Solo Wise: A Roadmap for Fearless Solo Aging

Live & Interactive Discussion with Beverly Bernstein Joie the author of Solo Wise: A Roadmap for Fearless Solo Aging. Join this discussion and explore how to: 

• Achieve safety and self-assurance utilizing the Solo Wise 5 Pillar infrastructure 
• Create a community and discover the power of networking 
• Fill in the support that may be missing on the path ahead with “gap fillers” 
• Implement mind and body strategies for the best quality of life  
  

Link to order book

Questions Asked

• Wherre, how can I order a copy of the book that Steve mentioned?  Super cool!
• Couldn't she sue the condo manager?  Wasn't he the one who recommended the caregivers?
• how can I find a Life Care manager I can trust?
• I think that the "system" really let her down as she probably needed to be placed in assisted living. Why didn't a physician or rehab counselor refer her rather than sending her home each time
• So are you still working with Barbara? Helping Barbara now is this help continuing?
• Wasn't the condo manager appalled that the caregivers he recommended scammed her?
• is the book available on Amazon?
• Did you ever consider calling Adult Protective Services for self-neglect? It seems that as her "friend", others may have viewed you as "butting in" although that was clearly not your intention!
• What is the best way to locate a qualified, certified life care management company
• Is hiring an elder attorney who is older a problem? What should be done if that person gives up his/her practic?
• I think she meant Elder/Estate attorney. Not the age of the attorney!
• Beverly, you're 77 years young! Thank you for this great program.
• "Is anyone familiar with a Trust Protector who knows a person's wishes for estate administration.  Our understanding, from Steve's workshop speakers and educators, they say power of attorney no longer valid at death when an  individual or loved one dies and passes away.  The Successor Trustee in the persons estate plan Trust could act once individual passes away.
• So Is Trust Protector a new estate planning supporting helping professional?"
• Steve- Most GOOD care managers offer a complimentary consultation for one hour!
• I just bought the book!

Chat Transcript

12:09:32     From Steve Gurney - ProAging Community : Here is the link to order Beverly's book https://geni.us/SoloWise

12:10:02     From Steve Gurney - ProAging Community : Solo Wise: A Roadmap for Fearless Solo Aging https://geni.us/SoloWise

12:11:33     From Joanne Johnson  to  Hosts and panelists : Book ordered

12:13:48     From Ellyce Ratskoff  to  Hosts and panelists : My screen is blank.  Is this the way it is supposed to be?

12:16:16     From Steve Gurney - ProAging Community : it shouldn't be can others see the slides?

12:16:27     From Steve Gurney - ProAging Community : can everyone see the slides?

12:16:28     From Jim Schultz  to  Hosts and panelists : No

12:16:34     From Adele Logan-Galen  to  Hosts and panelists : I can see the slides Steve

12:16:34     From Mary Hopfner-Thomas : yes

12:16:35     From Leora Raskas : yes

12:16:35     From Cathy Anderson : I can see the slides

12:16:36     From Maria Salerno : I see Beverly, not the slide.

12:16:39     From susan botta : i can

12:16:45     From Arlene Polangin : I can see  Barbara's slide charactereistics

12:16:45     From Mary Tondreau : Yes

12:16:47     From Joanne Johnson  to  Hosts and panelists : Yes

12:16:53     From Sally Swank  to  Hosts and panelists : yes

12:16:55     From Jane King : yes

12:16:58     From Deborah Sandberg  to  Hosts and panelists : Yes

12:17:04     From Rich Carlson  to  Hosts and panelists : I see Beverly and her slides

12:17:08     From Virginia Falconer : i can see the slide.

12:17:11     From Erin Byrne  to  Hosts and panelists : yes

12:17:35     From Glenna Crooks The NetworkSage : I see the slide

12:17:36     From Ann Sklar : I can see Beverly not the slide

12:17:50     From Adele Logan-Galen  to  Hosts and panelists : I see the slide but not Beverly

12:17:54     From Steve Gurney - ProAging Community : ok great I guess a couple folks may have problems - try playing with your settings but if all fails its recording!

12:19:44     From Joe Sperling : Barbara and her husband NEEDED to plan and prepare with Long-Term Care insurance.

12:22:04     From Ann Sklar : My view options let me see either Beverly or her slide - good option

12:23:23     From Patricia Dubroof : Rewirement!!! As a compassionate person we never really retire until our expertise becomes obsolete.

12:24:09     From Joe Sperling : This is a horrible and compelling story.  Aging life care management clearly a critical need.

12:24:38     From Patricia Dubroof : Patricia Dubroof, Artist and Director of Community Relations for Assisting Hands Home Care. I help families everyday figure out how to care for a loved one and make time for creativity!!! It's an honor to serve these families. What an amazing community we have. Call me if you have questions about these pieces of your puzzle. 301-363-2587 pdubroof@assistinghands.com

12:25:41     From Kelly Lambert : Did you ever consider calling Adult Protective Services? (Self neglect)?

12:25:49     From Joe Sperling : Wonderful to see you!

I’m Joe Sperling, insurance broker for 30+ years.

I’m the “Protectionist” and the “Feel Good Guy.”

I help folks feel good protecting…

Family – Income – Assets.

They are all important!

Learn about your options.

Make better decisions.

BE PREPARED.  HAVE A PLAN.

GET PEACE OF MIND.

YOU WILL FEEL GREAT!

I can help.  Call me.  Don’t wait until it’s too late.

Joe Sperling    301-980-8869

joe@joesperlinginsurance.com

I’m NOT your average Joe!

And for me, it isn’t just business.  It’s personal.

12:27:35     From Muriel Kirkpatrick  to  Hosts and panelists : What are the actions that solo agers need to take?

12:27:58     From Arlene Polangin : One year I received a copy of my friend's will in the mail without asking me if I was willing to do the Power of Attorney.  That was appalling.  They had no children and just assumed I'd be willing to do this.   UGH!

12:28:32     From Muriel Kirkpatrick  to  Hosts and panelists : What do professional care managers do?

12:29:10     From Joe Sperling : Being a good Samaritan is admirable, but lacking training and knowledge can cause more harm than help.

12:32:14     From Joe Sperling : More education is needed to spread the word about aging life care managers.

12:32:58     From Jacke Schroeder  to  Hosts and panelists : I completely disagree with what she just said about abuse and the financial autonomy to divorce!!!

12:33:39     From Edith Harriet  to  Hosts and panelists : are there any life care manager associations to call in Washington, DC    Do you work in this area?

12:36:22     From Jacke Schroeder  to  Hosts and panelists : People hearing that times have changed and that people can get divorced and do have enough money to leave can only leave people listening to feel more shame than they already likely feel and an increase in them thinking there's something wrong with them.  Honestly, it's very very rare that an older person can just leave and start their life over on their own!!  As a reminder, World Elder Abuse Awareness Day (WEAAD) is June 15th.  :-) Thanks for listening Steve!  Jacke

12:36:31     From Joe Sperling : It would be great if news shows like Today or Lester Holt did a feature.

12:37:12     From Steve Gurney - ProAging Community : Finding an Aging Life Care Association Member https://aginglifecare.org/Shared_Content/ALCA_Directory/ALCA_Find_an_Expert.aspx?hkey=6c3ced7c-b5f0-4d27-9d30-37734ab6cf49

Positive Aging Community Champions who are Aging Life Care Managers https://www.retirementlivingsourcebook.com/resources/care-management

12:38:43     From Jacke Schroeder : That's a terrific image and great way the structural domains are laid out!

12:39:18     From Patricia Dubroof : Please let me know if you'd like to join us for Death cafe Tuesday, May 21 at 7 pm on ZOOM. register by email; pdubroof@assistinghands.com

12:40:40     From Patricia Dubroof : Be sure your attorney will revisit with you every year to update the document.

12:42:10     From Steve Gurney - ProAging Community  to  Edith Harriet and all panelists : Here are some of our positive aging community champions who are Aging Life Care Managers  Aging Network Services, Inc.    robin@agingnetworkservices.com

AGING WELL eldercare    smurphy@care-manager.com

ElderTree    david@eldertreecare.com 

GeriatriCare Management, Inc    stephanie@geriatricare.net 

Golden Pond Elder Care Strategies, LLC    megan@goldenpondvirginia.com 

Independent You, Senior Services    joanne@independentyou.net 

Lighthouse Senior Care Consultants    courtney@lighthouseseniorcare.com

LIONHEART ELDERCARE & CONSULTING    colleen@lionhearteldercare.com 

Montcordia    Jill.Berkman@montcordia.com 

Paladin Life Care    julie.rose@paladinlifecare.com

Seabury Resources for Aging    cbitzer@seaburyresources.org

12:42:27     From Patricia Dubroof : The best way to find a great care manager is to ask the folks in the field you know and trust. At Assisting Hands we have incredible resources to share with you!!

12:42:41     From Steve Gurney - ProAging Community  to  Edith Harriet and all panelists : you can also search here https://www.retirementlivingsourcebook.com/resources/care-management

12:43:49     From Erin Byrne  to  Hosts and panelists : Erin Byrne here with the Glover Park Village. The Village Movement allows seniors to be part of an active community and find a purposeful way to age. Our mission is to create intergenerational connections, to encourage neighbors to help neighbors, and to provide resources to our community. All of our services and events are free.

12:44:06     From Steve Gurney - ProAging Community : From Erin Byrne to All Panelists 12:43 PM

Erin Byrne here with the Glover Park Village. The Village Movement allows seniors to be part of an active community and find a purposeful way to age. Our mission is to create intergenerational connections, to encourage neighbors to help neighbors, and to provide resources to our community. All of our services and events are free.

12:46:22     From Cathy Anderson : How much does it cost to work with an Aging Lifecare Manager?

12:46:36     From Steve Gurney - ProAging Community : Here is an article on Aging Life Care with a checklist at the end on questions to ask  https://www.retirementlivingsourcebook.com/articles/understand-aging-life-care%E2%84%A2-guides-and-advocates-for-families

12:48:39     From lainee steinberg  to  Hosts and panelists : Thank you for this very special and robust conversation! 

Housing decisions… whether it’s age in place, a senior community, funsize, multi gen homes, or otherwise. If I can ever be helpful locally or coast to coast with a warm introduction to a real estate advisor with heart, patience and resources .. pls reach out anytime 

Here’s a bit about me. 

https://www.compass.com/marketing-center/editor/v2/flipbook/ba216658-e852-41bf-8c8a-115b9cc9b020

Real estate is arguable the most expensive asset we will ever invest or divest in… it’s also an emotionally charged and personal journey. 

I have the privilege of working inside a senior community as well as real estate advisory.

12:49:12     From Jacke Schroeder : Will that change now that Equity Investors are buying CCRC's?

12:52:22     From Nancy Ruffner : Providers in their 1-15 minutes with you often have no window into how the patient functions outside of that appointment.

12:54:48     From Jacke Schroeder  to  Hosts and panelists : You're the BEST, Steve!

12:55:53     From Jacke Schroeder : Professionals may be considered by law as "mandated reporters" to Adult Protective Services.

12:56:09     From Mary Tondreau : Steve -- I live in a CCRC and many of the issues that impact a solo ager do NOT "go away" simply by virtue of living in a CCRC.

12:57:41     From Patricia Dubroof : Mary, I totally agree. A CCRC is not going to advocate for you. We all need to build our network for social support.

12:57:57     From Peter engstrom  to  Hosts and panelists : I have worked for 20 years with the village to village movement as a volunteer and leader including 6 years on the national board.  Beverly, your comments and thoughts are absolutely superb.  In  the village movement, we find you can lead the horses to water but it is really tough to get them to admit a problem until it is often to late.  Your approach is down to earth, and spoken into "Oklahoma plain"language.  I just ordered your book.  Keep up the good work.

12:58:45     From Arlene Polangin : Steve, Have you had good experiences with the Charles E. Smith Life Care Community in Rockville, MD?

12:59:05     From Muriel Kirkpatrick  to  Hosts and panelists : Checklist link didn't work. This would be terrific to have.

13:00:24     From Joanne Johnson  to  Hosts and panelists : The one topic not addressed-- when there are no financial resources to enable people to reach out for home card

13:00:40     From Patricia Dubroof : Arlene have you talked to Harby from Oasis Senior Living? He's got amazing knowledge of options for living in MoCo.

13:01:18     From Arlene Polangin : I'm part of the North Bethesda Village group.

13:01:32     From Arlene Polangin : That's in MD

13:02:11     From Diane Bresee  to  Hosts and panelists : Tell Beverley to stop yelling and butting in when you are talking.

13:02:19     From Arlene Polangin : Patricia I don't know Harby from Oasis Senior Living.

13:02:40     From Arlene Polangin : Do you have a phone # or email for him.

13:02:50     From Cathy Anderson : Is ther any help for folks who may need an Aging Lifecare Manager but unable to pay for it?

13:03:09     From Arlene Polangin : Arlene Polangin akpolan@verizon.net

13:03:26     From Arlene Polangin : 301-530-1595

13:03:32     From zahida hasan : thanks, Patricia, and bye Steve

13:03:46     From liz Tupper  to  Hosts and panelists : Does your book address or do you have any resource suggestions for solo agers who have financial issues to pay for out of pocket long term care?

13:03:58     From Arlene Polangin : My name, email and phone is for Patricia Dubroof

13:04:04     From Alice Uko  to  Hosts and panelists : Thanks for this

13:04:08     From Steve Gurney - ProAging Community : Patricia Dubroof 12:59 PM 

Beverly, you're 77 years young! Thank you for this great program.

13:04:14     From zahida hasan : I mean Beverly, sorry?

13:04:47     From Steve Gurney - ProAging Community : Anonymous Attendee 01:01 PM 

Is anyone familiar with a Trust Protector who knows a person's wishes for estate administration. 

Our understanding, from Steve's workshop speakers and educators, they say power of attorney no longer valid at death when an  individual or loved one dies and passes away. 

The Successor Trustee in the persons estate plan Trust could act once individual passes away.

So Is Trust Protector a new estate planning supporting helping professional?

13:04:48     From Leora Raskas : @Cathy Anderson there are public guardianship programs available.

13:04:50     From lois evans  to  Hosts and panelists : Penn’s Village provides a Health Pal for solo agers who wish to be accompanied to a MD visit, take notes, remind the member of the questions they had wanted to ask and so on. Members find this a very helpful service.

13:04:58     From Arlene Polangin : Steve, Can you give Patricia Dubroof's email?

13:05:29     From Patricia Dubroof : Arelen, you can reach me at pdubroof@assistinghands.com

13:06:37     From Barbara Osgood  to  Hosts and panelists : Thank you! Lots of good information.

13:06:44     From Mary Tondreau : Thank you for the information!