|
To Contact Us:
Lowcountry Senior Network
1000 Johnnie Dodds Blvd
Suite 103 - 306
Mt Pleasant, SC 29464
or email
info@lowcountrysn.com |
Email your Member news here
Happy New Year! As a
fellow LSN member, I wanted to drop you a quick
note to let you know that our firm is offering
deeply discounted income tax prep this year as a
way to introduce folks to our additional
services. All taxes are done by my staff CPA who
has been practicing for 20 years. Please also
feel free to pass this offer on to your friends,
clients, and co-workers, especially those over
the age of 50. $59 covers 1040, Schedules A, B,
& D. If someone needs a business return or
Schedule C done, that is extra. However, you
will find our prices far more reasonable than
most all CPA firms as we do not have their
overhead or staffing levels to pay for. Also for
every referral someone sends us, we reduce the
cost of their return by $10.
I also invite you to
check out our website when you get a moment as
well. It offers more detail on the services we
provide, which range from conservative
investment management, life insurance, long term
care insurance, medicare supplement insurance,
retirement and financial planning, college
funding, etc.
I look forward to
seeing you at LSN events this year and hope to
sit down for a visit with you as well.
Warm regards,
Paul
Paul C. MacDonald,
CLU, ChFC
The MacDonald Tax &
Financial Group, Inc.
1127 Queensborough
Blvd. Suite 105
Mt. Pleasant, SC
29464
(843) 284-0370
(Local)
(866) 535-7298
(Toll-free)
(843) 284-0372 (Fax)
www.macdonaldtaxfg.com
E-mail:
pmacdonald@capitalsynergypartners.com
Registered
representative of and securities offered through
Capital Synergy Partners. Member FINRA/SIPC.
18551 Von Karman Ave., #160, Irvine, CA 92612
(949) 442-7413. The MacDonald Tax & Financial
Group, Inc. and Capital Synergy Partners are
unaffiliated entities.
For Immediate
Release:
Jan. 17, 2012 For
more information, contact:
Holly Fisher, HAF
Creative
843-991-1689
holly@hafcreative.com
Twitter: @hollyannfisher
Reverse Mortgage
Specialist First in State to Earn Professional
Certification
CHARLESTON, S.C. –
David Heilman, vice president of Franklin
Funding Reverse Mortgages, is the first in South
Carolina to earn the Certified Reverse Mortgage
Professional (CRMP) designation. Only 32 people
in the country have this designation awarded by
the National Reverse Mortgage Lenders
Association.
To become certified,
an individual must demonstrate knowledge and
competency in the area of reverse mortgages and
a dedication to upholding the highest ethical
and professional standards. Heilman’s
certification also was based on his experience
in the industry and continuing education.
“Obtaining this
designation was a goal of mine because it shows
a clear level of commitment to the industry and,
most importantly, to the seniors we serve,”
Heilman said. “And with more than 10,000 people
turning 65 each day, there is no doubt the use
of home equity will be needed more than ever as
seniors try to maintain their lifestyle,
continue funding retirement or pay for
healthcare.
Heilman, a resident
of Summerville, has been with Franklin Funding
since 2007. He currently serves president-elect
of the Mortgage Lenders Association of Greater
Charleston and will take on the role of
president next year.
Reverse mortgages are
available to seniors age 62 and older who have
home equity. They allow senior homeowners to
borrow against the equity in their homes without
having to make monthly payments as is required
with a traditional mortgage. With a reverse
mortgage, funds are advanced to the borrower and
interest accrues, but the outstanding balance
isn’t due until the last borrower leaves the
home, sells the home or dies.
About Franklin
Funding Reserve Mortgages
Franklin Funding
Reverse Mortgages is a licensed FHA mortgage
banking firm specializing in reverse mortgages
for senior homeowners in South Carolina.
Franklin Funding has been helping individuals
and families since 1999. For more information,
call 843-762-2218 or visit
www.franklin-funding.com
The Palms of Mt.
Pleasant, a full service retirement community,
will be holding a networking oyster roast and
lowcountry boil with drinks Thursday, February
23, from 4:00pm-6:00pm. Live music will be
provided to entertain our guests! The event will
take place in our courtyard and lounge area.
Please RSVP to Marisa Ferguson at 843-884-6949.
The Palms is located at 937 Bowman Road in Mt.
Pleasant.
January 7, 2012
6296 Rivers Avenue
N. Charleston, SC
29406
Editor
Post and Courier
134 Columbus Street
Charleston, SC 29401
Dear Editor,
After recently
reaching the milestone of 30,000 rides,
ITNCharlestonTrident would like to take this
opportunity to thank our volunteers who drive
your neighbors and friends to the places they
need or want to go in our service area.
ITNCharlestonTrident
offers rides 24 hours a day, seven days a week
for any purpose to people over 60 and those with
visual impairments. The generosity of our
volunteer drivers makes possible a service few
communities offer –dignified transportation that
is door to door in personal automobiles. No
matter our ages, we all still have the same
needs to see friends, family, go to medical
appointments and buy groceries but we may no
longer be able to drive safely.
Our volunteers improve
public safety for all of us and support ITN’s
ability to provide an average of 500 rides per
month. They bring customers to your stores and
help adult children who might otherwise have to
leave work to drive parents to an appointment.
If you would like to
join these special people, please call ITN as
225-2715.
Thank you.
Barbara Franklin
Volunteer Committee
Chairman
(709-1939 – cell)
Senior Realtor
specialist immerses herself in elder care, aging
in place issues
A
midlife career change got Debra Whitfield into
real estate. Approaching age 50 led her to her
niche: assessing the housing needs of older
people.
She
earned a Seniors Real Estate Specialist
certification five years ago and hasn’t stopped
delving into matters facing homeowners who have
reached the half-century mark.
“I help
baby boomers, retirees and seniors,” says
Whitfield, broker with Coldwell Banker United,
Realtors at its office not far from Johnnie
Dodds Boulevard.
Click here to read the Post & Courier Article
BURGER COLUMN: Caring for
our aging parents
Read the Post & Courier Article Here
|
Realtor group honors
Whitfield
A broker
who focuses her business on helping senior home shoppers
find attractive, affordable places to live has earned top
awards from her peers.
Debra
Whitfield was named 2010 Realtor of Distinction by the
Charleston Trident Association of Realtors. She also was
included among the East Cooper Top Producers for 2010.
Whitfield, who is with the Mount
Pleasant office of Coldwell Banker United, Realtors, is a
Seniors Real Estate Specialist, or SRES. She markets to the
50-year-old-plus community as they transition in their real
estate needs.
See Article Here |
|
 |
|
Barbara Franklin -
Long-term-care specialist works to help seniors - November
26, 2010
Click here to read original article
Q: You
work with the elderly in both your business (Franklin &
Associates) and as a volunteer. What do you like about that
demographic?
A: Seniors are interesting -- I
find that they have wonderful life adventures and stories to
share! At the same time, I enjoy being of service to seniors
and their family members when they are confronted with some
of the complex and confusing issues related to retirement
living, health care and long-term-care planning.
Q: Before
you became a long-term-care specialist, you worked in human
resources. What attracted you to your current field?
A: My own vulnerability, not
having children, attracted me to the field initially, but my
father's lengthy struggle with Alzheimer's disease gave me
an "up-close and personal" view of the costs of care and how
it can affect seniors and their family members on a
day-to-day basis.
Q: You and
your husband started the nonprofit S.C. Aging in Place
Coalition. In a nutshell, what does the organization do?
A: The coalition is unique in that
it brings the private sector together with nonprofit and
government agencies for a common mission. The 85 member
organizations are dedicated to providing education,
resources and outreach that can help an individual stay
safely, comfortably and independently in their own residence
for as long as possible. (www.scaipc.org).
Q: Tell us
about the transportation problem that led you and others to
start the Independent Transportation Network.
A: Seniors ask over and over, "How
will I get to the places I need or want to go when I can no
longer drive?" Safe, reliable and efficient transportation
becomes one of the key elements in the aging-in-place
equation. ITNCharlestonTrident provides dignified,
door-through-door transportation 24 hours a day, seven days
a week for seniors -- 65 and up -- and the visually
impaired. It started in November 2006 and has completed
close to 25,000 rides. (www.itncharlestontrident.org)
Q: What
would you like to tell potential volunteer drivers?
A: It's not just a ride, it's a
relationship with an individual who will be extremely
grateful for the service you provide. Unlike many volunteer
opportunities, ITN is flexible. You can provide a ride when
and where it is most convenient for you.
Q:
November is National Long-Term Care Awareness Month. Why do
you think it's important for women in particular to plan for
long-term care?
A: Women live five years longer
than men and make up 74 percent of the residents in
long-term-care facilities (according to the American
Association for Long Term Care Insurance). Women are called
upon more frequently as caregivers in the family and as a
result often turn down promotions or leave the work force
altogether. As a result, their finances may suffer, leaving
them vulnerable to the financial risk of a future
long-term-care need.
Q: Where
do you see yourself in 20 years?
A: Like my mother -- volunteering,
engaged, active and using my iPad or whatever technology is
available at the time, to keep in touch with family and
friends around the world.
Q: What
books are currently on your nightstand?
A: "The Reluctant Empress," a
biography of Empress Elisabeth of Austria. My mother was
born in Vienna, and I am fascinated by the history of that
region.
Q: What
was your best vacation, and where are you still hoping to
go?
A: Galapagos Islands and Antarctica top the list, but I
still hope to go to Hudson Bay, Canada, to see polar bears!
Q: Will
you be doing any shopping today, Black Friday?
A: I'll be strolling with friends
on King Street -- shopping is a distinct possibility!
Compiled
by Kristen Hankla |
|
|
|
|
|
|
Back To Top |
|
Photos
LSN Meeting 09-2011
Photos from A Day of Caring
|
LSN night at the Riverdogs
 |
|
Nick Gregory speaker for August
|
| Photos
from July Meeting 2011 |
 |
 |
 |
|
Bowling 2011 |
 |
 |
LSN Casserole Luncheon for the seniors and foster
grandparents at the Charleston Area Senior Center on
Friday, March 25th
LSN
October 12, 2010 meeting
Dr Can Horn, Lighthouse Care
Center of Conway
speaking on "The Aging Brain"
 |
INPO 2010
- a "Tweet" Success
LSN Members
help Operation Home and Heat Relief Project
|
|
Tom Sweeney. Paul Franklin, Cheri Williams
and Marie McGuirk are gloved and ready to
serve dessert. |
Jeanette Blankenship, Mary Ross McQuage and
Stephanie Merrell. |
Serving Salads and Smiles are Barbie Dugan,
Rebecca Imholz, Stacey Pierce, and Annelle
Orr |
|
|
|
Ashton and Laura serve up soup |
Bill Eaton and senior listen to soup options |
|
Rebecca are all smiles as they serve up
delicious soup |
Karin and Nell Early, This reminds me of
sitting at my mother's kitchen table eating
soup |
|
Ashton, Robyn,
Marissa, Maureen, David |
|
|
|
|
Barbara Franklin of Franklin and Associates was
among 12 influential Charleston area women recently
honored during a luncheon hosted by the Charleston
Regional Business Journal. The women were selected
for their accomplishments, leadership and commitment
to service in the community. |
|
|
|
Bowen's Island |
|
Back To Top |
|
|
