Retirement offers the opportunity to reimagine how and where we live—but it also invites a deeper reflection on whether our current home continues to support our evolving lifestyle and physical needs. Over time, even the most beloved residence may present challenges to safety, accessibility, and comfort. This session provides a strategic framework for evaluating housing options that align with personal aspirations, functional realities, and long-term financial goals.

Whether considering modifications to age in place or exploring refined senior living communities, attendees will gain the clarity and confidence to make proactive, informed decisions.

You will learn:

• Essential home features that support aging in place with dignity and safety
• A comparative overview of senior housing options from private housing to community living
• A decision-making process that balances emotional, financial, and functional considerations
• How to engage professional advisors to ensure alignment with estate and wealth planning

By attending this session, participants will avoid reactive housing decisions, reduce future stress, and preserve both autonomy and financial stability.

Details:

By Invitation

Evergreen Woods Retirement Community

Sponsored by:

Whether preparing for a move or reimagining your current home to support aging in place, the process of downsizing offers a powerful opportunity to align your living environment with your evolving lifestyle. This session provides a thoughtful approach to simplifying possessions, preserving meaningful items, and creating a space that reflects both elegance and practicality.

 You will learn:

• How to navigate the emotional process of releasing long-held possessions
• A process for organizing items for keeping, gifting, selling, donating, or discarding
• How to use a floor plan to assess which large items will fit (or not fit) in the new space
• Strategies for digitizing photo albums and important documents
• How to evaluate the value and logistics of estate sales
• Ways to identify reputable donation channels for items that no longer serve you
• Packing and labeling techniques to ensure an efficient and stress-free transition
• How to select and coordinate with trusted moving professionals

This session helps participants avoid the overwhelm and indecision that often accompany transitions—ensuring your space supports safety, serenity, and the next chapter of your life with intention.

Details:

By Invitation

Evergreen Woods Retirement Community

Sponsored by:

A well-maintained home is essential for aging in place safely and comfortably. Yet many seniors delay maintenance, risking safety issues and loss of equity. This session empowers seniors and their families to take control of home upkeep and protect one of their most valuable assets.

In this session, you will learn how to:

• Create and follow a home maintenance plan.
• Develop a capital improvement strategy for major repairs.
• Select qualified and cost-effective contractors.
• Manage projects from start to finish with confidence.

By attending this session, you’ll avoid costly repairs, safety hazards, and diminished home value—ensuring your home remains a safe and financially sound place to live.

Details:

All sessions are held at The Orchard House from 5:30 to 6:45.

421 Shore Dr, Branford, CT 06405

Registration link will be posted in mid December.

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As our lifestyle and health needs evolve, many individuals find that home care becomes an essential part of maintaining independence, comfort, and well-being. This session offers a discerning guide to navigating the complexities of home care—helping you identify the right agency and caregiver match based on your unique preferences, medical requirements, and family dynamics. Whether planning proactively or responding to emerging needs, this program empowers you to make thoughtful, informed decisions.

You will learn:

• The spectrum of home care services from non-medical support to skilled services.
• How to recognize early signs that indicate home care may be beneficial
• How to address common objections and concerns from family members or care recipients
• A process for researching, comparing, and vetting agencies
• Identifying caregiver matches aligned with your preferences
• Communication strategies for resolving issues with caregivers and agencies

This session helps participants avoid last-minute decisions, mismatched care arrangements, and financial uncertainty—ensuring home care is a source of support, not stress.

Details:

By Invitation

Evergreen Woods Retirement Community

Sponsored by:

As retirement unfolds, one of the most overlooked yet critical components of financial planning is the cost of care. Whether care is needed at home, in a senior living community, or in a skilled nursing facility, these expenses can significantly impact long-term financial security. This session offers a strategic lens through which to understand, anticipate, and plan for care-related costs—ensuring your lifestyle and legacy remain aligned with your financial goals.

 You will learn:

• Why care costs represent a unique and often underestimated financial risk in retirement
• Strategies for integrating care planning into your broader financial roadmap
• Insights from a panel of experts—including financial advisors and long-term care insurance specialists—who will share real-life case studies of families navigating care planning, the decisions they made, and the outcomes they achieved

This session helps participants avoid unexpected financial strain, reactive decision-making, and erosion of long-term wealth—empowering you to plan for care with clarity and confidence.

Details:

By Invitation

Evergreen Woods Retirement Community

Sponsored by:

Estate planning is not a one-time task—it’s a dynamic process that should evolve alongside your life. As you navigate transitions such as retirement, relocation, changes in health, or shifts in family structure, revisiting your estate documents becomes essential to ensure they continue to reflect your wishes and protect those you care about. This session offers a sophisticated overview of the legal instruments and strategic considerations that support long-term goals, family harmony, and legacy preservation.

 You will learn:

• The role of wills in articulating posthumous wishes and distributing assets
• How trusts can provide control, privacy, and tax advantages across generations
• The importance of power of attorney for financial and legal decision-making in the event of incapacity
• How a healthcare proxy ensures your medical preferences are honored when you’re unable to speak for yourself

This session helps participants avoid outdated documents, legal ambiguity, and unintended consequences—ensuring your estate plan remains aligned with your values and responsive to life’s changes.

Details:

By Invitation

Evergreen Woods Retirement Community

Sponsored by: