Events

Free events to help you feel informed and confident throughout your senior living community search.

At Silver Bridges Consulting, it is our goal to ensure our clients, either adult children or their loved ones, are not only empowered, but also educated, when it comes to making the transition to senior living. We know knowledge is powerful—that’s why we offer free, educational events to inform you about senior living options, how to navigate the search process, what to expect during the transition, and so much more.

Upcoming Events with Silver Bridges Consulting

Navigating Senior Living-Understanding Your Options

Navigating senior living is complex, confusing, and overwhelming. In the DC-metro area alone, there are over 100 options available.

In this presentation you will:

  • Gain an understanding of the types of senior living options available
  • Learn about the rates and fee structures
  • Understand how senior living is regulated and oversight provided
  • Hear about options to pay for senior living
  • Receive questions to ask when considering evaluating senior living communities

Reserve your spot for the following dates:

Paying for Lifecare Without Overpaying the IRS: How Life Plan Communities Can Rewrite Your Tax Strategy

Featuring Tom West, Managing Senior Partner, SEIA

Life Plan Community decisions can have important tax implications—from entrance fees and healthcare expenses to retirement income and estate planning. This session will explore how thoughtful planning can help manage taxes, coordinate income and care costs, and preserve more of your wealth for the future.

• Understanding the comparative tax advantages of different Life Plan Community entrance fees. Learn how a portion of an entrance fee may potentially qualify as a medical expense deduction and what retirees should consider when evaluating the tax implications of different community contracts.

• Turning healthcare and long-term care costs into a tax-planning opportunity while in a Life Plan Community. Explore how medical expenses, long-term care costs, insurance premiums, and other healthcare expenses may affect your tax picture, and why planning before a health crisis can matter.

• Creating a retirement income strategy that works with your community and care plan. Understand how Social Security, IRA and 401(k) withdrawals, Roth accounts, investment income, and other sources of retirement income can be coordinated to help manage taxes as your healthcare and housing needs change.

• Protecting more of your wealth for the next generation. See how retirement income, Life Plan Community decisions, estate planning, charitable giving, and beneficiary designations can work together to create a more tax-efficient legacy.

Reserve your spot:

Check Out Our Past Events

Paying for Care Services: The In-Home Care vs Move Debate

Featuring Arvette Reid, Healthcare Planning Strategist at SEIA

As we grow older, a major financial and emotional decision is whether to age in place or move to a senior living community. Learn about the costs, trade-offs, and planning factors for both options, including home care, community fees, Medicare and Medicaid, cash flow, and legacy goals. By being proactive, you and your loved ones can evaluate choices with clarity, confidence, and a clear picture of what each option entails.

Memory: What’s Normal Aging vs Dementia

Featuring Lindsey Vajpeyi, Director of Education & Support at Insight Memory Care

Learn about the cognitive changes that are a normal part of aging, early warning signs of cognitive impairment, common myths and misconceptions about dementia, the right time and way to talk to a doctor about memory concerns, and much more.

Behind the Promise: Understanding the Financial Risks of CCRCs (LifePlan Communities)

Featuring Tom West, senior partner at SEIA

If you are considering a move to a LifePlan (CCRC) community, it’s important to understand the financial risks associated with your entrance fee investment.

Advancements in Parkinson’s Treatments
Featuring Dr. Drew Falconer, Director of the Inova Parkinson’s and Movement Disorders Center.
Hear Dr. Falconer’s updates on the basics of Parkinson’s, share news about the latest treatments, and discuss how IPMDC programs and partners can help people with Parkinson’s live their best life.
Demystifying Dementia: Expert Insights on Cognitive Health, Prevention & New Treatments

Featuring Sunday Health CEO Maria Thomas & Dr. Amy Sanders.

Learn the difference between normal cognitive aging and signs of potential decline, lifestyle factors that influence brain health and cognitive function, and so much more!
Expert Tips on Decluttering, Downsizing & Moving
Featuring Kitty Janney, Director of Community Partnerships at Ararity Services

Discover the keys to decluttering, tips on downsizing, the differences between auctions and donations, and more!

Host an Event with Silver Bridges Consulting

Are you an organization that serves as an advocate and resource for seniors and their adult children? Please reach out to us if you are interested in partnering with our team to host a free, educational event.

Always Available for You and your loved ones

In addition to our free events, we are always available to you or your loved ones as an ongoing advocate and expert resource. Please do not hesitate to reach out to us if you have any questions or concerns regarding the senior living selection process. We are here for you!