SILVER SPONSORS

Contact: Fleta Herb, Senior Community Sales Director
Web: Visit Atria Senior Living Website
Phone: 925-937-7300

Atria Senior Living is a leading operator of independent living, assisted living, supportive living and memory care communities in nearly 200 locations across the U.S. and Canada, including 39 communities in California. We are the residence of choice for more than 21,000 seniors, and the workplace of choice for more than 14,800 employees.

Atria creates vibrant communities where older adults can thrive and participate, know that their contributions are valued, and enjoy access to opportunities that help them keep making a difference in our world. For more information, visit us online at AtriaSeniorLiving.com.

Contact: Laura Waal, Pre-Arrangement Advisor
Email: LAURA.WAAL@sci-us.com
Web: Visit Neptune Society of Northern California Website
Phone: 925-788-8018

Give Laura a call to find out the benefits of advanced planning with The Neptune Society at (925)788-8018. Eases the emotional & financial stress for family members, covers you both at home and while traveling, a 75% savings, on average, over burial, and much more.

Contact: Tammy Jo Borosky, Owner
Email: clearorganizing@gmail.com
Web: https://www.clearorganizing.com/
Phone: 925-708-8265

Clear Organizing specializes in Senior Move Management, home organizing and estate clearing.

Our focus as Senior Move Managers and Home Organizing Specialists is to help clients get and stay organized during times of transition. Our team partners with you to accomplish the tasks needed to achieve your goals. Whether the task is downsizing, dealing with years of paperwork or just developing a game plan to help you get more organized, we want to be with you every step of the way.

We support clients in the SF East Bay areas, including Lafayette, Orinda, Moraga, Alamo, Walnut Creek & Rossmoor. If you’re feeling a bit overwhelmed about an upcoming life transition, we’d love to help. Our joy is bringing you clarity.

Contact: Julie Fiedler, Attorney, RN
Web: https://www.horizonlawca.com
Phone: 925-275-5509

Horizon Elder Law & Estate Planning, Inc. offers quality Estate Planning for singles & couples and serves our senior population by providing assistance with governmental entities and long-term care planning. The firm also offers services in probate, guardianship and conservatorship administration in Alameda County, Contra Costa County, Alamo, Antioch, Rossmoor, San Ramon, Concord, Danville, Dublin, Moraga, Pleasanton, and throughout the state of California.

Web: Visit LivHOME Website
Phone: (800) 807-5854

LivHOME is one of the nation’s most trusted providers of professional senior care, Our services combine the expertise of professional care managers, the compassion of dedicated caregivers, and the capabilities of technology to deliver better care experiences for seniors and their families. Contact us today to find out how we can care for the ones you love!

Our caregiving services help older adults live to their fullest potential in the comfort of their own home, bringing added safety, comfort, and joy into their lives.

Companionship
Personal Care
Medication Reminders
Light Housekeeping
Meal Preparation
Transportation

Our Life Care Managers work effectively with families and professionals to make sure older adults receive all the support to which they are entitled.

Monitoring and advocating for medical needs
Providing peace of mind by being on call
Coordinating and monitoring service providers
Providing counseling and emotional support
Making and recommending home safety changes
Implementing memory care and support
Coordinating government assistance, insurance, or other benefits

Contact: Pam Campbell, Director of Marketing
Email: pam.campbell@oakmontmg.com
Web: Visit Oakmont of Concord Website
Phone: (925) 798-4004

Oakmont of Concord and Oakmont of Montecito are two premier senior communities situated on beautifully landscaped campuses in Concord. Developed by Oakmont Senior Living, our communities provide exceptional quality, comfort and care with five-star services and amenities. Residents enjoy a rewarding lifestyle with individualized comprehensive support that promotes continuing independence. We offer independent, assisted living and memory care services. Oakmont of Concord is the baby of the Oakmont communities, having been open for a little over two years while Oakmont of Montecito is a more established community.

Oakmont Senior Living is a recognized leader in the retirement industry, having planned and developed more than 40 retirement communities in the western United States. Our company is dedicated to hearing, understanding and responding to the needs of aging seniors. Our award-winning communities and attentive staff ensure that your retirement years will be full of comfort and luxury. We are so very pleased to serve the Concord community.

Contact: Marty Appel
Email: LM_Appel@yahoo.com
Web: http://www.MartyAppel.com
Phone: 510-701-2167

Contact: Martha Echols
Email: mechols@rfslends.com
Web: http://www.MarthaEchols.com
Phone: 925-914-9326

Retirement Funding Solutions (RFS) is an FHA-approved lender specializing in one thing and one thing only: reverse mortgages. Commonly known as the Home Equity Conversion Mortgage (HECM), it allows qualified homeowners, 62 and older, to withdraw a portion of their home’s equity, without the burden of a monthly mortgage payment.

Retirement Funding Solutions is a company founded by seasoned, recognized reverse mortgage industry leaders who are dedicated to serving the needs of senior homeowners and homebuyers. At Retirement Funding Solutions, we take pride in our core values of integrity, loyalty, diligence and compassion.

Retirement Funding Solutions’ dedicated Reverse Mortgage Specialists Marty Appel and Martha Echols provide personal service in the San Francisco Bay Area. They are here to meet with and educate homeowners, financial planners, attorneys and real estate agents about the many ways a HECM can help homeowners live more comfortably now and prepare for the future. Marty and Martha assure their clients, homeowners and buyers, that they are not alone, but are fully supported, as they decide on an HECM.

Contact: Jenny Shively
Email:
Web: Visit The Heritage Downtown Website
Phone: 925-943-7427

The Heritage Downtown is “the” Bay Area’s #1 Active Senior Living Apartment Homes Community, focused on providing the highest “Quality of Life” for each and every one of its Residents.

Our amenities include:

On-site “Farm to Table” First Class Restaurant
Organic Garden
On-site Salon
Social & Educational Programs
Library & Computer Center
Housekeeping
Heated Swimming Pool & Spa
Off-site Excursions
Concerts
Events
Top-of-the-line Fitness Center, featuring classes conducted by our long-standing partner Live2BHealthy

With our amazing on-campus 24-hour staff and daily Shuttle Service, supported by a fantastic group of individuals who thrive on a Team Mentality, we strive to create a deep sense of Community for all our esteemed guests and their families.

thank you to all of our sponsors...

LOCATIONS?

(ONLINE WEBINARS ONLY DURING SHELTER IN PLACE)

PHONE: 925-899-4049

EMAIL: dayna@savvyseniorsliving.com

QUESTIONS?

Please feel free to contact Dayna Wilson via email or phone 925-788-6582 concerning questions you may have about downsizing, senior living options, 55+ neighborhoods, or other related topics. If our staff is unable to answer your questions, we will direct you to one of our many subject matter experts who will be happy to assist you.