a move later in life. Having lived in and around the near west suburbs since childhood, Bethanny can be your guide in finding the community and home that is right for you. If your journey takes you out of state or out of the country, as a certified LeadingRE Relocation Specialist, Bethanny can still be of assistance to you. Bethanny is here to be your guide on your journey.

Joanie Ackermann, Director of Client Services, Downsizing by Design:

Joanie is an experienced professional in the moving and downsizing industry. Downsizing by Design has been downsizing, moving, and organizing seniors in the Chicagoland area with care and simplicity for over 10 years. Downsizing by Design is an A+ accredited Senior Move Management company that helps their clients sort through a lifetime of belongings to decide what to keep for their new home and then coordinates donating, selling, or disposing of the rest. They ease the stress of transitioning to a new home through their floorplan, packing, moving, unpacking, and settling-in services. Downsizing by Design offers free in-home consultations, and every client receives a personalized move plan.

Adam Booth, Financial Advisor, Northwestern Mutual:

Adam and his team serve over 300 client families, spanning multiple generations. Their holistic approach to financial planning encompasses investment portfolio management, insurance planning, tax strategies, education, retirement, and estate planning.  Committed to clients' financial security, Adam and his team engage with clients in regular consultations, re-evaluating plans, and adjusting as necessary while preserving core visions and long- term objectives.  Clients appreciate the team's differentiated value, going beyond tracking goals and asset allocation to provide strategic thinking and brainstorming tailored to each client's unique needs.

Carol Anne Bozarth, Loan Officer, Key Mortgage Services:

Carol Anne has been with Key Mortgage for four years and has thoroughly enjoyed helping people understand the financing aspect of the home buying process. Prior to Key Mortgage she spent over 20 years in the social work and criminal justice field helping clients navigate challenging times. Carol Anne utilizes this experience in her approach to the mortgage process and her clients enjoy her thoughtful and patient demeanor. Obtaining a mortgage can be overwhelming and intimidating but with the right amount of education and hand holding Carol Anne puts her clients at ease. Whether it’s helping clients with the technology part of the application process or helping them understand the best financial mortgage options, she always make sure she is attentive to their needs and challenges. Carol Anne grew up in Oak Park and currently reside in River Forest and she loves these communities!

Eric Klein, Certified Senior Advisor, Care Patrol:

Eric is the owner of CarePatrol Chicago. As a Patient Advocate and Certified Senior Advisor, he helps seniors and their families navigate the complex senior living process by helping them find assisted living, memory care and in-home care options. Eric’s services are free, and he is an expert on such topics as dementia care, movement disorders like Parkinson’s and MS, and helping seniors that are struggling with their activities of daily living.