Esteemed Arizona Professionals of T.E.A.M. Panel Lead Free 6-part Informational Series to Assist Those Focused on Successful Retirement

Share Article

Notable professionals in the fields of personal finance and law, real estate and mortgage, elder care, and aging in place design are holding a free, informational series in Scottsdale to assist those nearing retirement, currently retired and assisting with the care of a retired family member.

Notable Arizona Professionals hold 6-part Informational Series to Assist Arizona's in Successful Retirement Planning

"Retirement should be a positive time in a person's life, but we know that there are also specific challenges that we face as we age," said Stephanie A. Bivens, Esq., C.E.L.A., of Bivens & Associates, P.L.L.C.

Notable professionals in the fields of personal finance and law, real estate and mortgage, elder care, and aging in place design are holding a free, informational series in Scottsdale to assist those nearing retirement, currently retired and assisting with the care of a retired family member.

The six-part "Who Is On Your T.E.A.M (Together Everyone Achieves More)" series will provide participants with valuable information and insights into the many opportunities and challenges that retirees face, from financial and estate planning, elder law, and asset protection to real estate, downsizing, reverse mortgages, and aging in place remodel design.

Each panel discussion in the free series will include a keynote speaker and opportunities to ask questions of each of the six series speakers.

The events will take place at Pueblo Norte Senior Living Community at 7090 E. Mescal St., Scottsdale AZ 85254. Light refreshments will be served.

"Retirement should be a positive time in a person's life, but we know that there are also specific challenges that we face as we age," said Stephanie A. Bivens, Esq., C.E.L.A., of Bivens & Associates, P.L.L.C. "We've put together this panel for the benefit of retirees and those who want to learn more about retirement. It takes into account and addresses the areas that are most significant to our welfare: our finances, our health, our support systems and the realities of day-to-day living."

"This series will offer important insights and knowledge, as well as resources people can use to improve their circumstances and prepare for the future," said Bonnie J. Lewis Allied ASID, Associate IIDA, Certified Aging in Place Specialist (CAPS) by the National Association of Home Builders, founder of 55+ TLC® Interior Design, L.L.C. "We invite everyone with an interest in any of these topics to attend."

Series events are as follows:

The Estate Planning and Elder Law series will be held on Thursday, Feb. 8, from 5:30 to 7 p.m., with Stephanie A. Bivens, Esq., a Certified Elder Law Attorney (C.E.L.A.) by the National Elder Law Foundation, of Bivens & Associates, P.L.L.C. Bivens will address current estate planning and elder law topics that should play a role in planning for retirement.

The Care Management series will take place on Tuesday, Feb. 20, from 5:30 to 7 p.m., with Managing Partner of Mosaic Care Management Thomas Corrigan, MSW, CMC, a certified geriatric care manager and aging life care specialist with more than 30 years experience in health care arena. Corrigan will address the issues related to aging and provide solutions and resources for caregivers and family members dealing with our fragmented health care system.

The T.E.A.M. series on Financial Management and Asset Protection will take place on Thursday, March 8, from 5:30 to 7 p.m., with Stuart J. Spivak, LUTCF, RFC, and senior partner of The Spivak Financial Group with more than 30 years experience in the financial services industry. This series will cover financial management and wealth preservation.

The Real Estate and Downsizing series is scheduled for Tuesday, March 20, from 5:30 to 7 p.m., with Thomesa Lydon, SRES, AASRS, SMM, ASP, and will focus on the benefits of right-sizing a home that might be too large, burdensome or costly to maintain. Lydon is the founder and managing partner of Lydon Senior Pathways, and a Concierge Realtor® with Realty One Group. Lydon Senior Pathways is a senior-focused company that provides comprehensive, one-stop senior relocation planning, move management and real estate services, including listing, selling and purchasing residential property.

The series on Aging in Place Remodel Design will take place on Thursday, April 12, from 5:30 to 7 p.m., with Senior Living and Aging in Place Remodel Designer Bonnie J. Lewis, Allied ASID, Associate IIDA, CAPS. The award-winning principal and founder of 55+ TLC Interior Design will discuss the importance of aging in place design as an opportunity for retirees to live independently in their own homes as long as possible with safer surroundings that are also beautiful.

The series will end with Reverse Mortgages and Reverse Purchases on Thursday, April 26, from 5:30 to 7 p.m., with Cheryl Scheidell, NMLS #886425, a mortgage loan originator with expertise in Reverse Mortgages and Reverse Purchases. Scheidell will speak about financial security, aging in place with enough extra money to live comfortably, monies for recreation and travel, and the peace-of-mind of homeownership while still having additional money for unexpected expenses. Those who attend will learn important facts about the myths of this misunderstood mortgage product and the ability to benefit from it while still owning their home.

To attend any or all events in the series, RSVP by calling 480-922-1010 or emailing rebecca(at)bivenslaw(dot)com. Space is limited.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Christy Stevens
Follow us on
Visit website