FRIENDS & FAMILY WELCOME
Wednesday, May 13th at 1:00 PM
Red Cross Building
605 Barnes St.
Vancouver, WA 98661
RSVP to Madeline
mkoo@fortvancouverim.com
(360) 823-0477
WHAT TO EXPECT
Join us for a relaxed afternoon designed to bring clients and their families together with trusted professionals. Whether for yourself or a loved one, we invite you to bring anyone involved in these important conversations.
After a brief welcome, enjoy time to chat with experts, ask questions, and explore resources.
WHAT YOU'LL FIND
You'll be able to connect with a range of professionals, including:
HOME & LIVING TRANSITIONS
Resources for staying in your home safely or exploring new living options.
Heritage NW Group takes a holistic care approach, empowering seniors, people with disabilities, and residents of Washington state by identifying behavioral health, mental health, organizational, and relocation needs.
Adaptable Abodes offers home accessibility design, comprehensive assessments, and phased remodeling support for homeowners navigating life transitions.
From grab bars and bathroom remodels to elevators, ground-floor living, additions, multigenerational living, and fall prevention, they help homeowners understand what is possible, practical, and worth investing in before engaging a contractor.
With a foundation in Occupational Therapy, they bridge clinical insight and construction planning—helping homes adapt as life changes.
The Savvy Granddaughter helps seniors and their families navigate transitions like downsizing, preparing homes for sale, and finding the next right living situation. Blending real estate expertise with a compassionate, family-centered approach, they simplify decisions and guide each step with care.
CARE AND FAMILY SUPPORT
Guidance for caregiving, coordination, and evolving family needs.
PNW Aging provides families and loved ones with an inclusive care experience through resources and ongoing support for the aging and disabled population.
Kinforward helps individuals and families navigate complex health and life transitions by providing care coordination, guidance, and support. They focus on simplifying decisions and connecting people with the right resources through personalized, person-centered care.
LiveWell Care Management provides geriatric care management services that support older adults and their families through the complexities of aging. Their team creates personalized care plans and offers advocacy, coordination, and guidance to help ensure safety, well-being, and peace of mind.
MEMORY & SPECIALIZED SUPPORT
Dementia and complex care support.
HOPE Dementia Support provides support, education, and advocacy for care partners and individuals living with dementia. Powered by volunteers and donors, they offer support groups and community programs to build a compassionate, informed community where families feel empowered and supported.
FINANCIAL PLANNING
Tributa Tax provides tax preparation and accounting services for individuals and businesses, including preparation of final tax returns for deceased individuals. Tributa will share key considerations to keep in mind from a tax perspective when a loved one passes away.
Fort Vancouver Investment Management
Fort Vancouver Investment Management helps individuals and families organize and manage their financial lives. They will share strategies for account organization and registration to support smoother transitions through aging and estate-related changes.
Mark Howard, Mortgage Advisor Reverse Mortgage Specialist
Mark is a reverse mortgage specialist who helps older homeowners access home equity to support aging in place and stay in their homes. He will share how reverse mortgages can be used as a funding option for covering expenses and supporting long-term living at home.
RSVP