"Getting Your Ducks in a Row” is a free, expert‐led panel designed to guide seniors and their families through the critical steps of planning for life’s next chapter. Over a 90-minute discussion, you’ll hear from specialists in senior living placement, elder law and estate planning, real estate transitions, and financial readiness. Together, they’ll demystify topics like choosing the right community, organizing legal documents, timing a home sale, and budgeting for long-term care. Through practical tips, real-world examples, and a live Q&A, you’ll walk away with a personalized roadmap—clear action items, vetted resources, and the confidence to tackle each decision proactively. Whether you’re just exploring options or ready to take the next step, this session will leave you informed, empowered, and stress-free.
Expert Advisors:
Mary Cordova
Co-Founder and CCO of Concierge Care Advisors - Mary is an industry expert when it comes to all things senior living. She’ll be discussing the ins and outs of transitioning to a senior living community and how to best plan for that move.
Helen Tang
Alki Point Law Group PLLP - Helen Tang focuses her practice on estate planning, probate, tax, and corporate law. She brings extensive experience in both domestic and international business transactions and is uniquely attuned to the complex needs of clients navigating multiple jurisdictions.
Alison Davey
The Davey Group - Alison helps older adults and their families navigate the sale of a home with care, clarity, and confidence. From preparing the property to deciding when to involve estate-sale professionals and move managers, she’ll walk through each step of the process.
