Senior Truth Series

Downsizing, Rightsizing and Simplifying
2025-07-23 10:00 - 11:30 (America/Chicago)
Time & Location
Jul 23, 2025, 10:00 AM – 11:30 AM
Tomahawk Ridge Community Center, 11902 Lowell Ave, Overland Park, KS 66213, USA
About the event
The most commonly used word to describe the downsizing process is “overwhelm.” In fact, many people find themselves paralyzed by even the idea of moving to a smaller or more manageable space.
The good news is that there are people, strategies, and services that can make the downsizing process much simpler and far more manageable!
Here are just a few of the questions we answer at this month’s seminar:

Where do I begin?
Should I sell my house or move first?
What do I do with all the extra “stuff”?
Who is available to help and how much will it cost?
How long should it take to go through my things before moving?
What is the value of household items?
What will my home sell for and how long will it take?
What are the costs associated with moving?

If you are considering a move today, a year from now, or anytime in your future, this seminar is designed to help remove the overwhelm and inspire you to take action – even if it’s just a small action!

July 2025: Downsizing, Rightsizing & Simplifying
2025-07-01 08:00 - 17:00
Downsizing, Rightsizing, and Simplifying
Letting go of “stuff” can be emotional—but it can also be freeing. In this Senior Truth Series seminar, we explored the real-life process of downsizing and simplifying your home, especially when planning a move. Whether you’re making a change now or simply preparing for the future, it’s never too early to start asking: Do I really want to take this with me?
Hosted by Julie Spaulding, this seminar features insights from Cooper Rowe with New Leaf Move Management and Maija Diethelm, professional organizer and creator of The Maija Method and Julie Spaulding, a Downsizing Coach and Real Estate Specialist. Together, they shared smart strategies, heartfelt stories, and a little humor to help people of all ages feel empowered to take the next step.
If you’ve ever looked at your basement, garage, or attic and thought “Where do I even start?”—this one’s for you.
🔑 In this video, you’ll learn:

How to begin the downsizing process without feeling overwhelmed
Why rightsizing might be a better mindset than downsizing
The top 3 questions to ask when sorting your belongings
What a move manager actually does—and how they can save you time, money, and stress
How to handle keepsakes and family heirlooms with less guilt
Where to donate, sell, or recycle items you no longer need

📣 Expert Panelists

Cooper Rowe, New Leaf Move Management. A certified move manager, Cooper works closely with older adults and their families to make transitions smooth and respectful. From sorting and packing to setting up the new home, he explains how his team removes stress from the moving equation.
Maija Diethelm, Professional Organizer. Maija brings her unique “Maija Method” to organizing—one that combines coaching, encouragement, and structure to help clients simplify their lives. She offers clear tips on when to let go, how to reframe guilt, and why living with less can feel like so much more.
Julie Spaulding, Downsizing Coach & Real Estate Expert. In addition to hosting the Senior Truth Series, Julie shares real estate insights and practical advice from her years of helping older adults rightsize their homes. Her “10-Steps to Downsizing” worksheet is a great starting point for anyone considering their next move.

✨ Highlights & Insights
💡 Downsizing is Personal and Emotional Letting go isn’t just about clutter—it’s about memories, identity, and honoring your past while preparing for your future. The panelists encouraged attendees to take it slow, celebrate small wins, and ask for help when needed.
🧹 Organizing Improves Safety and Peace of Mind From clearing paths to reduce fall risks to rethinking how items are stored, Maija reminded us that organizing isn’t about perfection—it’s about living more safely and comfortably in your space.
📦 Move Management Offers More Than Moving Cooper shared stories of clients who were amazed at how much smoother a transition can be when someone else handles the details—from sorting to packing to coordinating estate sales or donations.
🕰️ Early Planning = Less Stress The recommendation to start 6–12 months before a potential move allows for thoughtful decision-making instead of panic purging. It also gives time to involve family, explore options, and emotionally process the change.
📽️ Memory Preservation Can Be Digital Not everything has to be kept in its original form. The Johnson County Memory Lab allows people to convert boxes of memories into digital archives—keeping the meaning without the clutter.
🧰 Helpful Tools & Local Resources
Attendees received handouts that included:

A Step-by-Step Downsizing Plan
The “Stay or Move” Self-Assessment Tool
A Kansas City Resource Guide listing donation centers, senior-friendly handyman services, shredding events, recycling options, and more

Want copies? Request the handouts here or reach out to Julie directly.
💬 “You don’t have to do it all at once. But you do need to start.” — Maija Diethelm

📺 Watch the full seminar on YouTube: Downsizing, Rightsizing, and Simplifying | Senior Truth Series
Visit www.SeniorTruthSeries.com for upcoming topics, dates, and past replays.

Planning Ahead: Housing, Advocacy & Financial Tools
2025-06-25 10:00 - 11:30
Time & Location
Jun 25, 2025, 10:00 AM – 11:30 AM
Tomahawk Ridge Community Center, 11902 Lowell Ave, Overland Park, KS 66213, USA
About the event
Your home is more than where you live—it’s one of your greatest financial tools.
Planning for the future isn’t just about finances—it’s about peace of mind, independence, and knowing your options. Whether you’re looking to stay in your home, explore how your home equity can work for you, or simply understand the support systems available to you or a loved one, this seminar brings together practical tools and real-life guidance.
Join our panel of professionals as we explore:

Ways to access the equity in your home to support your retirement goals
Advocacy resources and guidance for navigating home care decisions
Actionable steps to make confident, informed decisions for the years ahead

This seminar is ideal for older adults, adult children, and anyone looking to prepare for a strong, secure future at home.

June 2025: Unlocking Home Equity & Support Systems for Aging in Place
2025-06-01 08:00 - 17:00
Unlocking Home Equity & Support Systems for Aging in Place
Wondering how to stay in your home longer—safely, comfortably, and financially secure? In this June Senior Truth Series seminar, we explore how your home can be one of your most powerful financial tools. Experts in mortgage lending, elder law, senior advocacy, and real estate share practical strategies to help you or your loved ones age in place with confidence.
Whether you’re trying to understand reverse mortgages, looking for trusted professionals to support your aging journey, or needing guidance on estate planning and caregiving resources, this discussion is packed with value. You’ll walk away feeling more prepared, more empowered, and more connected.
This conversation was real, refreshing, and full of expert insight. If you’re thinking about what the future might look like—whether for you or someone you love—this is a must-watch session.
🔑 In this video, you’ll learn:

The differences between cash-out refinancing, HELOCs, and reverse mortgages
Why reverse mortgages are safer than many people realize
How to decide if aging in place is right for you
The role of senior advocates when family isn’t nearby
When home repairs are worth the investment
How to avoid predatory financial and healthcare practices
Why estate planning is essential (and where to start)
Where to find trusted help for caregiving and placement options

📣 Expert Panelists

Lee Smith with Fairway Mortgage is a reverse mortgage specialist who helps seniors understand and access their home equity as a financial resource. His clear explanations and myth-busting approach help older adults make informed, confident decisions about aging in place.
Christina Wilkins is the COO of Advocates for Seniors, where she and her team serve as professional healthcare and financial advocates for older adults. She provides trusted support when family isn’t nearby, helping seniors navigate decisions with dignity and security.

💡 Key Takeaways:
🏡 Home Equity as a Financial Resource Your home isn’t just where you live—it may also be your greatest asset. Learn how options like reverse mortgages, HELOCs, and refinancing can help fund your retirement or care needs while allowing you to stay put.
🛡️ Reverse Mortgages Demystified Still unsure about reverse mortgages? Get clarity around common misconceptions. These loans are federally insured, require no monthly payments, and ensure you never owe more than your home’s value.
👩‍⚖️ Professional Advocacy: A “Family” When You Need One If your loved ones are far away, professionals like those at Advocates for Seniors can step in to help manage medical decisions, finances, and more—offering peace of mind for everyone involved.
📜 Estate Planning Isn’t Just for the Wealthy Having a power of attorney, a will, and a clear estate plan protects your wishes and eases future transitions for your family. Start planning today, even if you think it’s “too early.”
🚫 Avoiding Scams and Misinformation Seniors are often targets for scams. This seminar covers what to watch for, how to verify professionals, and how to build a network of trusted advisors.
🤝 Caregiving & Placement Resources From in-home care to assisted living placement specialists, there are more options than ever for finding the right support—tailored to your preferences, budget, and lifestyle.
📺 Watch the full seminar on YouTube: Unlocking Home Equity & Support Systems for Aging in Place
Visit www.SeniorTruthSeries.com for upcoming topics, dates, and past replays.
📅 Next Seminar: July 23, 2025 – Downsizing, Rightsizing & Simplifying

Support at Home: Navigating Your Options
2025-05-21 10:00 - 11:30
Time & Location
May 21, 2025, 10:00 AM – 11:30 AM
Overland Park, 11902 Lowell Ave, Overland Park, KS 66213, USA
About the event
Support at Home: Navigating Your Options
We all hope for the best when it comes to our health and independence, but the truth is, if we live long enough, most of us will need help in some form.
Whether it’s recovering from an illness, managing chronic conditions, or just needing a hand with day-to-day tasks, understanding your options for in-home support before you need them is key to making confident decisions later.
Are you prepared? Have you taken steps to equip yourself and your residence for the long haul?
Our expert panelists will share with you some of the most effective strategies and resources available for living safely and independently in your home as you get older.
Learn about precautions you can take to ensure that YOU remain in control of your lifestyle choices and decisions.
This month’s seminar includes how to make your home more accessible with easy home modifications, how to find reliable in-home care providers, both medical and non-medical, and more.

May 2025: Support at Home: Navigating Your Options
2025-05-01 08:00 - 17:00
Support at Home: Navigating Your Options
Looking to age in place safely and confidently? In this Senior Truth Series seminar, we explore practical ways to get support at home—from home modifications and in-home care to fall prevention and post-surgery recovery tips.
Hosted by Julie Spaulding, this engaging discussion features experts from Senior Helpers, Connect Home Management, and Bath Innovations. Whether you’re planning for yourself or helping a loved one, you’ll gain valuable insights into how to stay independent, secure, and comfortable in your own home.
🔑 In this video, you’ll learn:

The difference between home health vs. in-home care
Easy home modifications to prevent falls
When and how to ask for help
How to prepare for post-surgery recovery at home
The emotional impact of aging alone—and how to stay socially connected

Meet the Panel

Kathi Spray, Senior Helpers in Overland Park
Dave Jolicoeur, Connect Home Management
Gary Mehalic, Bath Innovations Walk-in Bathtubs

Host & Moderator: Julie Spaulding, Downsizing Coach, Real Estate Specialist
Fall prevention starts with smart home modifications.
Falls are one of the most common and dangerous risks older adults face, especially in the bathroom. Gary Mehalic from Bath Innovations highlighted that approximately 80% of serious falls occur in bathrooms, often while stepping in or out of a traditional tub or shower. Panelists emphasized the importance of simple, effective home modifications—like installing grab bars, using handheld showerheads, and removing slippery rugs or suction-cup accessories that can fail under pressure. Lighting also matters, especially at night, when visibility is low. These preventative steps can make the difference between a safe recovery and a serious injury. As Julie shared, her own mother-in-law fell and broke her hip just days after returning home from the hospital—not due to clutter or poor lighting, but due to a combination of multiple medications causing dizziness. It’s a reminder that fall prevention must include both the physical environment and health-related risks.
In-home services range from non-medical caregiving to skilled home health.
Understanding the spectrum of in-home services can be confusing, especially when the terms sound so similar. Kathi Spray from Senior Helpers broke down the difference between home health (medical support like wound care, physical therapy, or medication management, typically covered by insurance and prescribed by a doctor) and in-home care (non-medical help such as bathing, dressing, meal prep, and transportation, often private pay). Dave Jolicoeur of Connect Home Management shared how his company fills the gap by helping with upkeep, repairs, and organizing projects, using skilled workers who are often recent retirees. These services are crucial when the everyday responsibilities of home maintenance become overwhelming. The takeaway? There’s help for every kind of need—you just have to know what to ask for.
It’s okay to ask for help—and critical to find the right support.
Many older adults resist asking for help, either out of pride or a desire to remain independent. But as the panelists emphasized, bringing in support doesn’t mean giving up control—it’s about preserving it. Kathi shared how some clients don’t want their adult children helping with personal care, saying “it feels weird.” That’s where trusted professionals come in, offering dignity, privacy, and expertise. She even suggested ways to set boundaries, like having a caregiver stay in another room and only come in when called. Dave reminded attendees that neighbors and friends often want to help, but older adults feel like a burden and stop asking. The truth is, asking for help is a strength—and it often brings everyone peace of mind.
Safety and comfort can go hand-in-hand, even with temporary needs.
Needing help doesn’t always mean you need it forever. After a surgery or hospital stay, having short-term support can dramatically reduce the risk of complications or readmission. Julie recounted her mother-in-law’s experience after returning home with nine new medications and no supervision, resulting in a fall and broken hip. Kathi and the panel discussed how temporary services—like part-time caregivers, rented mobility aids, or short-term home health visits—can bridge those vulnerable times. You can customize the level of support to meet your specific needs without giving up your privacy or routine. Temporary help isn’t a sign of failure—it’s part of a thoughtful plan to maintain independence longer.
Social connection matters just as much as physical care.
One of the most important but often overlooked aspects of staying at home is staying connected. Isolation can take a toll on emotional health just as significantly as a fall or illness impacts the body. Julie noted that while remaining in your own home can be empowering, it can also be lonely—especially for those who are no longer driving or have limited mobility. Johnson County and KC Shepherd’s Center were highlighted as great local resources that offer social programs and support groups. The group also discussed the value of simple check-ins and telephone reassurance programs. Staying in your home shouldn’t mean staying alone, and building a network of support is just as essential as installing a grab bar.
Staying in your home as you age isn’t just about where you live—it’s about how you live. With the right support, thoughtful planning, and a willingness to adapt, it’s entirely possible to remain safe, comfortable, and connected. Whether it’s installing a grab bar, bringing in short-term help after surgery, or simply having someone check in regularly, there are more resources than ever to support your goals. The message from our panelists was clear: you don’t have to do this alone, and you don’t have to wait for a crisis to take action. Start the conversation, build your plan, and know that help is available when you need it.
🧠 Visit our website for more events and resources: www.seniortruthseries.com
💬 Have questions or want to connect with a speaker? Drop a comment below or email juliespauldingkc@gmail.com

Passing it On: Smart Strategies for Your Legacy
2025-04-23 10:00 - 11:30
Time & Location
Apr 23, 2025, 10:00 AM – 11:30 AM
Tomahawk Ridge Community Center, 11902 Lowell Ave, Overland Park, KS 66213, USA
About the event
📝 Your legacy matters. Let’s make a plan. Don’t leave your loved ones guessing. In this free seminar, you’ll learn how to transfer your assets efficiently, avoid probate, and ensure your will and beneficiary documents are up to date. Our expert panel includes estate planning attorneys and a financial advisor who will guide you through smart strategies for passing on wealth, businesses, and even your digital assets.

The Aging Brain
2025-03-26 10:00 - 11:30
Time & Location
Mar 26, 2025, 10:00 AM – 11:30 AM
Tomahawk Ridge Community Center, 11902 Lowell Ave, Overland Park, KS 66213, USA
About the event
As we age, changes in memory and cognition can raise concerns for ourselves and our loved ones. Understanding the difference between normal aging, dementia, and neurodegenerative diseases is key to navigating brain health with confidence. Join our expert panelists—Michelle Shepherd from the Parkinson’s Foundation, Michelle Garrard from the Alzheimer’s Association, and Kelly Loeb from the KU Alzheimer’s Disease Research Center—as they share the latest research, warning signs, prevention strategies, and available resources for those affected by cognitive decline. Whether you’re looking for answers, support, or proactive steps to maintain brain health, this seminar will provide valuable insights and practical guidance.

Emergency Preparation & Calling 911
2025-02-26 10:00 - 11:30
Time & Location
Feb 26, 2025, 10:00 AM – 11:30 AM
Tomahawk Ridge Community Center, 11902 Lowell Ave, Overland Park, KS 66213, USA
About the event
This seminar offers critical insights to help seniors, and their families take proactive steps to prevent emergencies at home, prepare for unexpected situations, and understand when and how to seek emergency assistance
Our expert panelists will guide attendees through the essentials of emergency readiness, ensuring that everyone feels informed, equipped, and empowered to handle potential crises confidently.
Topics that will be covered include:

Preventing Home Emergencies
Being Prepared for Emergencies
Knowing When to Call 911
Communicating with Dispatchers
Staying Calm and Prepared While Waiting for Help
Expectations for Emergency Response

By focusing on prevention, preparation, and effective response, this seminar equips seniors and their families with the knowledge and confidence to face emergencies with clarity. Join us to learn these valuable life-saving skills and create a safer home environment for yourself and loved ones.

Longevity: Stage Versus Age
2025-01-22 10:00 - 11:30
Time & Location
Jan 22, 2025, 10:00 AM – 11:30 AM
Tomahawk Ridge Community Center, 11902 Lowell Ave, Overland Park, KS 66213, USA
About the event
Join us for our first seminar of the second season,
“Longevity: Stage versus Age.”
In a world where age often defines one’s abilities and limitations, this seminar challenges these stereotypes and encourages attendees to embrace the full spectrum of our life’s journey.
We’ll explore the concept that life is often lived in 5 quarters(yes, we said 5 quarters) and unfolds through 18 (or more)different stages. Many of us will have extra time that we didn’tplan for and this “extra” can sometimes challenge conventional thinking about who we are, what we are capable of, and what opportunities and challenges we may get to face or embrace.
Don’t miss this thought-provoking discussion that will serve toset the stage for conversations, seminars, field trips, andworkshops held throughout the year.

The Truth about a Happy Holidays
2024-12-01
Thank you for great year!

The Truth about Living to be 100
2024-11-01
Living to be 80, 90 or even 100 and beyond is a new reality for which few have planned. Get answers to important questions concerning successful third and fourth age living and lifestyles. Find out what every person over 65 should know about living to be 100.
Expert Panelists:
Jessica Giacone, Saint Luke’s Hospital
Tara Markley, Johnson County Extension Director
Nicole McMonigle, Silverado Overland Park Memory Care
Katie Schroeder, Enable Dental

The Truth about Paying for Senior Living (Part 2): Continuing Care and Life Plan Communities
2024-10-01
Choosing a retirement community is not always easy.There are many sizes, prices and amenities to choose from.

What is a continuing care or life care community?
What do these communities have to offer?
Can I afford to move to a CCRC or life care community?

Expert Panelists:
Jim Allin – Santa Marta Retirement Community
Katie Allen – Delmar Gardens Skilled Nursing & Rehab
Mark W – Delmar Gardens Independent Living & AL

The Truth about Paying for Senior Living: Medicare to Medicaid to Long-Term Care Insurance
2024-09-01
Moving to a senior living community is sometimes desirable and sometimes necessary. The question many people have is how they will pay for it. Our expert panelists will discuss the costs associated with senior living and the financial aid sources available to pay for it. We will cover Medicaid, Medicare, Veteran’s benefits and long-term care insurance and how they do and don’t fund senior living care.
Expert Panelists:
Kathleen Overton – Attorney & Owner, Paths Law Firm
Chris Funke – CFP®, LTC Insurance, FKC Financial Group
Brian Mills – Medicare Specialist & Owner, BAC Associates

The Truth about Home Health & In-home Care: What they are & how to pay for them!
2024-08-01
This seminar will unravel the complexities and clear up the confusion around these vital senior care options.Learn from experts as they break down the differences, benefits, and payment options, empowering you to make informed decisions for yourself or your loved ones. Don’t miss this chance to gain clarity and peace of mind regarding senior care!
Expert Panelists:
Kathi Spray – Senior Helpers of Overland Park
Dr. Craig Lee – iMove PT
Kylene Dickerson – Catholic Community Health

The Truth about Driving after 80: Strategies for Staying behind the Wheel!
2024-07-01
We understand the significance of having your own setof keys—it symbolizes freedom, independence, andcountless cherished memories. As we embrace thebeauty of aging, it’s crucial to navigate the roadresponsibly.
Expert Panelists:
Ashley Mahoney – PAM Health Rehabilitation Hospital
Deputy Jack Weese – Johnson County Sheriff’s Office
Ryan Bird – Assured Partners Personal Risk Advisor

The Truth about Downsizing vs Decluttering
2024-06-01
Expert Panelists:
Julie Spaulding – Weichert Realtors, Welch & Co
Elaine Scheelk – Greystone Communities

The Truth about Thriving as an Older Adult
2024-05-01
Expert Panelists:
Carrie Blubaugh – “Act Your Age” Improv, PhysicalTherapist, Medical Improv
Patricia Burton – Gerontologist, CenterPointCounseling, JOCO Council on Aging

The Truth about Avoiding Scams
2024-04-01
Expert Panelists:
Dr. Karl Becker: Kansas City Medical Society
Brad Martens: Retired Lenexa Detective andPolice Officer
Steve Moyer: Security 1st Title

The Truth about Alzheimer’s & Dementia
2024-03-01
Expert Panelists:
Lisa Elliott – Prairie Elder Care
David & Alix Thompson – Sage Sr Care Advisors
Ruth Cowles – Blog, Morning Refreshment

The Truth about Trusts & Estate Planning
2024-02-01
Expert Panelists:
David Teasley, CFP®, AAMS® – Edward Jones
Bethany Shelton – Estate Planning Attorney, Heritage Law LLP
Ken Herring – Elder Law Attorney, KC Elder Law

The Truth about How to Stay Put
2024-01-01
Expert Panelists:
Jeff Rigler – Senior Helpers of Overland Park
Dave Jolicoeur – Connect Home Management
Anna Collins – JOCO Catch-a-Ride
