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Expert Advice: Vero Beach Senior Living and Financial Planning

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The American Association of University Women (AAUW) Vero Beach branch is set to host an indispensable discussion event titled “Changing Seasons, Changing Spaces” on Saturday, November 15th, at 11:30 AM. This timely program is specifically designed to assist Vero Beach residents and those in Indian River County who are navigating the complex decisions surrounding senior living arrangements and financial planning during the “Fourth Quarter” of their lives.

The event, taking place at the Westminster Presbyterian Church located at 2555 58th Avenue in Vero Beach, promises to be an enlightening session, featuring two prominent local experts. Attendees will gain valuable insights into choosing the right retirement communities or care facilities and understanding the financial implications involved.

As many find the upkeep of a house or condo becoming challenging, or simply desire a change of pace where cooking and cleaning are handled by others, making informed decisions about future living spaces becomes paramount. This AAUW Vero Beach event will provide crucial guidance for these significant life transitions.

Leading the discussion will be Yvette Jenkin, Sales & Marketing Director of Heron Point, a respected retirement community. Ms. Jenkin will delve into critical considerations such as:

  • Identifying the optimal time to contemplate a move.
  • Exploring the various types of retirement communities available.
  • Understanding the differences between various care facilities.

Her expertise will help individuals and families better understand the landscape of senior living options in and around Vero Beach, ensuring choices align with personal preferences, lifestyle, and budget.

Complementing this, Anita Calabro, Senior Vice-President and Senior Trust Officer of Cypress Bank and Trust, will offer her extensive knowledge on the financial dimensions of these decisions. Her presentation will cover:

  • Key financial considerations for senior living.
  • Identifying available financial resources.
  • Essential questions to ask before committing to contracts.
  • Effective strategies for protecting personal assets.

Ms. Calabro’s insights are vital for ensuring that residents of Indian River County can navigate these financial waters with confidence and security, safeguarding their hard-earned wealth.

This educational program reflects AAUW-Vero Beach’s commitment to empowering women and the broader community through knowledge and advocacy. The organization is a 501(c)3 charitable entity, and all funds raised from this event directly contribute to providing scholarships for women and girls right here in Indian River County. By attending, participants not only gain valuable information for their own futures but also support the educational aspirations of local women and girls.

The cost to attend this invaluable seminar is $25. Interested individuals are encouraged to register promptly, as the deadline for registration and payment is November 10th. Reservations can be made easily by visiting the AAUW Vero Beach website at AAUWverobeach.org. This event is an exceptional opportunity for Vero Beach residents to proactively plan for their future, ensuring peace of mind and informed decisions regarding their changing seasons and spaces.

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