Sponsor: Charter Financial Resources, LLC

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Charter Financial 

  • Jim Brown, 720-344-5386

   FREE LUNCH AND LEARN SERIES at Memory Lane/Charter Financial:  

   Saturday, January 26   from 11:30 am-12:30 pm

  Caregiving While Keeping Your Job, with speaker Karen Owen-Lee

   RSVP to 303-468-2820

Click HERE for the CAREGIVING WHILE KEEPING YOUR JOB  flyer

MONTHLY LUNCH SEMINARS:  AGING AT HOME, Learn About Tax Free Strategies.

(choose one)  Saturday, January 12 and 19, February 2 and 9   from 9:30 am-11:00

RSVP to 303-468-2820     Click HERE for the AGING AT HOME flyer

MONTHLY LUNCH SEMINAR:  THE NEW REVERSE MORTGAGE FOR 2019

Saturday, January 19 from noon - 2:00 pm

Saturday, January February 2 from noon-2:00 pm

RSVP  to 720-473-5483                        Click HERE for the flyer

In this presentation, Karen Owen-Lee takes employees through the steps of creating a plan to help a senior relative and not endanger their job. Attendees will learn:

  • How to evaluate a senior relative's needs.                                 • How to create an outline of your caregiving plan
  • How to get other family members involved by                             for your boss.

gathering to write a Family Action Plan.                                     • How to manage the emotional upheaval of

  • How to find and use community services to                                parenting your parent.

cut down on taking time off to care for your relative.               • How to care for yourself and avoid caregiver's burnout.

Contact Karen for a free 30 minutes coaching call at Karen@KarenOwenLee.com or call 303-875-4466.

Karen Owen-Lee, BS and MS in Gerontology, is the Senior Care Specialist as well as a radio talk show host, coach, author, consultant, and keynote speaker. She is the founder of Housing Options for Seniors, Colorado Real Estate Lady for Seniors and Creative Results for Seniors. Karen's specialty is guiding baby boomers through the fear and anxiety of dealing with an aging parent. Work with Karen to cre­ate a plan that ensures keeping your parent safe and healthy.

303-875-4466

karen@karenowenlee.com karenowenlee.com  

Securities and Advisory Services offered through Centaurus Financial Inc. Member FINRA and SIPC, A registered Investment Advisor. Char­ter Financial Resources, LLC and Centaurus Financial, Inc are not affiliated Centaurus Financial, Inc does not offer tax or legal advice. Office of Supervisory Jurisdiction, 9335 Commerce Center St Unit B5 Highlands Ranch, CO 80129 Phone: 720-344-5386, Fax: 303-683-4291

Saturday January 26  from 11:30-12:30