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DTSTART;TZID=America/Chicago:20250423T100000
DTEND;TZID=America/Chicago:20250423T113000
DTSTAMP:20260525T103125
CREATED:20260417T171951Z
LAST-MODIFIED:20260417T171951Z
UID:187-1745402400-1745407800@seniortruthseries.com
SUMMARY:Passing it On: Smart Strategies for Your Legacy
DESCRIPTION:Time & Location\nApr 23\, 2025\, 10:00 AM – 11:30 AM \nTomahawk Ridge Community Center\, 11902 Lowell Ave\, Overland Park\, KS 66213\, USA \nAbout the event\n📝 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.
URL:https://seniortruthseries.com/sts-event/passing-it-on-smart-strategies-for-your-legacy/
CATEGORIES:Past Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250401T080000
DTEND;TZID=America/Chicago:20260401T080000
DTSTAMP:20260525T103125
CREATED:20260417T161617Z
LAST-MODIFIED:20260417T162536Z
UID:157-1743494400-1775030400@seniortruthseries.com
SUMMARY:April 2025: Passing it on - Smart Legacy Planning
DESCRIPTION:Passing It On: Smart Strategies For Your Legacy\nYour legacy planning matters. That’s why protecting your assets\, avoiding probate\, and staying in control ensures you leave a legacy that lasts for generations. Let’s make a plan to ensure your loved ones aren’t left guessing. Senior Truth Series brought together a panel of expert estate planning attorneys and financial advisors to help guide you through smart strategies to pass on wealth\, businesses\, and digital assets.  \nPreparing Your Legacy for the Next Generations\nEvery person eventually deals with the topic of how to plan ahead so your legacy is clear\, protected\, and aligned with your values. We brought together estate planning attorneys\, financial advisors\, and an elder law specialist to highlight key decisions that come with aging\, caregiving\, and end-of-life planning. \nJulie kicked things off by sharing why this topic has felt especially close to home. Between caring for aging parents and watching her grandmother reach nearly 101 years old\, she reminded the group that planning ahead isn’t just a nice idea\, it’s something that can save your family from confusion and stress later on. \nMeet the Panel\n\nMike Fischer\, estate planning attorney with Payne & Jones\nMoren Lester\, elder law attorney with Complete Estate & Probate\nNathan Haskins and Melinda Parks\, financial advisors with Free State Advisors\n\nJulie compared each expert role to a triangle; legal\, financial\, and long-term care support are all needed to work together across four main life stages: your working years\, retirement\, long-term care\, and the transfer of assets after death. \nKey Legacy Planning Details \n\n Wills vs. Trusts and Why It Matters\n\nA will goes through probate court\, which can take time and may complicate things for your family\, while a trust can help avoid that process. He also talked about the importance of naming someone you trust as your financial and healthcare power of attorney\, not just thinking about who gets what. \nDon’t wait until something goes wrong to get these documents in place. Once they’re finished\, you can rest a little easier. \n\n Financial Planning Isn’t Just for the Wealthy\n\nWhether you’re working\, nearing retirement\, or already retired\, having a plan helps you make smart decisions and prepare for the unexpected. A typical plan includes elements like income\, investments\, taxes\, estate planning\, and insurance. \nDifferent types of accounts transfer differently after death. For example\, IRAs are taxed when passed to children\, while brokerage accounts can get a step-up in value. These are the kinds of things that can either save your family money or cost them more than expected\, depending on how you set things up. \n\n Elder Law Helps When Life Takes a Turn\n\nAround 70%of people will need some form of long-term care\, which usually means hands-on help for more than 100 days. That care is expensive and often arrives sooner than expected. \nSometimes the unexpected occurs\, like a fall\, a diagnosis\, or a spouse can no longer be a caregiver\, which leads to new problems like figuring out how to cover costs\, what benefits are available\, and what legal updates might be needed. Asset protection trusts help you plan at least five years ahead so your family has more options. \nAdditional Legacy Financial Planning Tips\n\n The Importance of the “Team Approach”\n\nNo one professional covers everything. Estate attorneys\, financial planners\, and elder law specialists all bring different expertise\, and working together is critical\, especially as someone moves from working years to retirement\, into long-term care\, and eventually passing on assets. \n\n How Different Assets Transfer at Death\n\nNot all assets pass the same way. For example: \n\nIRAs and 401(k)s are taxable to heirs and must be withdrawn within 10 years.\nBrokerage accounts receive a step-up in basis\, eliminating capital gains at death.\nReal estate can be passed via Transfer on Death (TOD) deeds\, but this comes with risks if not handled carefully.\n\n\n Transfer-on-Death (TOD) and Pay-on-Death (POD) Pitfalls\n\nWhile these tools are popular\, we caution that they can unintentionally cause disputes. Naming one child to receive the house through a TOD deed\, with the “understanding” they’ll share proceeds\, is not legally binding. \n\n The Role of Powers of Attorney\n\nHaving up-to-date durable powers of attorney\, such as for finances and healthcare\, is non-negotiable. These documents allow someone you trust to step in when you can’t act on your own behalf. \n\n When to Talk to a Financial Planner or Elder Law Attorney\n\nYou don’t need to be wealthy or in crisis to benefit from help: \n\nFinancial planning is for anyone with income and goals\nElder law is useful before a crisis hits\, especially if you’re 5+ years out from needing care\nEstate planning is important even in your 20s\, especially if you have children or specific wishes\n\n\n Medicaid Planning & the Five-Year Look-Back Rule\n\nLong-term care planning can preserve assets\, but only if done early enough. The five-year look-back rule means families must plan ahead to qualify for Medicaid without penalties. \n\n Emotional Readiness & Family Dynamics\n\nMost of the work you put in comes down to relationships and clarity. Misunderstandings about “who gets what” or unspoken assumptions about caregiving responsibilities often cause tension that benefit no one. \nFinal Thoughts on Passing the Torch\nStart your legacy talks early. The rules are complicated and intention matters\, so iron out the details well in advance to minimize confusion. When seeking help\, build a team you trust and feel comfortable talking to. If you haven’t looked at your estate documents in a while\, it may be time to dust them off and review them again. Finally\, it’s ok to plan for the ideal situation\, but you should also prepare for the unexpected. Life has a funny way of surprising us when we least expect it.
URL:https://seniortruthseries.com/sts-event/april-2025-passing-it-on-smart-legacy-planning/
CATEGORIES:Past Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250326T100000
DTEND;TZID=America/Chicago:20250326T113000
DTSTAMP:20260525T103125
CREATED:20260417T172124Z
LAST-MODIFIED:20260417T172124Z
UID:189-1742983200-1742988600@seniortruthseries.com
SUMMARY:The Aging Brain
DESCRIPTION:Time & Location\nMar 26\, 2025\, 10:00 AM – 11:30 AM \nTomahawk Ridge Community Center\, 11902 Lowell Ave\, Overland Park\, KS 66213\, USA \nAbout the event\nAs 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.
URL:https://seniortruthseries.com/sts-event/the-aging-brain/
CATEGORIES:Past Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250226T100000
DTEND;TZID=America/Chicago:20250226T113000
DTSTAMP:20260525T103125
CREATED:20260417T172254Z
LAST-MODIFIED:20260417T172254Z
UID:191-1740564000-1740569400@seniortruthseries.com
SUMMARY:Emergency Preparation & Calling 911
DESCRIPTION:Time & Location\nFeb 26\, 2025\, 10:00 AM – 11:30 AM \nTomahawk Ridge Community Center\, 11902 Lowell Ave\, Overland Park\, KS 66213\, USA \nAbout the event\nThis 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 \nOur expert panelists will guide attendees through the essentials of emergency readiness\, ensuring that everyone feels informed\, equipped\, and empowered to handle potential crises confidently. \nTopics that will be covered include: \n\nPreventing Home Emergencies\nBeing Prepared for Emergencies\nKnowing When to Call 911\nCommunicating with Dispatchers\nStaying Calm and Prepared While Waiting for Help\nExpectations for Emergency Response\n\nBy 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.
URL:https://seniortruthseries.com/sts-event/emergency-preparation-calling-911/
CATEGORIES:Past Events
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250122T100000
DTEND;TZID=America/Chicago:20250122T113000
DTSTAMP:20260525T103125
CREATED:20260417T172424Z
LAST-MODIFIED:20260417T172424Z
UID:193-1737540000-1737545400@seniortruthseries.com
SUMMARY:Longevity: Stage Versus Age
DESCRIPTION:Time & Location\nJan 22\, 2025\, 10:00 AM – 11:30 AM \nTomahawk Ridge Community Center\, 11902 Lowell Ave\, Overland Park\, KS 66213\, USA \nAbout the event\nJoin us for our first seminar of the second season\,  \n“Longevity: Stage versus Age.” \nIn 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. \nWe’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. \nDon’t miss this thought-provoking discussion that will serve toset the stage for conversations\, seminars\, field trips\, andworkshops held throughout the year.
URL:https://seniortruthseries.com/sts-event/longevity-stage-versus-age/
CATEGORIES:Past Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20241201
DTEND;VALUE=DATE:20241202
DTSTAMP:20260525T103125
CREATED:20260417T173547Z
LAST-MODIFIED:20260417T173547Z
UID:217-1733011200-1733097599@seniortruthseries.com
SUMMARY:The Truth about a Happy Holidays
DESCRIPTION:Thank you for great year!
URL:https://seniortruthseries.com/sts-event/the-truth-about-a-happy-holidays/
CATEGORIES:Past Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20241101
DTEND;VALUE=DATE:20241102
DTSTAMP:20260525T103125
CREATED:20260417T173508Z
LAST-MODIFIED:20260417T173508Z
UID:215-1730419200-1730505599@seniortruthseries.com
SUMMARY:The Truth about Living to be 100
DESCRIPTION: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. \nExpert Panelists: \nJessica Giacone\, Saint Luke’s Hospital \nTara Markley\, Johnson County Extension Director \nNicole McMonigle\, Silverado Overland Park Memory Care \nKatie Schroeder\, Enable Dental
URL:https://seniortruthseries.com/sts-event/the-truth-about-living-to-be-100/
CATEGORIES:Past Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20241001
DTEND;VALUE=DATE:20241002
DTSTAMP:20260525T103125
CREATED:20260417T173409Z
LAST-MODIFIED:20260417T173409Z
UID:213-1727740800-1727827199@seniortruthseries.com
SUMMARY:The Truth about Paying for Senior Living (Part 2): Continuing Care and Life Plan Communities
DESCRIPTION:Choosing a retirement community is not always easy.There are many sizes\, prices and amenities to choose from. \n\nWhat is a continuing care or life care community?\nWhat do these communities have to offer?\nCan I afford to move to a CCRC or life care community?\n\nExpert Panelists: \nJim Allin – Santa Marta Retirement Community \nKatie Allen – Delmar Gardens Skilled Nursing & Rehab \nMark W – Delmar Gardens Independent Living & AL
URL:https://seniortruthseries.com/sts-event/the-truth-about-paying-for-senior-living-part-2-continuing-care-and-life-plan-communities/
CATEGORIES:Past Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240901
DTEND;VALUE=DATE:20240902
DTSTAMP:20260525T103125
CREATED:20260417T173309Z
LAST-MODIFIED:20260417T173309Z
UID:211-1725148800-1725235199@seniortruthseries.com
SUMMARY:The Truth about Paying for Senior Living: Medicare to Medicaid to Long-Term Care Insurance
DESCRIPTION: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. \nExpert Panelists: \nKathleen Overton – Attorney & Owner\, Paths Law Firm \nChris Funke – CFP®\, LTC Insurance\, FKC Financial Group \nBrian Mills – Medicare Specialist & Owner\, BAC Associates
URL:https://seniortruthseries.com/sts-event/the-truth-about-paying-for-senior-living-medicare-to-medicaid-to-long-term-care-insurance/
CATEGORIES:Past Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240801
DTEND;VALUE=DATE:20240802
DTSTAMP:20260525T103125
CREATED:20260417T173208Z
LAST-MODIFIED:20260417T173208Z
UID:209-1722470400-1722556799@seniortruthseries.com
SUMMARY:The Truth about Home Health & In-home Care: What they are & how to pay for them!
DESCRIPTION: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! \nExpert Panelists: \nKathi Spray – Senior Helpers of Overland Park \nDr. Craig Lee – iMove PT \nKylene Dickerson – Catholic Community Health
URL:https://seniortruthseries.com/sts-event/the-truth-about-home-health-in-home-care-what-they-are-how-to-pay-for-them/
CATEGORIES:Past Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240701
DTEND;VALUE=DATE:20240702
DTSTAMP:20260525T103125
CREATED:20260417T173109Z
LAST-MODIFIED:20260417T173109Z
UID:207-1719792000-1719878399@seniortruthseries.com
SUMMARY:The Truth about Driving after 80: Strategies for Staying behind the Wheel!
DESCRIPTION: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. \nExpert Panelists: \nAshley Mahoney – PAM Health Rehabilitation Hospital\nDeputy Jack Weese – Johnson County Sheriff’s Office\nRyan Bird – Assured Partners Personal Risk Advisor
URL:https://seniortruthseries.com/sts-event/the-truth-about-driving-after-80-strategies-for-staying-behind-the-wheel/
CATEGORIES:Past Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240601
DTEND;VALUE=DATE:20240602
DTSTAMP:20260525T103125
CREATED:20260417T173002Z
LAST-MODIFIED:20260417T173002Z
UID:205-1717200000-1717286399@seniortruthseries.com
SUMMARY:The Truth about Downsizing vs Decluttering
DESCRIPTION:Expert Panelists: \nJulie Spaulding – Weichert Realtors\, Welch & Co \nElaine Scheelk – Greystone Communities
URL:https://seniortruthseries.com/sts-event/the-truth-about-downsizing-vs-decluttering/
CATEGORIES:Past Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240501
DTEND;VALUE=DATE:20240502
DTSTAMP:20260525T103125
CREATED:20260417T172912Z
LAST-MODIFIED:20260417T172912Z
UID:203-1714521600-1714607999@seniortruthseries.com
SUMMARY:The Truth about Thriving as an Older Adult
DESCRIPTION:Expert Panelists: \nCarrie Blubaugh – “Act Your Age” Improv\, PhysicalTherapist\, Medical Improv \nPatricia Burton – Gerontologist\, CenterPointCounseling\, JOCO  Council on Aging
URL:https://seniortruthseries.com/sts-event/the-truth-about-thriving-as-an-older-adult/
CATEGORIES:Past Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240401
DTEND;VALUE=DATE:20240402
DTSTAMP:20260525T103125
CREATED:20260417T172820Z
LAST-MODIFIED:20260417T172820Z
UID:201-1711929600-1712015999@seniortruthseries.com
SUMMARY:The Truth about Avoiding Scams
DESCRIPTION:Expert Panelists: \nDr. Karl Becker: Kansas City Medical Society \nBrad Martens: Retired Lenexa Detective andPolice Officer \nSteve Moyer: Security 1st Title
URL:https://seniortruthseries.com/sts-event/the-truth-about-avoiding-scams/
CATEGORIES:Past Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240301
DTEND;VALUE=DATE:20240302
DTSTAMP:20260525T103125
CREATED:20260417T172741Z
LAST-MODIFIED:20260417T172741Z
UID:199-1709251200-1709337599@seniortruthseries.com
SUMMARY:The Truth about Alzheimer’s & Dementia
DESCRIPTION:Expert Panelists: \nLisa Elliott – Prairie Elder Care \nDavid & Alix Thompson – Sage Sr Care Advisors \nRuth Cowles – Blog\, Morning Refreshment
URL:https://seniortruthseries.com/sts-event/the-truth-about-alzheimers-dementia/
CATEGORIES:Past Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240201
DTEND;VALUE=DATE:20240202
DTSTAMP:20260525T103125
CREATED:20260417T172656Z
LAST-MODIFIED:20260417T172656Z
UID:197-1706745600-1706831999@seniortruthseries.com
SUMMARY:The Truth about Trusts & Estate Planning
DESCRIPTION:Expert Panelists: \nDavid Teasley\, CFP®\, AAMS® – Edward Jones \nBethany Shelton – Estate Planning Attorney\, Heritage Law LLP \nKen Herring – Elder Law Attorney\, KC Elder Law
URL:https://seniortruthseries.com/sts-event/the-truth-about-trusts-estate-planning/
CATEGORIES:Past Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240101
DTEND;VALUE=DATE:20240102
DTSTAMP:20260525T103125
CREATED:20260417T172607Z
LAST-MODIFIED:20260417T172607Z
UID:195-1704067200-1704153599@seniortruthseries.com
SUMMARY:The Truth about How to Stay Put
DESCRIPTION:Expert Panelists: \nJeff Rigler – Senior Helpers of Overland Park \nDave Jolicoeur – Connect Home Management \nAnna Collins – JOCO Catch-a-Ride
URL:https://seniortruthseries.com/sts-event/the-truth-about-how-to-stay-put/
CATEGORIES:Past Events
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