WEBINARS: 2022 aging adult seminar series

Dr. Melody Keith

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Retirement Living: How Do I Pay for It?

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Tech-KNOWLEDGE-y for Seniors

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Medicare Changes for 2023

About the Topic:

 Annually, the Centers for Medicare & Medicaid Services (CMS) releases premiums, deductibles, and coinsurance amounts for Medicare Part A and Part B programs – these rates are adjusted according to the Social Security Act.  CMS is committed to empowering beneficiaries with the information they need to make informed decisions about their Medicare coverage options.  Learn about the changes for 2023. 

Speaker Information:

Scott Gidley, Founder and President, Charitable Financial Partners

A long-term resident of Lakeway, Scott Gidley has actively supported our community by serving on boards and task force committees; by fundraising for scholarships, teacher grants, LTISD organizations, and youth sports; by volunteering with several local non-profit organizations; and by coaching, refereeing, and umpiring LTYA sports.

Scott’s wife, Beth, is a banker with Independent Bank in Lakeway. His two daughters attended and graduated from LTHS, and both are now teachers in LTISD. Scott enjoys the diverse lifestyle opportunities of our Lakeway / Lake Travis communities, and he enjoys walking his grand dogs in our beautiful parks.

With over 30 years of experience in financial services, Scott Gidley is the founder and President of Charitable Financial Partners, a local financial firm that provides objective and independent Medicare insurance planning advice as well as comprehensive wealth management services. Annually, Scott supports several local charitable organizations.

Current Healthcare Topics for Seniors

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Dr. Mark Carlson, Be Well MD

Dr. Carlson is a fellowship-trained, board- certified geriatrician, internist and oncologist with 25 years of healthcare experience. He received his medical doctorate from Loma Linda University in California and completed his geriatric medicine fellowship at the University of Hawaii in Honolulu. Prior to his move into geriatrics, Dr. Carlson spent nearly 20 years of practice in medical oncology, where serious illness had to be managed with the latest in medical technology, compassion and a trusting patient-doctor relationship. Dr. Carlson combined this experience with his strong desire to help seniors in the aging process to create Be Well MD. Be Well MD is a medical practice designed specifically for aging adults, providing the highest quality medical care to individuals living in private residences and in senior living communities. Be Well MD also provides transitional care for seniors discharged from hospital and rehab back to home. Dr. Carlson’s personal mission is to help seniors live healthier and happier lives.

Legacy: How Do You Want to Be Remembered?

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COVID-19 Vaccine: What We Know So Far

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Join our panel of speakers including Geriatrician Dr. Mark Carlson for the latest information on the COVID-19 vaccine. There will be time allotted for Q&A. 

Speaker Information:

Dr. Mark Carlson, Be Well MD

Dr. Carlson is a fellowship-trained, board- certified geriatrician, internist and oncologist with 25 years of healthcare experience. He received his medical doctorate from Loma Linda University in California and completed his geriatric medicine fellowship at the University of Hawaii in Honolulu. Prior to his move into geriatrics, Dr. Carlson spent nearly 20 years of practice in medical oncology, where serious illness had to be managed with the latest in medical technology, compassion and a trusting patient-doctor relationship. Dr. Carlson combined this experience with his strong desire to help seniors in the aging process to create Be Well MD. Be Well MD is a medical practice designed specifically for aging adults, providing the highest quality medical care to individuals living in private residences and in senior living communities. Be Well MD also provides transitional care for seniors discharged from hospital and rehab back to home. Dr. Carlson’s personal mission is to help seniors live healthier and happier lives.

Julie Latson, Halcyon Home 

Julie Latson, MHA has spent the last 16 years working with seniors and their families, helping them navigate the healthcare system. She graduated from Sam Houston State University with a Bachelor’s degree in Sociology, and completed her Master of Healthcare Administration at Texas State University. A Texas native, Julie’s introduction to healthcare came when she served as Patient Advocate at M.D. Anderson Cancer Center in Houston. With the desire to return to Austin, the bulk of Julie’s experience has been in Austin’s senior living market. She has worked in independent living, assisted living, memory care and skilled nursing both in operations and sales roles. She is currently employed with Halcyon Home, a provider of private in-home care, home health and hospice services. Julie’s passion for helping families connect with resources stems from her own family’s need for such help. Her grandmother battled Alzheimer’s disease for 10+ years, which highlighted the necessity for coordination of care from a holistic perspective. When not working, Julie enjoys spending time with her husband and two young, rambunctious boys.

Michael Gill,  Texas Senior Living Locators

Michael Gill is a leader in the Senior Living industry in Central Texas. For the past nine years, he has owned Texas Senior Living Locators, a service helping families of seniors find assisted living, independent living, as well as retirement living and memory care. As such, he keeps in close contact with the 200 Senior Living communities in Central Texas. Mike is a Certified Senior Advisor whose senior living experience includes caring for his own mother in an Austin Memory Care facility for over four years. Prior to the senior living industry, Mike had a long career in finance working with JP Morgan as a bond broker and with several high-profile firms as an investment advisor.

Downsizing, Rightsizing & Simplifying

About the Topic:

The most commonly used word to describe the downsizing process is “overwhelm.” In fact, many people find themselves paralyzed by even the idea of moving to a smaller or more manageable space.

The good news is that there are people, strategies, and services that can make the downsizing process much simpler and far more manageable! Here are just a few of the questions we will answer at this month’s seminar:

Where do I begin?

Should I sell my house or move first?

What do I do with all the extra “stuff?”

Who is available to help and how much will it cost?

How long should it take to go through my things before moving?

What will my home sell for and how long will it take?

What are the costs associated with moving?

If you are considering a move today, a year from now, or anytime in your future, this seminar is designed to help remove the overwhelm and inspire you to take action — even if it’s just a small action!

Join us and we will share with you the secret to ‘eating the elephant’ one bite at a time!

Speaker Information:

Cyndi Cummings, Turnkey Transitions® and The Cummings Home Team at Realty Austin

Cyndi Cummings of The Cummings Home Team specializes in helping older adults (those 55+), senior citizens, and their caregiver families navigate the unique challenges that face boomers and seniors when they contemplate a late-in-life move. The financial, emotional, and logistical issues faced by older adults are unique and demand a specially-trained real estate agent who understands the complexities of such a move.

Cyndi has undergone a rigorous course of training and continuing education to achieve the exclusive designation of Certified Senior Housing Professional (CSHP) and Certified Senior Downsizing Coach, from The Seniors Real Estate Institute and Senior Real Estate Specialist® (SRES) from the National Association of Realtors. Her passion for serving this unique demographic has lead Cyndi to serve as a master trainer, conducting classes for other real estate agents interested in earning these designations.

Additionally, Cyndi is a community leader, having brought together businesses and non-profits to form the Austin Senior Resource Alliance, LT Senior Services, and Turnkey Transitions®, which all serve the needs of seniors in the area.  In addition, Cyndi sits on the Board of Directors for AustinUP and Drive A Senior.

The Cummings Home Team brings all of this expertise together to provide specialized, compassionate service to their Real Estate clients.

Lisa Treadwell, Indy Real Estate Experts

I am originally from Brownsburg, IN and now reside in Indianapolis, IN with my family. I am proud of my three-year service to United States Army, which included a one-year tour to South Korea. I earned a BA in Communication Studies and Spanish from Indiana University Purdue University at Indianapolis. After graduation, I began working for a local builder before earning my real estate license. I am also a Certified Senior House Professional (CSHP), as well as a Seniors Real Estate Specialist (SRES®) and a member of the National Association of Senior Move Managers (NASMM®).  Currently, I'm working on my Downsizing Coach Certification through Seniors Real Estate Institute. 

My team, the Indy Real Estate Experts, specializes in helping seniors and their families downsize into low or no maintenance living. We have great relationships with other professionals who work closely with seniors, which makes us an easy and reliable resource to our clients. From de-cluttering to choosing the right place to move based on health care needs, the Indy Real Estate Experts help clients through every step of the downsizing process.

Every month on the second Thursday from 10-11:30 am at St. Luke's United Methodist Church (100 West 82nd Street, Indianapolis, IN 46260), I moderate a panel of experts in the senior industry. This FREE educational outreach to seniors is possible because of local sponsors. Visit www.IndySeniorLivingSeries.com for more information.

Having it Your Way - Even When You Can't Speak for Yourself

About the Topic:

In our time together, we’ll see why advance directives are a gift for your loved ones as well as yourself.  We will introduce you to medical directives, which document your healthcare choices and specify a person to speak for you if you are unable to speak for yourself.  We will also tell you about disposition directives, which express your final arrangement choices and name a person to see them through. Ample time will be allotted for Q&A.

Speaker Information:

Nancy Walker, Funeral Consumers Alliance of Central Texas

Nancy Walker has been a full-time volunteer with the Funeral Consumers Alliance of Central Texas (www.fcactx.org) since 2010. In addition to providing presentations throughout the Austin community, Nancy teaches an end-of-life options class, twice a year, through Lifetime Learning Institute (LLI). She also produces the nonprofit organization’s newsletter and serves as Executive Director. 

Ginny Erboe, Hospice Austin

Ginny Erboe has been a registered nurse for 25 years. She got her Bachelors of Science in Nursing at Texas Woman's University and her Masters in Nursing Administration at the University of Texas. She has been doing hospice for 19 years with 17 years at Hospice Austin, as an admissions RN and prior to that she was at Seton Medical Center on the cardiac floor and in the electrophysiology lab. Her passion is to serve and help others.  

Knowing the Signs and Treatments for Stroke

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Stroke awareness month is the month of May. Neurologist Dr. Freeman  will speak on knowing the signs and treatments for stroke. Baylor Scott and White Medical Center Lakeway is a certified Stroke Center. This means Baylor Scott and White Health is equipped to provide critical elements to achieve long term success in improving outcomes for stroke patients.

Speaker Information:

Dr. Freeman treats a variety of adult neurological conditions and disorders with a special interest in epilepsy, cerebrovascular disorders, cognitive disorders, movement disorders and headaches. He performs electroencephalography (EEG) studies for evaluation of seizures and related disorders, as well as device programming. In his free time, he enjoys working out, mountain biking, and live music. 

Medical School 

University of Texas Medical School San Antonio, TX 

Internship & Residency 

Neurology, University of Texas Southwestern Medical Center, Dallas, TX 

Fellowship 

Epilepsy, University of Texas Southwestern Medical Center, Dallas, TX 

Board Certifications 

Neurology - American Board of Psychiatry and Neurology Epilepsy - American Board of Psychiatry and Neurology 

Professional Memberships 

American Academy of Neurology American Epilepsy Society
Texas Neurological Society
Texas Medical Association 

Aging in Place & Preparing for Emergencies

About the Topic:

Whether you choose to ‘stay put’ in your current home or move to one more manageable, if you are 62 or older, you have options – lots of them!

The challenge: Knowing which options are right for you!

Take the time to learn what it takes to age in place long after retirement!

• Making your home more accessible
• Easy home renovations
• Finding reliable in-home care providers
• Transportation options
• Services available specific to seniors
• Questions to ask when hiring service providers

While we don’t live in tornado alley, there are still situations that we need to be prepared in case of emergencies.  Come to learn more about the services available to you in an emergency, how to make an emergency plan and who to communicate your plan to!You will learn the keys to safely ‘staying put’ from some of the most knowledgeable and experienced professionals in the senior service industry.

Speaker Information:

Cyndi Cummings, Turnkey Transitions® and The Cummings Home Team at Realty Austin

Cyndi Cummings of The Cummings Home Team specializes in helping older adults (those 55+), senior citizens, and their caregiver families navigate the unique challenges that face boomers and seniors when they contemplate a late-in-life move. The financial, emotional, and logistical issues faced by older adults are unique and demand a specially-trained real estate agent who understands the complexities of such a move.

Cyndi has undergone a rigorous course of training and continuing education to achieve the exclusive designation of Certified Senior Housing Professional (CSHP) and Certified Senior Downsizing Coach, from The Seniors Real Estate Institute and Senior Real Estate Specialist® (SRES) from the National Association of Realtors. Her passion for serving this unique demographic has lead Cyndi to serve as a master trainer, conducting classes for other real estate agents interested in earning these designations.

Additionally, Cyndi is a community leader, having brought together businesses and non-profits to form the Austin Senior Resource Alliance, LT Senior Services, and Turnkey Transitions®, which all serve the needs of seniors in the area.  In addition, Cyndi sits on the Board of Directors for AustinUP and Drive A Senior.

The Cummings Home Team brings all of this expertise together to provide specialized, compassionate service to their Real Estate clients.

Amy Temperley, Aging is Cool

For nearly 30 years, Amy Temperley has committed her work to improving the lives of older adults in some form or fashion. From her time as a social worker in nursing homes and home health care, to her Executive roles in senior focused nonprofit agencies, Amy has served caregivers, individuals with dementia and disabilities, and now addresses issues related to active aging and ageism. Amy has a Master’s Degree in Human Services from St. Edward’s University and she and her husband, Damien, founded Aging is Cool in 2016 with the dream to create smart, engaging, fun activities for older adults.

Kellye Jennings, 101 Mobility of Central Texas

Kellye is the owner of 101 Mobility of Central Texas, based in Cedar Park and servicing the entire Austin metro area.  She works hard every day to deliver the best mobility and accessibility solutions to seniors and others who are faced with limited physical mobility and the caretakes who help them.   Prior to joining the 101 Mobility network, Kellye was an assurance partner with a top 10 accounting firm in the Washington DC metro area.   An accident, unplanned surgery and a short stay in an assisted living facility resulted in Kellye’s firsthand experience dealing with mobility challenges and the lack of resources available to individuals dealing with similar challenges.  

Bobby Scruggs, FirstLight Home Care of Austin

Bobby Scruggs is a native of Decatur, AL, but spent most of his developmental years growing up in Cleveland, Ohio. He graduated from Ohio University with a BBA Degree in Marketing.

Bobby has held a number of Sales Management, Customer Marketing and Business Development positions with Fortune 500 companies such as Goodyear Tire & Rubber, BP Oil Company, Frito-Lay, and Colgate-Palmolive. He formed Scruggs Family Holdings, Inc. in 2018 and it serves as the parent company of his franchise, FirstLight Home Care. Bobby is currently President & CEO of FirstLight Home Care of Austin where he and his team provide non-medical Home Care services for Seniors, Veterans, People with Disabilities, and those recuperating at home.

Scruggs also serves on the Board of Directors for the Austin Kappa Education and Leadership Foundation (AKELF) as its Treasurer and Co-Chairman of Fund Raising. When he is not working, Bobby enjoys playing golf, traveling, and spending time with his wife of over 30 years, Michelle, and his two adult children, Ashley and Darien. Bobby attributes his career success to living by this simple, but powerful operating philosophy: “I believe that God will provide me with everything that I want in this life, if I’m willing to help others to get what they want.”

Current Products and Technology for Home Safety and Accessibility

About the Topic:

Current products and technology features that enhance a homes safety and accessibility. Aging in place occupational therapists review each product in detail including price, installation, how to use, and benefits of each.

Speaker Information: 

Jana Cartlidge, Occupational Therapist, Enabled Living

Jana is a native Texan and official Austinite. She obtained her B.A. in Advertising from Texas Tech University in 2008. Since then, Jana has worked in a variety of non-profit rehabilitation programs, including community rehabilitation, vocational rehabilitation, and physical medicine and rehabilitation. Jana found her passion for Occupational Therapy assisting patients regain the skills needed for independent living. Jana obtained her M.S. in Occupational Therapy from Texas Woman's University in Dallas, TX in 2016. Jana is a Certified Aging in Place Specialist (CAPS) through the National Home Builders Association and following her passion of guiding individuals to living independently in their home.

Alex Warnken, Occupational Therapist, Enabled Living

Alex is a native of Russia who spent 7 years in D.C. and MD area before relocating to Austin in 2016. Alex obtained her B.S. and M.S. in Health Studies prior to relocating to the USA and pursued her M.S. in Occupational Therapy from Towson University in Baltimore, MD. Alex served as a volunteer for Rebuilding Together Baltimore, where she gained home assessment and modification skills. During her professional career Alex worked in a variety of setting including acute rehabilitation hospitals, psychiatric facilities and long-term care facilities. Alex is a Certified Aging in Place Specialist (CAPS) through the National Home Builders Association and is an Assistive Technology Professional (ATP) who strives to create personalized solutions for independence.

55+ Senior Living Options

About The Topic:

More and more retirees of all ages are relocating to active adult and senior living communities all around the country. You may be considering such a move yourself, but just aren’t sure what the fuss is all about!

During this 90-minute panel discussion, you will learn the facts about local 55+ living options from some of the most knowledgeable and experienced professionals in the industry. We will cover locations, amenities, and costs for both purchase and lease options for those 55 and older. 

Speakers:

John Brown, Oasis Senior Advisors

I began my career in 1979, when I went to work in the pharmacy retail drugstore business. I spent 36 years with one company, and had the opportunity to learn and grow as the Central Texas and Austin area continued to expand. My wife and I have always been committed to staying in the Austin area to raise our children; it truly is a special place to raise a family. One of the goals I have for the next chapter in my life is to help people by continuing to give back to local non-profits serving the aging population. As a community leader and local volunteer, serving people has always been a passion. As a caregiver for my mother as she progresses through the later stages of dementia with added complex medical conditions, I’ve learned first-hand the challenges facing families during these difficult transitions. I’m also reminded of the responsibilities we have to honor and provide for our seniors, as I volunteer and work with local non-profit boards focused on the aging population. I have committed myself to helping seniors through transitions and their daily living needs, offering dignity and passion to do what’s best for them.

Lori Elder, The Auberge at Bee Cave

Lori Elder is a marketing director at the Auberge at Bee Cave, an assisted living/ memory care community.

She has lived in the Austin area for most of her life, and has a background in pharmaceutical sales, home health and hospice sales.

Lori is very passionate about helping families in need, and will always go the extra mile to help ensure a smooth transition into memory care.

When she isn’t working, she enjoys spending time with her family, going to movies, cooking, and listening to music.

Landria Page, Belmont Village Lakeway

Landria Page received her Master’s in Health Administration (MHA) and Graduate Certificate as a Licensed Nursing Facility Administrator (LNFA) from Texas State University in 2014 and her Bachelors in Biomedical Science (BBS) from Grand Valley State University in 2011. Landria is a dedicated and enthusiastic professional with over 14 years’ experience in geriatric communities. Landria joined Belmont Village Lakeway as a Community Relations Associate in November of 2017.

Christi Jo Antilley

My name is Christi Jo Antilley and I am a Senior Care Counselor at Arbor Terrace Lakeway Assisted Living and Memory Care Community.
 

My passion for geriatrics can be traced back to my child hood. I can remember watching my Mom lovingly put smiles on residents faces as she styled hair and manicured their nails. She wasn't just a hair stylist, she was an Angel in their eyes. She had the ability to create laughter and make each resident feel as if they were the most important person in the world.
 

Being able to serve the geriatric population is an honor and there is no other career I would rather be in. My goal is to make sure our seniors have a voice. I take pride in advocating for individuals when they find themselves in a situation they are unsure of and need guidance.
 

My background includes providing care in senior living communities such as Independent Living, Assisted Living, and Memory care communities. I have trained in Woundcare and Hyperbaric Medicine, acute care rehab, home health, hospice, skilled nursing, and in home care. I have a BA in Business Management from Texas Tech University...Go Red Raiders.
 

I know that no single approach or plan is right for every senior, and so I have taken my own experiences in a range of modalities and trades to help improve continuity and continuum of care. My goal is to make sure every senior I come in contact with understands that I support them and will make sure they get the best care possible.  

Holistic Wellness and CBD

Speakers:

Debbie Beatty

Debbie Beatty is the founder of Professional Nurse Partners and My Nurse Wellness Coach. She is a registered nurse, certified care manager, and clinical nutrition consultant. Debbie is a clinical nurse educator and has spent over 19 years in clinical practice. Over the course of her career, Debbie has had the privilege of serving in a corporate regional role as clinical nurse educator for several pharmaceutical companies, home health and palliative care.  Debbie is passionate about community health promotion and volunteers with Alzheimer’s Association, Coalition for Compassionate Care and other community organizations. Debbie’s combination of clinical education and experience provides a strong foundation for the kind of holistic approach to her clients that Debbie feels is critical to good patient care – holistic care that considers not only the physical and nutritional aspects of her client’s illness, but the emotional and spiritual aspects as well. She believes that healing and wholeness are matters of body, mind, and spirit. 

Debbie believes in building a long lasting and trusting relationship with her clients. She seeks to acquire a comprehensive evaluation of every patient by taking time to listen and understand their needs. Her true desire is to enhance a positive healing experience and confidence to those in need.

Debbie is working towards her board certification in Holistic Nursing.  She is a member of The American Holistic Nursing Association, National Association of Nutrition Professionals, Cannabis Nurse Network and Aging Life Care Association.

Alice Neff

 My main interest has always been how as a healthcare professional, I could better educate people on preventative measures they can take to living a healthy and fulfilling lifestyle. With a bachelor’s degree in Public Health and Nutrition, I was able to explore the important relationship between nutrition and traditional medicine and learn how these complement each other. I am so grateful to have the opportunity to improve lives of those in need, share my knowledge of health and wellness with the community, and never stop learning. 

MEMORIAL DAY - NO WEBINAR!

Stop Stalling and Get Your Estate Planning in Order!

Speakers:

Kay Lively, Attorney and Counselor at Law

 Kay Lively practices law, enjoying her fourth career.  Besides teaching elementary school (100 years ago), she taught international cooking at an Arizona college, and she owned and operated a bed and breakfast near Sedona. But it was her role as birth mother to one child and adoptive mother to four others that motivated her to become an attorney.  Lively specializes in Estate Planning, including Wills, Trusts, and Probate.  She finds that her clients appreciate an attorney with so much life experience.  "I got a chance to turn into a human being before becoming a lawyer," she says.  Her tagline, “Wills Written At Your Kitchen Table”, reflects an extra service she offers. 

Aging in Place and Staying Put

Speakers:

Ray J. Daniel - Fairway Independent Mortgage

Ray “Reverse Ray J” Daniel is a native Texan with 40+ years of Mortgage Banking experience. He has been focused on Reverse Mortgage Loans for the past 5 years. Ray enjoys helping Seniors to realize their dreams in Retirement. He graduated from The University of Texas at Austin with a BA and got his Law Degree from the University at Houston Bates College of Law. He is the former President of the Texas Mortgage Banker’s Association. 

Cyndi Cummings -  

REALTOR®, Broker Associate

Cyndi Cummings of The Cummings Home Team specializes in helping older adults (those 55+), senior citizens, and their caregiver families navigate the unique challenges that face boomers and seniors when they contemplate a late-in-life move. The financial, emotional, and logistical issues faced by older adults are unique and demand a specially-trained real estate agent who understands the complexities of such a move.

Cyndi has undergone a rigorous course of training and continuing education to achieve the exclusive designation of Certified Senior Housing Professional (CSHP) and Certified Senior Downsizing Coach, from The Seniors Real Estate Institute and Senior Real Estate Specialist® (SRES) from the National Association of Realtors. Her passion for serving this unique demographic has lead Cyndi to serve as a master trainer, conducting classes for other real estate agents interested in earning these designations.

Additionally, Cyndi is a community leader, having brought together businesses and non-profits to form the Austin Senior Resource Alliance, LT Senior Services, and Turnkey Transitions, which all serve the needs of seniors in the area.  In addition, Cyndi sits on the Board of Directors for AustinUP and Drive A Senior.

The Cummings Home Team brings all of this expertise together to provide specialized, compassionate service to their Real Estate clients.

Julie Latson - Care Manager, Accountable Aging

Julie Latson, MHA has spent the last 16 years working with seniors and their families, helping them navigate the healthcare system. She graduated from Sam Houston State University with a Bachelor’s degree in Sociology, and completed her Master of Healthcare Administration at Texas State University. A Texas native, Julie’s introduction to healthcare came when she served as Patient Advocate at M.D. Anderson Cancer Center in Houston. With the desire to return to Austin, the bulk of Julie’s experience has been in Austin’s senior living market. She has worked in independent living, assisted living, memory care and skilled nursing both in operations and sales roles. Julie’s passion for helping families connect with resources stems from her own family’s need for such help. Her grandmother battled Alzheimer’s disease for 10+ years, which highlighted the necessity for coordination of care from a holistic perspective. When not working, Julie enjoys spending time with her husband and two young, rambunctious boys. 

Communicating with Your Adult Children

Speakers:

Ariel Goward - Texas Family Services 

Ariel knew early on that she enjoyed working with seniors and helping others. She received her undergraduate degree in Social Work from Georgia State University. While working on her degree she also received a Certificate in Gerontology. After graduating, Ariel went to The University of Georgia where she earned her Masters of Social Work degree. After beginning her Social Work career in Atlanta, Georgia, Ariel relocated to Austin. She began working for a hospice and home health company.

In 2013 Ariel founded Senior Services of Austin which specializes in Geriatric Care Management services. In 2013 Ariel’s grandfather’s illness found her helping to navigate the complexities of his care. The guidance she provided in managing long-term care insurance, private caregivers, and the medical professionals helped to alleviate family stress. Throughout this personal experience, Ariel recognized how important case management services are to seniors and their families.

Carlye Levine,  LCSW, C-ASWCM 

Carlye Levine is the Clinical Director at Austin Vitality Counseling. She received her BSW from The University of Texas at Austin and her MSSW from Columbia University in the city of New York. She is a member of NASW (National Association of Social Workers), Vice President of GASW (Greater Austin Social Workers), and is VP of Parent Reps and Volunteers at Balcones Youth Sports.

Following graduate school, I began my career supporting families during end of life in Hospice and Palliative Care. I focused on grief and loss for seven years. I often heard from families, "if only you knew Mom/Dad when...." and decided that I wanted to work with older adults to help them with the process of aging. I began working as a Geriatric Care Manager, and earned my clinical license while focusing on providing psychotherapy to older adults. I was fascinated by the stories of simpler times and the amazing adventures that people had. I have always focused on aging in place and recognize that the transition into retirement is not always a smooth one. It is my goal to provide support during difficult transitions and to shift the focus on maintaining a vibrant and vital life, no matter what age.  

Activities to Keep You Young

About the Topic:

 Activities To Keep You Young: Mentally, Creatively, Physically.   

RECORD YOUR LIFE STORY using any smartphone. By Seniors Historian Brian Hill.   Do it yourself, or have someone record it for you, making a video phone call to your home.   

Brian’s 3 popular types of video.   

1. LIFE STORY VIDEO. Your favorite stories, recorded for future generations.  2. TRIBUTE VIDEO. About a loved one who has passed.  

3. THANK YOU VIDEO. For a caregiver or caregivers.   

SENIORS PAINTING. Ed Lynch 

1. How to start.  

2. What paints to buy. 

3. Where to go to get advice.   

SENIORS HIKING/CYCLING. Dennis Lanning.  Former biking tour guide in Europe. Leader of meetup Sierra club hiking.  

1. Gear to buy.  

2. Where to start. 

 3. Austin’s best cycling hiking.  

Speakers:

Brian Hill

Seniors Historian. He discusses the 3 tops seniors gifts for others.  

1. YOUR LIFE STORY VIDEO, your favorite stories captured for future generations. 

2. TRIBUTE VIDEO remembrances about a loved one who has passed. 

3. THANK YOU VIDEO for caregiver or caregivers. 

Brian records all interviews remotely, without coming to you. He uses a video phone all call over a seniors smartphone. Brian then asks a list of questions, chosen by the seniors in advance. 

A great tool for alzheimer’s patients like a picture book on video. 

See examples at www.BrianHillOnline.com

Brian supports the Oral History Institute at Baylor University. 

Ed Lynch

Member Lakeway Painters. Advice on how to start and what paints, brushes and materials to buy. Where to get advice. 

See Lakeway Painters article in the Austin Statesman....

https://www.statesman.com/news/20181115/lakeway-painters-host-art-exhibit-sale?template=ampart

Dennis Lanning

Sierra club and meetup hike leader and avid senior cyclist, leader of cycling trips to Europe. 

See Lecture on hiking across England Austin Statesman... 

https://www.meetup.com/Austin-Sierra-Club-Outings/events/236486904/

Social Security and Medicare Planning

 About The Topic:

When should you take your social security? When do you need to get on Medicare? A Public Affairs Specialist for the Social Security Administration, will talk about your options. Meet a Medicare Superwoman, will be clearing up the confusion about Part A, B, C and D of Medicare and how to avoid penalties. 

This Month's Speakers:

Michelle Feibus, Medicare Superwoman

Michelle Feibus is the Medicare superwoman. She specializes in Medicare planning and assists people over 65 throughout Central Texas. Michelle is well-versed in the Medicare "gotchas" and provides tips for a smooth health care transition. Medicare planning is Michelle's retirement "job." In addition to helping with Medicare, she is a volunteer for the Financial Literacy Coalition of Central Texas and has coordinated the Dave Ramsey Financial Peace University class. She entered the insurance industry after her father was diagnosed with Alzheimer's disease and she saw first-hand the importance of obtaining long term care and term insurance.Michelle holds a B.A. from Rutgers University and enjoys traveling, painting and pickleball in her spare time. 

Valery Maercklein, Public Affairs Specialist for Social Security Adminstration

Valery Maercklein serves as the Public Affairs Specialist for the Dallas Region of the Social Security Administration.  In this capacity, she specializes in outreach efforts for Retirement, Medicare and Social Security Disability.  Her home office is in Austin and her service area includes several cities in Central Texas such as Georgetown, Round Rock, Pflugerville, Elgin and Bastrop.  

Valery started her federal career in the U.S. Air Force where she was a Radar Technician on the AWACS Aircraft.  After her four year commitment, she returned to Austin to finish her Bachelors Degree in the field of Business Management.  She attended Saint Edward’s University and was awarded with the honor of Summa Cum Laude in her graduating class.  After graduation, she decided to continue her federal service with a short stay at the IRS and an eventual transition to the Social Security Administration in the Fall of 2003.

Downsizing, Rightsizing & Simplifying

About The Topic:

The most commonly used word to describe the downsizing process is “overwhelm.” In fact, many people find themselves paralyzed by even the idea of moving to a smaller or more manageable space.

The good news is that there are people, strategies, and services that can make the downsizing process much simpler and far more manageable! Here are just a few of the questions we will answer at this month’s seminar:

Where do I begin?

Should I sell my house or move first?

What do I do with all the extra “stuff?”

Who is available to help and how much will it cost?

How long should it take to go through my things before moving?

What will my home sell for and how long will it take?

What are the costs associated with moving?

If you are considering a move today, a year from now, or anytime in your future, this seminar is designed to help remove the overwhelm and inspire you to take action — even if it’s just a small action!

Join us and we will share with you the secret to ‘eating the elephant’ one bite at a time! 

This Month's Speakers:

Cyndi Cummings -  

REALTOR®, Broker Associate

Cyndi Cummings of The Cummings Home Team specializes in helping older adults (those 55+), senior citizens, and their caregiver families navigate the unique challenges that face boomers and seniors when they contemplate a late-in-life move. The financial, emotional, and logistical issues faced by older adults are unique and demand a specially-trained real estate agent who understands the complexities of such a move.

Cyndi has undergone a rigorous course of training and continuing education to achieve the exclusive designation of Certified Senior Housing Professional (CSHP) and Certified Senior Downsizing Coach, from The Seniors Real Estate Institute and Senior Real Estate Specialist® (SRES) from the National Association of Realtors. Her passion for serving this unique demographic has lead Cyndi to serve as a master trainer, conducting classes for other real estate agents interested in earning these designations.

Additionally, Cyndi is a community leader, having brought together businesses and non-profits to form the Austin Senior Resource Alliance, LT Senior Services, and Turnkey Transitions, which all serve the needs of seniors in the area.  In addition, Cyndi sits on the Board of Directors for AustinUP and Drive A Senior.

The Cummings Home Team brings all of this expertise together to provide specialized, compassionate service to their Real Estate clients.

Doctor Talk

About The Topic:

This month's webinar will feature Dr. Purtle from WellMed.  The topic will be on Dementia. 

This Month's Speaker:

David L. Purtle, MD 

Board Certified Family Medicine Fellowship-trained in Geriatric Medicine

David L. Purtle, MD earned his bachelor’s degree in Microbiology at Texas Tech University in Lubbock, Texas. He then earned his medical degree from Texas Tech University Health Sciences Center. Dr. Purtle completed a residency and fellowship at Christus Spohn Family Medicine Residency Program in Corpus Christi, Texas. 

Dr. Purtle is dedicated to providing the best patient experience for our patients. This includes a personalized approach to your medical care and providing you with the education and preventive tools you need to improve your health and well-being. 

Medicare Changes for 2021

About The Topic:

 Annually, the Centers for Medicare & Medicaid Services (CMS) releases premiums, deductibles, and coinsurance amounts for Medicare Part A and Part B programs – these rates are adjusted according to the Social Security Act.  CMS is committed to empowering beneficiaries with the information they need to make informed decisions about their Medicare coverage options.  Learn about the changes for 2021. 

This Month's Speakers:

Scott Gidley, Founder and President, Charitable Financial Partners

A long-term resident of Lakeway, Scott Gidley has actively supported our community by serving on boards and task force committees; by fundraising for scholarships, teacher grants, LTISD organizations, and youth sports; by volunteering with several local non-profit organizations; and by coaching, refereeing, and umpiring LTYA sports.

Scott’s wife, Beth, is a banker with Independent Bank in Lakeway. His two daughters attended and graduated from LTHS, and both are now teachers in LTISD. Scott enjoys the diverse lifestyle opportunities of our Lakeway / Lake Travis communities, and he enjoys walking his grand dogs in our beautiful parks.

With over 30 years of experience in financial services, Scott Gidley is the founder and President of Charitable Financial Partners, a local financial firm that provides objective and independent Medicare insurance planning advice as well as comprehensive wealth management services. Annually, Scott supports several local charitable organizations.

Discounts Available to Seniors

About The Topic:

Now that you receiving notifications from AARP asking you to become a member it is time for you to find out about all the deals and discounts available to you.

Come and spend 90 minutes with us while a panel of experts help you understand what deals are out there and how you can qualify to receive them! From coffee to medical equipment and more!

This Month's Speakers:

Karen Ballinger, Lake Travis Community Library

 Karen Ballinger has lived in the Austin area for 20 years and has been working for the Lake Travis Community Library for the past four years. She can generally be found on the library bookmobile, making deliveries to assisted living facilities or currently checking out reserved items to patrons as part of the bookmobile reserve pick up service. She's been a long supporter of libraries because of their best discount, free items! (as long as you return them) 

Debi Douglass, Oasis Senior Advisors

 I work with John Brown at Oasis Senior Advisors and have several years of experience in senior housing, hospice and memory care/dementia. I have also done volunteer work with veterans for the past few years as well.  

Cyndi Cummings, Turnkey Transitions® and The Cummings Home Team at Realty Austin

Cyndi Cummings of The Cummings Home Team specializes in helping older adults (those 55+), senior citizens, and their caregiver families navigate the unique challenges that face boomers and seniors when they contemplate a late-in-life move. The financial, emotional, and logistical issues faced by older adults are unique and demand a specially-trained real estate agent who understands the complexities of such a move.

Cyndi has undergone a rigorous course of training and continuing education to achieve the exclusive designation of Certified Senior Housing Professional (CSHP) and Certified Senior Downsizing Coach, from The Seniors Real Estate Institute and Senior Real Estate Specialist® (SRES) from the National Association of Realtors. Her passion for serving this unique demographic has lead Cyndi to serve as a master trainer, conducting classes for other real estate agents interested in earning these designations.

Additionally, Cyndi is a community leader, having brought together businesses and non-profits to form the Austin Senior Resource Alliance, LT Senior Services, and Turnkey Transitions®, which all serve the needs of seniors in the area.  In addition, Cyndi sits on the Board of Directors for AustinUP and Drive A Senior.

The Cummings Home Team brings all of this expertise together to provide specialized, compassionate service to their Real Estate clients.

Ann Maloley, Be Well MD

Ann is the Chief Strategy Officer for Be Well MD. Be Well MD provides in-home medical care exclusively to seniors. Be Well MD patients have unlimited access to the medical team upon request, in the convenience of their home. The mission is to support older adults in the aging process. 

Just recently the founder and medical director of Be Well MD opened Be Well Clinical Studies of which Ann serves as the Chief Strategy Officer. Be Well Clinical Studies is a medical research company designed for geriatric clinical trials. The team is focused on conditions affecting seniors. 

Prior to Be Well MD, Ann was a consultant to healthcare organizations across the country in the areas of practice development, physician communications and physician-hospital relationships. She did this for more than 12 years. She was recognized in the medical marketing industry for her innovative practice development strategies. 

Teresa Wolfe, Arbor Terrace Lakeway