Navigating the Next Chapter

Thank you to everyone who joined us for our July Navigating the Next Chapter: Navigating the Paperwork seminar!

Whether you attended in person, have joined us for a previous event, or are simply interested in resources for yourself or someone you love, we are so grateful to have you as part of this growing community.

Our mission with Navigating the Next Chapter is to provide resources, education and trusted guidance to help seniors and their families feel more informed and confident about the decisions that come with life's next chapter.

A Special Thank You to Our Expert Panelists

We were incredibly fortunate to have three local professionals share their knowledge and answer questions about wills, trusts, probate, elder law, beneficiary deeds, deed fraud and more.

· Joe Van Amburg | Witt, Hicklin, Snider & Fain, P.C.,  Estate Planning & Probate Attorney, Website: https://www.wittlaw.com/

· Glen Smith | Lifescape Elder Care Law & Estate Planning, Elder Law & Estate Planning Attorney, Website: https://lifescapelaw.com/

· Diana Matienzo | Alliance Nationwide Title Agency, Branch Manager and all things related to the paperwork required to sell your home, Website: https://alliancetitlenow.com/

Thank you, Joe, Glen and Diana, for giving your time and expertise so generously to our community.

Trusted Community Resources

We also want to recognize the wonderful Community Partners who support Navigating the Next Chapter. We encourage you to save this email and keep these organizations and professionals as resources for yourself, your parents, family members or friends.

· Hillcrest Platte County:  Helping individuals and families move from homelessness and housing insecurity toward sustainable independence. With sevarl volunteering opportunities within the organization from their Annual Gala to their thrift stores and clearance center.  Website: Hillcrest Platte County Picture Hills Thrift Store  Platte City Thrift Store

· Parkville Living Center:  Community programs, activities, meals, wellness programs and resources, including services for older adults in Platte County, including several volunteer oppotunities.  Website: Parkville Living Center  Phone: 816-741-6824

· Liane Lance | Picture This Travel:  Travel planning and guidance for individuals, couples, families and groups. Website:  Picture This Travel

· Michael Hundt | Edward Jones:  Financial planning and investment guidance.  Website: Michael Hundt

· John Knox Village:  A not-for-profit Life Plan Community offering independent living and a continuum of senior care and services in Lee's Summit. Website: https://www.jkv.org/ Phone: 816-892-4294

· Meyers Funeral Chapel: Located in historic downtown Parkville, MO., proud to be one of the only family-owned and operated funeral homes in the Kansas City Northland area. Families choose them because they know they are leaders in their profession, dedicated to excellence in service, and have the highest integrity. Website: https://meyersfuneralchapel.com/northland/

Co-Hosts

· Melissa Moran | Senior Helpers Kansas City North:  In-home senior care designed to help older adults remain safe, comfortable and independent at home. Website: https://www.seniorhelpers.com/mo/kansas-city-north/

· Audra Heller | Audra Heller & Associates at Real Broker, LLC:  Real estate guidance for seniors and families throughout the Kansas City Metro. Specializing in luxury homes, downsizing, relocating and investment properties. Their team focuses on providing information to simply understand their clients' needs and offering options before they make a decision. Website: https://www.audraheller.com/  Phone: 816-447-1612

Couldn't Attend? Watch the Seminar on YouTube

We recorded Navigating the Paperwork so you can watch the conversation at your convenience—or share it with someone who could benefit from the information.

· Watch Navigating the Paperwork:  YouTube Video

· Subscribe to our YouTube Channel: Audra Heller & Associates YouTube

Our hope is to continue building a library of educational conversations that you and your family can return to whenever you need them.

 Up Next: Navigating Your Money: Banking, Benefits & Protecting What You've Built

We're excited to continue the series in August with our next seminar: Navigating Your Money: Banking, Benefits & Protecting What You've Built on August 27th at 10:00am

We'll cover everyday money-saving opportunities, senior discounts and programs, property tax savings, banking and fraud prevention, budgeting, financial planning and other resources you may not even know are available.

We've included the flyer with all of the details for our upcoming seminars.  Please feel free to forward this email to a friend, neighbor, parent, or family member who might benefit.

Most importantly, Navigating the Next Chapter is about education—not a sales pitch. We want to bring trusted local professionals together in one place, give you an opportunity to ask questions and help connect our community with resources before they're needed.

Thank you again to our Panelists, Community Partners and everyone who has supported this educational series. We are excited to see where Navigating the Next Chapter takes us next!

We hope you'll join us later this August. Click here to register.

Warmly,

Audra Heller, Audra Heller & Associates | Real Broker, LLC

Melissa Moran, Senior Helpers Kansas City North

Co-Hosts | Navigating the Next Chapter