2018 Fall Conference & Resource Fair
SECURING YOUR FUTURE — HOME, LEGAL, FINANCIAL
MONDAY, NOVEMBER 12TH, 8:30 a.m.–1:00 p.m.
Downsizing: From Chaos to Calm
Learn how to get profitable solutions to your families’ excess possessions by utilizing the auction, estate sale, consignment, online selling, donation, and dispersal process. Learn how to efficiently downsize by handling small details such as measuring how many hangers of clothing will fit. Learn how to transition prized possessions and memories from a larger home to a new environment. Families can experience emotional and stressful times while downsizing. Learn how to create order in a chaotic environment while reducing your stress and your moving bill!
As a Senior Move Manager,John and Walsh Senior Solutions helps families in NJ and Southeastern Pennsylvania to efficiently downsize, declutter, and move as they transition to a new home, a 55+ active adult community, or to a senior living community. From floor planning to transporting items to consignment and donation, Walsh Senior Solutions provides a full suite of services to overwhelmed parents and unburdens their busy adult children.
Estate Planning for the Second Half of Life
Fiona Van Dyck, Esquire will educate participants on the legal documents and financial strategies that help prepare for retirement and beyond. Learn what you need to know before a crisis arises to help protect yourself, your family and your finances in the second half of life.
Fiona strives to offer her clients exceptional legal representation and allay any fears they may have hiring an attorney. She works one-on-one with her clients to provide adept legal services that are responsive to her client’s needs by taking the time to get to know each client and understand their personal situation and the goals they endeavor to achieve. Fiona has a Juris Doctorate from Rutgers University School of Law and a Master of Laws from The University of London. She serves as the instructor for the NJ Attorney General’s Advocacy Institute on the topics of estate planning, estate administration and elder law. She is an accredited Veterans Administration attorney and a member of the National Academy of Elder Law Attorney, WealthCouncel, and ElderCouncel.
Home Adaptations for Aging in Place (Home Workshop #1)
In this session, a certified aging in place specialist and registered occupational therapist will discuss home modifications to meet the needs of one’s changing, aging body. Come learn how to make simple changes to make life easier, and learn how to match your individual needs to your environment, ensuring that your home is adapted to all of your needs and wants as you age in place.
Holly L. Hardaway is a licensed and registered occupational therapist, as designated by the National Board for the Certification of Occupational Therapy. She received her degree in occupational therapy from Elizabethtown College in Elizabethtown, PA. Holly is a Certified Aging in Place Specialist (CAPS) through the National Association of Home Builders and a Certified Assisted Living Administrator (CALA) as designated by the New Jersey Department of Health and Senior Services. She has practiced in the area of adult rehabilitation for more than 30 years and has expertise in aging in place, home care, neurological rehabilitation, and home modifications; and is certified to deliver the evidence-based Skills2Care™ program for caregivers of people with dementia by Jefferson Elder Care.
Home: Adapt It and Love It (Home Workshop #2)
This workshop will cover the spectrum of universal design to enable you to remain in your home safely, independently, and comfortably, regardless of your age, income, or ability level. We believe that with careful planning and innovative home modifications, we can make it possible for you to maintain your independence and remain where you are most comfortable — in your home.
Jim Baxter is a Certified Aging in Place Specialist (CAPS) and a CAPS Certified Contractor. A professional remodeling contractor, Jim specializes in making modifications that support aging in place, including installing ADA showers and stair lifts and modifying both indoor and outdoor living spaces. He and his employees are award-winning craftsmen who handle the most demanding projects, including LEED construction and historic restoration. They are well known for their skill and attention to detail.
Linda Madani has been a full service interior designer for over 30 years, including 25 years as the owner of Madani Interiors, an interior design company. She is a Princeton area expert in the field of Aging In Place and speaks publicly on the subject. Her knowledge of ADA and design principles that are specifically adapted to the needs of seniors has made her a leader in her community in this burgeoning field.
Lisa Tobias has been designing award-winning kitchens and bathrooms in the Princeton area for 14 years. She has been involved with seniors in some capacity since the age of 16 and has served for the past 25 years on the board of directors of Greenwood House, an organization that provides the full spectrum of senior care from assisted living to critical care nursing. She became a Certified Living in Place Specialist (CAPS) more recently and is an ardent believer in applying Universal Design techniques that allow people to live independently and safely where they want to be the most — at home.
How Tax Changes Can Affect Your Financial Plan
Participants will learn how to apply recent changes in federal and state tax laws to homeownership and charitable giving. We will also review changes affecting individual taxpayers, including rate changes, real estate tax and mortgage deductions, and standard deductions. We will also discuss changes to charitable donation strategy as a result of recent changes to the tax laws and review the tax implication on sale of personal residences, both primary and secondary.
Joseph C. Maida, CPA, MBS, CGMA, is the managing member of the regional accounting firm Maida Mackler, LLC. (mmcpa.com) He practices primarily in the areas of closely held business tax planning and compliance; financial statement assurance services, personal financial planning, and wealth management.
Maximizing Your Homecare Dollars
This session will provide an understanding of the costs associated with caring for a loved one at home and offer creative strategies for maximizing your home care dollars. This workshop will review:
• How to assess your loved one’s care needs, home care services required, and associated cost
• What home care services are reimbursed by insurance or require private pay
• How to develop an effective Plan of Care that maximizes your home care dollars
Liz Charbonneau is a Certified Senior Advisor and owner of Homewatch CareGivers in Princeton.
Real Estate: To Sell or Not to Sell
This workshop will include the following topics:
• Determining the team to help you in making your decision.
• What things to consider if you are staying in your home and what things to consider if you are moving.
• Preparing your home to present on the market or just downsizing your possessions.
• Gathering the network who will guide you.
Jacquelyn Stockman is originally from the Philadelphia area and has lived in Mercer County since 1976. She has 33 years of real estate experience, spending 23 years of her career at Berkshire Hathaway Home Services Fox & Roach Realtors in Princeton. Prior to real estate, Jacquelyn was a buyer for Dunham’s Department store.