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Interactive Chatham workshops will help you “Own your future”

Posted Thursday, August 8, 2013

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Pittsboro, NC - Do you have a plan for how you want to live securely the rest of your life? Do you think that you are too young to plan? Are you procrastinating? Will this future just happen anyway? Well, think again! As Theodore Roosevelt said, “Old age is like everything else. To make a success of it, you’ve got to start young.”

A hands-on series of workshops, “Own Your Future,” invites attendees to chart their own long-term future. Sponsored by the Chatham County Council on Aging, the series will allow attendees to interact with local experts to develop their customized lifelong plans.

Residents of any age can attend, but the series may be most helpful to those who are 55 to 65 years of age. The main topics covered are various types of decisions, plans and legal strategies, housing options, insurance and finding resources to successfully transition through stages of life beyond retirement.

All workshops will be held at the Eastern Senior Center in Pittsboro at 387 NC Highway 87 North from 6 to 8 pm on Tuesdays. A wide range of local experts are donating their time to serve as workshop resources.

“Knowledge and planning empower us to plan for a secure future, based on where we want to be during key transitions of our life,” said Angel Dennison, director of the Council on Aging.

“It is important to understand that this series is not just about money and financial planning for the future,” Dennison said. “It is about knowing what you want and developing a comprehensive, realistic plan to reach that goal.”

Dennison said that too many people come to the Council unprepared for leading the independent lives they desire later in life, often because they have lacked information or tools to do so. “It became clear that we as a community needed to reach out and engage residents in a unique learning opportunity.”

The series is supported by BOOM! Magazine, the Triangle's resource for today's active adults, available at the Chatham County Senior Centers and throughout the Triangle area. The September issue will include information on the workshops.

Residents should call the Council on Aging if they plan to attend any of the workshops in the series. Call Megan Coggins at 919-542-4512 or email

A summary of the workshops with presenters is shown below. For updated details on the schedule and topics covered, visit

First Series: Financial and Legal Strategies and Planning

· Sept. 10, 2013 - A CPA's Perspective: Financial and Legal Strategies and Planning: Mark Breakfield, CPA Blackman and Sloop CPAs PA

· Sept. 17, 2013 - Medicare Experts on Call - Face to Face: Pam Caruso, Senior Health Insurance Information Program

· Sept. 24, 2013 - Not Your Parents’ Social Security: Kathy Brommage, CFP, Edward Jones

· Oct. 1, 2013 - Taking Care of Legalities: Lunday A. Riggsbee, Attorney

Second Series: Got Goals?

· Jan. 7, 2014 - Where's Your Money Going?: Mark Breakfield, CPA, Blackman and Sloop, CPAs PA

· Jan. 14, 2014 - Preparing for Caregiving - Parents and Spouses: Brett Moraes, Council on Aging Community Care Specialist

Third Series: Planning for Long Living

· Feb. 4, 2014 - Where do You Want to Live Long Term?: Megan Coggins, Council on Aging, Community Relations and Development

· Feb. 11, 2014 -
A Lawyer's Perspective on Financial and Legal Strategies and Planning: Gregory Herman-Giddens, TrustCounsel
Assistance in Paying for Long Term Care: Kristin L. Burrows, Trust Counsel

· Feb. 18, 2014 - Are You Insured for What You're Worth?: Kathy Brommage, Edward Jones

· Feb. 25, 2014 - Minimizing Your Risk: Chad Virgil, Edward Jones

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