Southern California (SoCal) Chapter
Geography Covered/Area We Serve:
Los Angeles to Santa Barbara
In Southern California, we are building a strong network that includes holistic-minded practitioners across life areas.
Our first meeting was March 22, 2011, to see if there was enough interest to support and sustain a Southern California chapter.
We are proud to have already grown to over 20 members. Our goals are:
- sharing and learning from like-minded professionals
- building business development support and referrals
- fostering collaboration
- identifying best practices and innovative models
The heaviest concentration of the Southern California members is from The San Fernando Valley, Agoura Hills, Westlake Village, Thousand Oaks, Simi Valley, and Moorpark.
We represent a broad range of professionals who specialize in working with people 50+. Our group meets monthly in person.
Although we come from a variety of disciplines, we each see that we have a role in helping our clients understand, plan for, and meet the challenges of
living during this stage of life. Current membership includes financial planners, life coaches, therapists, physical health experts (ergonomics, occupational therapy),
gerontologists, educators, mature work force experts, philanthropy professionals, organizational development, home remodel/aging in place contractors,
spiritual/personal historian/ethical will/legacy planning practitioners, and eldercare specialists.
Chapter Leader:Andrea Gallagher
Monthly meetings are held on the third Monday of the month from 5:30 - 7:30 P.M. at
May 20, 2013
Dr. Tess Warschaw discussed "Been There Wisdom: Life Lessons of Experience, Lessons, and Wisdom"
We explored 'wisdom' that has impacted our lives from family,
friends, books, films and just plain observation.
About Dr. Tess
Tessa Albert Warschaw, Ph.D., is a distinguished author, speaker, psychotherapist/coach, and internationally recognized seminar leader, specializing in corporate negotiating strategies, entrepreneurial negotiating, and life coaching. She has a private coaching practice in West Los Angeles and is the President of DrTess.com.
Dr. Warschaw is the author of the pioneering and best-selling book, Winning by Negotiation (McGraw Hill 1980), Rich Is Better (Doubleday, 1985), co-authored Winning with Kids (Bantam, 1988), and, her latest co-authored book, Resiliency: How to Bounce Back Faster, Stronger, Smarter (Master Media, 1995) is a Book-of-the-Month Club Selection, One Spirit Club, and Quality Paperback Book Club. She also authored Lipservice - Procrastination - A Lifestyle or a Habit (TWG 1995).
Warschaw is the Founder of BTW UNLTD (Big Thinking Women) an organization created for women 50+. Its goals are simple: Shift the "aging" perspective; create legacies for self and others as well as those to follow; become a unified force-politically, socially, economically for women's' 50+ issues.
Dr Warschaw’s latest venture is the creation of a seminar series entitled, WIT (Widows In Transition) for those women who have ventured past the initial grief of loss and moving into repotting for a future filled with purpose and play.
- December 2012 - LPN party hosted by Andrea Gallagher
- No meetings in October or November 2012
- September 24, 2012:
Presentation of the LPN book, Live Smart After 50! The Experts' Guide to Life Planning for Uncertain Times"
Thirty-three experts - pioneers of positive aging and life planning - have contributed to this book, which provides invaluable information for those in the second half of life.
- No meetings in July and August 2012
- June 18:
Fifty-Plus, Minus Kids:The Unique Challenges of "Solo Agers"
Dr. Sara Zeff Geber discussed the special challenges and considerations for solo agers (singles and couples, gay and straight)
who need to prepare for their later-life years without the assistance of adult children.
- May 21:
Spirituality in the Second Half of Life
Presented by Brian Elster, Chaplain; M. Divinity, MBA,
Hospice Department, Livingston Memorial Visiting Nurse Association and Hospice
Brian discussed the importance of spirituality as we age.
Encore Careers: A New Working Identity in the Second Half of Life
Presented by Carol Freeman, Gail Meyer, and Barbara Rosenthal.
Our esteemed panelists were chosen for their backgrounds and their Encore Careers. They represent people who have purposefully moved from their original career at midlife to a very successful new career, as well as the experts who guided them through the process.
After a 30-year career at AT&T, Gail Meyer realized her dream of making moving a moving experience. Working with seniors in need has brought a new dimension to her life.
Carol Freeman, former President of Senior Concerns, has enjoyed multiple encore careers. Prior to entering the field of Senior Social Services, Carol opened and served as the CEO for Thousand Oaks Surgical Hospital and as CEO of USC Norris Cancer Hospital and at Huntington Beach Hospital in Orange County.
Barbara Rosenthal has over 20 years' experience in Executive and Leadership Consulting for both large and small organizations. Today, she works with individuals to define career goals, create strategic objectives and move forward in a challenging environment to achieve personal and professional success.
The Caregivers Path - Viki Kind, Clinical Bioethisist
Maybe you are seeing some changes in your client or a family is seeking your advice for a loved one who has dementia. Having the courage and confidence to build a good life for another person takes knowledge, insights and resources. Learn the tools which help people get past their denial so they can accept the guidance you are offering. Even if your clients are doing well, knowing what might happen with a loss of mental capacity can make all the difference We will be practicing these tools with real-life cases.
Viki Kind is a clinical bioethicist, professional speaker and hospice volunteer. Her award winning book, "The Caregiver's Path to Compassionate Decision Making: Making Choices for Those Who Can't," guides families and professionals through the difficult process of making decisions for those who have lost capacity. Viki is an honorary board member of the Well Spouse Association and has been a caregiver for many years for four members of her family.
- Feburary 27:
Smart Brains, Insights on Brain Fitness - Theresa Barr and Joan Howard of the Recognitioning Center
Join these two brain fitness experts and learn innovative ways to improve your brain function.
Tee Barr: Utilizing her prior work experience as a motivational speaker/creator/presenter of educational programs as Ella the Storyteller, and experience using DakimÂ® Brain Fitness software with residents in assisted living facilities, Tee Barr provides 90 minute Brain Fitness programs to local senior centers. Each program session is comprised of DakimÂ® Brain Fitness computer exercises, Laughter Therapy, and includes education on activities to promote brain fitness and the proper nutrition for good brain health.
Joan Howard is a licensed Marriage and Family Therapist offering consulting services to assisted living communities as well as individual, group, family and couples counseling in her 35 year private practice in the Conejo Valley. Joan's recent work helping people with life transitions has led her to develop innovative programs to maintain and enhance brain functioning at midlife and beyond. She is currently involved with research and design of new programs and treatments for brain function impaired by stress, the aging process, anxiety and depression. She uses music to stimulate memory, cognitive function, socialization and emotional wellness. Joan has a passion for helping people find meaning and value and balance in their lives.
January 16, 2012:
Program: Exploring the Personal Mythologies about Money - Suzanne Cloutier
Explore our personal mythologies (stories) about money and uncover the attitudes and beliefs about money that affect our decision making.
Some of the topics that we will touch on are: money as a taboo subject, money in relationships, money conflicts, self-esteem and money,
personal mythology and women, power, and money.
Suzanne Cloutier, PhD, CPA is a certified public accountant and mythologist.
She established Cloutier and Associates, an accounting firm in Westlake Village, which provides services to entrepreneurs and investors in various industries including
internet technology, software development, real estate, professional services, and others including tax-exempt organizations.
She is the author of the course "Mythology of Money" which examines attitudes and beliefs about money and offers tools to effect change. www.mythologyofmoney.com and www.cloutierassoc.com.
- December 6, 2011:
LPN is holding its National Meeting December 6 at the Omni California Plaza in downtown LA.
The meeting, which runs from 2:00 p.m. - 8:30 p.m.,
includes national presenters and an interactive format,
and ends with cocktails, appetizers and three-course dinner.
Come meet LPN members from around the country and enjoy this dynamic event.
Attached is the agenda.
- November 9, 2011: Our November meeting will be a social one,
an opportunity to visit, network and kick-off holiday celebrations.
Andrea Gallagher, President of LPN, will be hosting appetizers and cocktails at her Westlake
Village home on Wednesday, November 9 from 5:30 - 8:00 pm.
Please RSVP "yes only" to email@example.com
and then she will send the address and directions.
- September 19, 2011 - Building Support Groups: Whether face-to-face, by teleconference, or by Internet "chat";
as the leader of a support group you can help your community, build your business and get first-hand information about client needs.
Is building a support group right for you, and what are the steps to create one? www.supportworks.org/shgbuild.htm
Panel presentation, Moderator: Andrea Gallagher
Maureen Symonds: Maureen Symonds is the Director of Programs for Senior Concerns in Thousand Oaks.
Ms. Symonds facilitates support groups for caregivers at Senior Concerns' Day Program.
Dr. Lisa Hayden: Dr. Lisa Hayden is a clinical research psychologist with the Greater Los Angeles Healthcare system.
Dr. Hayden has facilitated support groups for the Alzheimer's Association for many years as well as groups at St. John's
Hospital for Brain Tumors and Blood Related Cancers. Her areas of research include: Internet and Telephone based support groups and
she has a long standing interest in helping individuals obtain information and support via diverse modalities.
Leslee Jacobs: Leslee Jacobs is the President and Founder of the in-home companion care company, Giving Tree Care In Home Care (GTC).
Ms. Jacobs specializes in Parkinson's and Alzheimer disease education, and runs monthly support groups for clients and their families
suffering from these, and similar illnesses.
- What is a support or share group?
- How did theirs begin?
- Is special training needed to run one?
- How do you determine the material to be discussed in the group?
- Do you have a list of established rules?
- How is confidentiality handled?
- Is there a fee charged?
- Are there agendas for the meetings?
- What makes a good location?
- How do you market your group?
- How do you measure success?
- October 17, 2011 - Own the Room:
Whether you stand in front of a larger room and prepare to give an important presentation or are asked at a networking meeting what sets you apart -
you want to own the room. Deborah Shames and David Booth of Eloqui deliver an interactive presentation to become a compelling speaker.
We had a packed crowd for this topic (Communication and Presentation Skills) and it was a hands down favorite.
A number of you who could not attend asked for meeting notes.
This incredible interactive presentation, did not lend itself to note taking, but we encourage those of you who wanted notes to consider purchasing
Deborah and Davidƅs book, Own the Room www.eloqui.biz. Every tip and insight offered during their presentation is in the book.
Presentation and Communication Training
4723 Barcelona Court
Calabasas, CA 91302
- July 18, 2011 - When Roles Reverse: A Guide to Parenting Your Parents
What happens when you or your clients experience...
- You find three gallons of Scotch in your dad's retirement home closet;
- Your Mother refuses to leave her home of 34 years and can only be coaxed into the car with promises of ice cream;
- At a crowded Sunday dinner table, your father announces that he wants you to give him an enema after lunch . . .
How does one deal with these situations and how can we put some of these techniques to work in our practice. Moderator: Curt Gorelick
June 20th: Will My Business Be Ready for the Future of Aging? - Five future trends will impact the future of aging.
- The complexion of seniors is changing
- Our healthcare system in unsustainable
- 50% of boomers will outlive their money
- We've lost trust in institutions - banks, government, etc.
- Living longer now means extended capacity - what will folks do with their time?
And as important, will our businesses benefit or need to change as a result of these trends.
May 2, 2011: Fear (of change, of aging, of economic disaster, of uncertainty, etc.)
Fear is the sub-text of so much of our work and what gets in the way of people being willing or able to take a preventative approach to their lives ( in the sense of being in reality and actually making conscious and considered plans for their future). How have we helped our client overcome their fears?
The format includes café conversation circles.
March 22, 2011 - Join us to create a local, vibrant, network of professionals who help those in the second half of life create lives of health, independence, purpose and passion.
You are invited to participate in the first in-person meeting of the newly forming Life Planning Network (LPN) of Southern California; a cross-disciplinary group of professionals providing services to people in the second half of life.
Our inaugural meeting will be held on Tuesday March 22, from 5:00 - 6:30 at Senior Concerns, 401 Hodencamp Road, Thousand Oaks, CA 91360.
Over wine and cheese, you will have an opportunity to network and learn about what the Life Planning Network has to offer. Special guests include Andrea Gallagher, Vice President of LPN and Sara Zeff Geber, Nor Cal Program Chair and National Steering Committee Member.