McLean Community Center Helps Residents with Retirement

McLean Community Center Helps Residents with Retirement

This fall, McLean Community Center (MCC) has put together a five-part series called “Are You Ready for the Rest of Your Life?” Each presentation will cover key topics that are valuable to anyone looking toward or enjoying the retired life. Attendees can choose to enroll in one, two or all five courses. The cost is $7 per session, $5 for MCC tax district residents. The center is located at 1234 Ingleside Ave.

The courses include:

  • Are You Ready for the Rest of Your Life? -- Wednesday, Oct. 7, 10:30 a.m.-12 p.m.

As you begin to plan for or move into retirement, what information is important to share with your loved ones and how do you start the conversation? How do you make sure your loved ones know your wishes? Which papers should you keep and which can you toss and how should you toss them? Presented by Kay Bransford, best-selling author of “MemoryBanc: Your Workbook for Organizing Life.”

  • Practically Speaking: A Real-World Approach to Estate Planning -- Wednesday, Oct. 14, 10:30 a.m.-12 p.m.

Learn the basics of estate planning and discover which documents everyone should have as part of their overall plan. This session will also cover key questions to ask yourself before planning your estate and introduce the people you need to name in your estate plan (trustee, agent, executor), their importance and the key functions of their roles. The session will cover practical approaches to planning and understanding what you should discuss with these individuals and what could happen if you fail to. Presented by Lauren Keenan Rote, Estate Planning Attorney.

  • Addressing Your Biggest Worry: Will My Money Last? -- Wednesday, Oct. 21, 10:30 a.m.-12 p.m.

This course will focus on the leading worry of most adults and offer some strategies on how to prepare for unforeseen events that can impact your retirement plans. How does a family prepare for and manage the decline in physical and executive functioning? How does one plan for a tax efficient and streamlined transfer of an estate? Other topics to be addressed include managing rising medical expenses and the planning considerations for long-term care insurance. Presented by Mark Friese and Chase Phillips, Senior Financial Advisors.

  • Options for Living Out Your Senior Years -- Wednesday, Oct. 28, 10:30 a.m.-12 p.m.

Learn the options from right-sizing and aging-in-place to other types of communities available for consideration. How will you remain independent in your later years? In this session you will learn: senior housing types and how they differ, home care types and what you need to know and general costs and considerations for each option. Presented by Heidi Garvis, Certified Senior Advisor, Senior Housing and Care Consultant.

  • When the Times Comes Will Your Family Be Prepared? -- Wednesday, Nov. 4, 10:30 a.m.-12 p.m.

Will your family know what to do and what you want when you die? Learn how you can get the funeral/burial that you want, what you can do in advance to ease the burden on others and how to plan for the costs. You will leave this session comfortable with your choices, give you the opportunity to make them known to your family and avoid any guilt or guessing. Presented by Jim Zalewski, Funeral Planning Professional.

For more information or to register, call the Center at 703-790-0123, TTY: 711, or visit: