The Triangle's Care Consultants for the Aging  


This event focuses on educating seniors and their families on the different aspects of getting older and the services available. From downsizing for senior living to financial planning, from legal information to safety and living well at home, there is useful information for everyone at this workshop.

Download a PDF Flyer for this event!                      Pre-Register Now for only $10!

See Jim Trull on My Carolina Today discuss
The New Path to Aging workshop.

Schedule of Events:

Event Registration: 8:00 - 8:45 am

Keynote Speaker:
9:00 – 9:50 am

Caroline Farmer, Deputy Director,
NC Attorney General’s Office discusses
Identity Theft, Scams & How to Protect Yourself

Session 1
10:00 – 10:50 am
(pick one of these three sessions to attend)

The Upside to Downsizing presented by Morgan Lamphere, Searstone
Morgan Lamphere, a local expert in senior living, will discuss different options for seniors who are thinking of a future move.

Paring Down and Moving Up presented by Peg Guild, Assisted Moving
If even the thought of moving causes you to worry about letting go of your treasures, then maybe it’s time to get some fresh ideas about “rightsizing.” Learn the techniques used by move managers, who help their clients keep what’s important and re-purpose the rest.

The Most Common Mistakes Retirees Make with Their Money, and
How to Avoid Them
presented by Jim Trull, Keystone Financial Partners
Jim Trull, AIF®, CFP®, a 30-year veteran of the financial services industry, will share some of the most common investment, estate, and tax mistakes that he has seen during his career and he will share strategies of how to avoid them.

The Nurse’s Guide to Healthy Aging presented by Jennifer & Diane Halloran, Everybody Needs a Nurse LLC
Diane Halloran, RN, MPH, and Jennifer Halloran, PhD, share stories from the front lines of the health care system along with advice and ideas on how you can stay mentally and physically healthy as you age.

Session 2
11:00 – 11:50 am
(pick one of these three sessions to attend)

Guardianship: What It Is, What It Isn’t, and How to Avoid It presented by Heather Joyner,Aging Family Services
Heather Joyner works with Aging Family Services, Inc., an expert on guardianship in Wake County.

What are Advanced Directives and How Do They Fit into a Long-Term Care Plan? presented by Greg Wallace, Monroe Wallace Law Group
Greg Wallace, an expert on elder care law, explains how advanced directives fit into your long-term care plan.

Navigating Hard Choices on the Final Journey presented by Mark Philbrick, Hospice of Wake County
Mark Philbreck, RN, MSN, FNP, explains the services and benefits of home health, hospice and palliative care and how to know when to choose what.

Session 3
12:00 – 12:50 am
(pick one of these three sessions to attend)

Optimal Aging: Using the Six Dimensions of Wellness in Evaluating the Older Adult presented by Carol Cummings, Brookdale Senior Living
Carol Cummings of Brooksale Senior Living shares an Optimal Aging presentation designed to promote Aging Strong and Healthy for people of all ages and abilities.

Reverse Mortgages: A New Perspective presented by Lance Canada, Wells Fargo
Reverse mortgage expert, Lance Canada will discuss options for providing a secure income for seniors’ needs.

Mobility and Accessibility Answers: At Home and Beyond presented by Bonnie Yarsin, Stalls Medical Inc.
Find out about the latest and best technology that allows seniors and people with disabilities to live at home in comfort and safety.

Fall Prevention for Better Well Being presented by Prashant Solbert, CareFirst Physical Therapy
Learn about the top reasons for falls in seniors and how to prevent them through physical and occupational therapy.

Educational Exhibit Hall Open: 8:00 am — 1:00 pm

Light refreshments will be provided between sessions.

Pre-Register for only $10! Admission will be $15 at the door.

Click here to pre-register for this event!






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