Jun 6,
Alissa Sauer
At Woodland Terrace, we hold the view that older adults are not concluding their life journey; they are embarking on a new one, one that warrants careful planning and adequate resources. That’s why we took pride in hosting “The Road Ahead: Mapping Your Later Life Journey,” an event rich in resources and driven by community efforts to empower older adults in confidently charting their next chapter.
Taking place on May 22 at Woodland Terrace independent living, the event attracted attendees from the Bothell region for an afternoon filled with expert knowledge and meaningful dialogue. Our aim? To assist residents and potential residents in eliminating uncertainty surrounding retirement planning, replacing it with assurance, clarity, and options.
Planning for What Matters Most: Key Takeaways from the Day
Our speakers addressed the entire path into retirement and beyond, segmenting it into four significant stages, with expert advice provided at each step.
Step 1: Get Ahead of the Game
Establishing goals. Crafting a financial blueprint. Considering what you truly desire from retirement. Guest speakers from Prevail Wealth Management, Monica Le and Amy Mutal, guided attendees in taking the initial step towards a future that embodies their values and aspirations.
Step 2: Timing is Everything
When is the ideal moment to retire? What should I know about Social Security and Medicare? David Carvalho — better known as “My SS Guy” — simplified these significant inquiries, providing straightforward, insider wisdom drawn from his two decades with the Social Security Administration.
Step 3: Lighten the Load
From downsizing to selling your house, relocating can seem like a daunting task. Yet with the appropriate support, it can be a seamless experience. Our real estate and relocation specialists guided guests on how to streamline the process while enhancing comfort and returns.
Step 4: Purposeful Living
Planning for lasting well-being encompasses more than just estate documents and care plans (although we discussed those as well!). It involves maintaining connections, making informed choices, and discovering a home that nurtures your health and happiness, like Woodland Terrace.
Your Trusted Resource for Today and Tomorrow
We organize events like The Road Ahead to act as a reliable resource for older adults and their families since retirement planning is not merely about making choices, it’s about uncovering opportunities.
“I always wish I did it sooner!” – Mary F.
“Having trusted experts is the only way to understand how far your finances will stretch!” – Jim M.
Today’s senior living represents choice, connection, and convenience. Whether you seek a vibrant social atmosphere, relief from home upkeep, or assurance for what lies ahead, Woodland Terrace is here to assist you in getting ready for the life you envision — on your terms.
Contact us to discover more and arrange your visit.