Greetings!
In this month's Connection, we invite you to join us for our upcoming luncheon seminar: Smart Investment or Duplicate Expense? When long-term care insurance meets Life Care.
Then CEO Lisa Hardy shares more goals from last fall's strategic planning retreat, and resident blogger Marilyn Farrell writes about her decision to put her house on the market and the lessons she has learned so far.
Enjoy!
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 Luncheon Seminar:
Reserve Your Place at the Table
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Smart Investment or Duplicate Expense?
When long-term care insurance meets Life Care.
Luncheon Seminar
Tuesday, January 26th, 11:30 - 2:00 p.m.
Have you ever wondered about how moving to Emerald Heights might affect your long-term care insurance? Will you still need it? Is it worth it? What factors should you consider?
Financial advisor Jackie Lum from Edward Jones will discuss long-term care insurance, coverage options, risks and benefits; Marta Willson will review how these policies work with Life Care at Emerald Heights; and staff from our accounting department will be on hand also to field your specific questions.
You'll leave this lunch seminar equipped with helpful information to guide your decision making.
Space is limited! Reserve your spot with this online form by Tuesday, January 19th. We will confirm your reservation by e-mail.
If you prefer to reserve your spot by phone, call 425-556-8161 and leave a message including your name, phone number, and number of people in your party.
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| About our speaker
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 Jackie Lum
Jackie Lum has been working as a Financial Advisor for 17 years, including 10 years at Dain Rauscher before moving to his current position with Edward Jones. He earned his bachelor's degree from the University of California at Berkeley, followed by a master's degree in urban planning from the University of Washington. He has been an active volunteer in many community organizations, including Rotary Club (International District), Beacon Hill Chamber of Commerce, Girl Scouts and Nikkei Horizons.
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CEO Blog: Pathways & Milestones
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Winter delights
This month, I share some of my latest hiking adventures, including an encounter that took my breath away! I also give a sneak peek at some of the changes happening here at Emerald Heights in the coming months. Hopefully, the results of our endeavors will be equally breathtaking for everyone who walks through our doors. Click here to learn more.I welcome you to e-mail me with your comments and questions. |
| Resident Blog: My So-Called Retirement
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Perfect gifts for the new year
My quirky family gave me a gift this year that has provided a lot of chuckles to all who know me. You'll have to read my blog to learn more. The gift I am giving myself is that of moving on and letting go of my beloved home in Kirkland. I'll share some lessons I learned as I prepared to put my house on the market. You might be pleasantly surprised to learn what a realtor can do for you these days, especially if you take the time to find the perfect fit for you.
Click here to see my house and learn more about my adventures getting it on the market. I'll be eager to report back some good news when it sells!Visit my blog anytime. And if you have a question or comment, please send me an e-mail. I'd love to hear from you! |
