Successful Transitions for Seniors

A talk by Troy Williams
Oasis Senior Advisors, Oasis Senior Advisors

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Advanced Planning With Your Loved One A. Statistics B. The hard conversation – setting goals, talking about triggers C. Funding options

II. Set High-Level Goals With Your Loved One A. Thriving at home B. Deciding on the necessary systems
C. Exploring community options

III. Identify Triggers Affecting Your Loved One’s Daily Life A. Cognitive, Physical, Emotional B. Keep an eye on 6 key areas a. Mobility and safety in their environment b. Consistently managing their medical conditions c. Safely and consistently completing their Activities of Daily Living d. Keeping up with their Instrumental Activities of Daily Living e. Enjoying their meaningful activities f. Caring for the Caregiver

IV. Acting On Your Goals and the Triggers A. Where is your loved one – home or medical setting? B. Size up the risks relative to 6 key areas – bring in an expert, rely on your social worker C. Initiate or increase care in their home? D. Pursue your community solution?

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Troy Williams

Certified Senior Advisor

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