December 9, 2023 In-Person Chapter Meeting & Webinar

Long Term Care Options and Financing

Announcements:

• This month, we are back at the Barwell Road Community Center for our monthly meeting.

We have the great pleasure of hosting not one, but two speakers:

As a Certified Care Manager, Carla Payne will share her top tips and recommendations for aging and remaining independent which include:

• a short summary of the average cost of care
• understanding and activating long term care insurance policies
• recognizing signs of dementia and utilizing services and supports early
• understanding the benefits of palliative and hospice care vs fear/avoidance

Courtney Kidwell will then focus on how to prepare to pay for care, whether it is in one’s own home or in a Continuing Care Retirement Community. She will address how to compensate for inflation and delve into how the variation of expected investment returns impacts a portfolio’s life span.

Meeting Details:

Date: Saturday, December 9, 2023

Time: 10:00 a.m. ET (mix and mingle starts at 9:30)

Location: Barwell Road Community Center: 5857 Barwell Park Drive Raleigh, NC 27610

Virtual access: To register to attend the Zoom webinar, please purchase a ticket on our chapter’s Square account

Cost: $7 cash (in-person) or electronic payment (webinar)

Before attending in person, please read:

• the AAII Protocol for In-Person Meetings

If you feel sick, please join us virtually.

About Our Speakers

Carla Payne, owner of Aging Care Matters, LLC, earned her Bachelor of Science in Human Services and Masters in Counseling from the University of North Carolina at Charlotte. In 2004 she became an Ombudsman serving as an advocate for those living in skilled care facilities. Carla earned a certificate in Gerontology from West Chester University and her National Certification in Care Management. Over the past 14 years she has provided direction, intervention, and solutions to families in need. In addition, she has served as a chapter board member and unit leader with The Aging Life Care Association in both PA & NC. She was recognized as the 2019 SE Chapter Member of the Year which consists of care managers within 6 states and began her role as President of the Southeast Chapter in January 2023.

Carla’s company provides home safety, cognitive, and resource eligibility assessments; care oversight; planning and problem-solving; education and advocacy; family caregiver coaching/counseling; and crisis intervention. In addition Carla has recently opened an adult day center in Wake Forest, NC.

After taking time to start a family, Courtney Kidwell resumed her career in the personal financial industry in 2015, joining Stearns Financial Group. Courtney specializes in working with individuals going through divorce and with business owners. She draws from her personal experiences and appreciates the intricacies and significance involved in each decision these individuals face.

Starting a new phase as a single mom of two young boys, Courtney’s first task was to start her own Financial Independence Roadmap. The knowledge that she would be okay financially helped provide her with the peace in knowing she could concentrate on making the transition for her boys a priority. Today, Courtney advocates for those in all ages and stages of life after divorce, helping them to find the happiness they deserve.

Growing up, Courtney watched her entrepreneurial father work on everything from selling “the machines that put the writing on shampoo bottles” to a teak woodworking plant in Costa Rica. She witnessed the passion and drive necessary to make self-employment successful and recognizes the reality of the financial ups and downs, the need to reinvest in the business instead of saving for retirement, and the other special circumstances of the 24/7 lifestyle that a business owner endures. Courtney carried on her father’s tradition by starting her own design business while she was a stay-at-home mom. Today, she watches her fiancé as he leads a second-generation family business with the hopes that it passes along to the third generation.

Courtney combines the creativity of her design background with her financial industry experience to help educate her clients and give them the confidence to make informed personal choices for their financial futures.