Crucial Conversations: Your 360-Degree Life Plan

Welcome to "Crucial Conversations: Your 360-Degree Life Plan," the first in a six-part "Advocacy in Aging" series that empowers individuals to age gracefully and abundantly.
This series supports the proven principle that individuals who are informed, empowered, and actively engaged in managing their health and life plans are more likely to experience better health outcomes, receive higher-quality care, and enjoy a dignified end-of-life experience.
In this first session in the series, we will address how individuals can open lines of discussion and dialogue between family members and provide a guide for those planning their affairs independently.
The "Advocacy in Aging" series is hosted by Paige Brettle (wealth management, tax, and estate professional), Corina Stainsby (realtor and downsizing specialist working with the 55+ market), Deb Burnstein (mortgage and financing expert), and Rowena List (professional organizer), invites individuals to gain practical insights from credentialed professionals.

We look forward to welcoming you to this empowering workshop series.
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Agenda

Each two-hour session in the series encourages participants to base their involvement on individual needs and schedules. As such, the series can be attended as standalone education or as an interconnected solution.

This session includes:

2:00 pm: Welcome Greetings

2:30 pm: Expert Presentation: A one-hour deep dive into Your 360-Degree Life Plan

3:30 pm - 4 pm: Live Q&A: An interactive segment where participants can ask any of the hosting professionals questions that will help them design their 360 Life Plan
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Over the six-part "Advocacy in Aging" series, participants will:

• Develop a Holistic Life Plan: Gain a framework to create or refine a comprehensive "360-Degree Life Plan" that aligns with personal values, vision, and goals.
  
• Learn from Experts: Access insights from professionals specializing in wealth management, real estate, financial planning, and personal organization.
  
• Simplify Complex Topics: Break down critical aspects of aging—financial planning, legal preparedness, estate organization, and more—into actionable steps.
  
• Foster Family Discussions: Learn how to open meaningful conversations about aging, health, and end-of-life wishes with loved ones.
  
• Clarify Legal and Financial Documents: Understand essential documents like Wills, Powers of Attorney, and Representation Agreements to safeguard wishes and ensure peace of mind.
  
• Prepare for Transitions: Develop strategies for personal care and financial management transitions to maintain dignity and independence.
  
• Receive Practical Tools and Resources: Leave each session with actionable takeaways, planning tools, and access to resources tailored for proactive aging.
  
• Participate in an Interactive Learning Environment: Engage in live Q&A sessions to address specific concerns and connect with professionals and peers in a supportive setting.
  
• Gain Empowerment and Clarity: Reduce stress and uncertainty by navigating the aging process with confidence and a clear roadmap.
  
• Achieve Peace of Mind: Ensure your life plan reflects your priorities and guides yourself and your loved ones.

This workshop is your next step toward a well-prepared and fulfilling journey through life’s later stages.

Host or Publisher Paige Brettle