Senior Concerns will present a workshop entitled “Getting Your Loved One’s Affairs in Order: The Talk” on Tuesday, May 7 from 4:00-5:30 p.m. at 401 Hodencamp Road, Thousand Oaks. To make a reservation, please call 805-497-0189. Walk in registration is also welcome. This important workshop will address what it means to “get your affairs in order,” and why it is important to do this before faced with a life changing event. The hardest part of this process is often how to talk with a loved one about taking this step. Many seniors will feel a loss of control, fear and embarrassment when asked about their affairs. Feelings of urgency, chaos and frustration often occur for the “caregiver” or adult children. Join us as Terri Hilliard Olson, Esq., director of Senior Concerns’ Legal Concerns pro-bono legal services program, and Alan Ungar CFP®, director of the Financial Concerns pro-bono program, share important tips on what to consider when getting your legal and financial affairs in order, along with Annette Broersma who will share tools you need to start this conversation with loved ones. “Our desire to help must be tempered with respect, love and patience,” says Andrea Gallagher, President of Senior Concerns. “Our goal through this workshop is to guide people through this often challenging, but extremely important process and ensuring that the loved one’s needs are met.” Alan B. Ungar CFP® MBA , is a Certified Financial Planner™ and the author of “Financial Self- Confidence for the Suddenly Single- A Woman’s Guide” (Lowell House, 3rd edition). Alan is a recognized speaker and lecturer on issues relating to financial planning and stock options, Alan serves as the leader of Financial Concerns, a pro-bono financial planning service of Senior Concerns and the Financial Planning Association. Terri Hilliard Olson, Esq . is head of Hilliard Olson Law and Mediation. Terri draws upon her vast experience and easy communication style to help clients with asset protection, special needs trusts, elder care planning, family protection planning, estate and business succession planning, and general business formation and facilitation. She is also a private mediator assisting families, elders, individuals, and businesses in resolving disputes. Terri serves at the leader of Legal Concerns, a pro-bono legal service of Senior Concerns. Annette Broersma is currently the Community Relations Director at The Reserve at Thousand Oaks senior living community. She holds a Master’s Degree in Counseling and Guidance from Cal Lutheran University, where she formerly held the position of Director of Career Services. After caring for her own parents for 7 years, Annette has committed herself to using her education, skills and experience in assisting the senior population. More …
