Ohio REALTORS® 109th Annual Convention & EXPO

Cincinnati, Ohio  

 

September 17, 2019

CE CLASS SESSION Take Stress Out & Put Success in When

Working with Seniors 2:00 pm – 3:00 pm (1 Credit Hour)

INSTRUCTOR(S): Michelle Missler, Kathie Currier

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TAKING STRESS OUT & PUT

SUCCESS IN WHEN WORKING

WITH SENIORS

MICHELLE MISSLER

KATHIE CURRIER

SEPTEMBER 17, 2019

Session Objectives

• Progression of Aging

• Innovation in Housing 

• Growth Statistics of Older Adults

• Concerns and Issues of Elderly Clients

• Skills and Documentation Needs

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Aging –So Cool, Everyone is Doing It

• Transition from Institutionalized Care to “Aging in Place”

• Aging goals of today

Challenges with “Aging in Place”

• Social Isolation

• Home Repairs and Modifications

• Home and Community Based Services

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What resources exist as we age?

• Federal Funding

• State Programs

• County Community Based Programs

Innovations in Housing

• The Village Model

• Home sharing

• Accessible Dwelling Units

• Technology

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Challenges for a population Aging in Place

• Changing population needs

• Access to services

• Social Isolation

• Loss & Grief

• Housing

Working with Elderly Clients

Kathie Currier, Realtor® SRES

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By the numbers:

By 2030, the US Census Bureau

predicts that people over the age of 65

will outnumber children under the

age of 18.

For 2018 in Ohio, 13 of 88 counties

have already experienced this “flip.” Up from

only 9 counties in 2017.

By 2034, more than 1 in 5 people in the

US will be 65 or older.

9 out of 10 adults over 65 plan to “age

in place.”

Two Characteristic Concerns of Elderly Clients

•Need to stay in control of life when so many other things are failing them.

•Creating a legacy in a world where time is running short.

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FEARS AND CONCERNS:

of Elderly Clients

Loss if independence

Outliving their money

New living environment

Navigating the process of getting there

Being a burden to their family.

of Their Adult Children

Doing the right thing (making good decisions)

Having done all they could

Providing adequate and appropriate care

Financing future care

Juggling schedules

Finding and keeping competent providers

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Skills to have when working with older clients:

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Patience, patience and MORE patience!

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Great listening skills

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Empathy (not Sympathy)

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Appreciation for their concerns

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Willing to do things the “old fashioned” way

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Work at a pace that aligns with their abilities

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Flexibility in a crisis

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Working with Clients & Caregivers

Documentation Issues

Medical Power of Attorney & Living Wills

Durable Power of Attorney

Last Will & Testament

Trust Binder (Memorandum of Trust)

Questions?

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