Free Virtual Meeting-Comprehensive Planning for Aging Adults - A Panel Discussion

Date: Monday, May 18, 2020
Time: 11:30am - 12:30pm
Location: Zoom
Speaker: Leann Moore, Jennifer Shulman, Teresa Jackson

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Comprehensive Planning for Aging Adults

A Panel Discussion

Teresa W. Jackson


Leann Moore

A Stress-Less Transition

Jennifer Shulman

Simply Balanced Solutions

Handling daily finances, dealing with a lifetime of accumulations, maintaining a home, as well as navigating health care and medical issues can be overwhelming for the older individual, especially if a spouse is acting as caregiver for the other or they have no one.

A panel of senior living industry professionals will discuss resources available to help aging adults, their families and trusted advisors.



This program is offered FREE.

The link to join the Zoom session will be sent the week of the meeting to all registrants.

Program Sponsor: 

Teresa W. Jackson, MAG, CMC, CDP ~ "Teresa received her Master's of Arts (MA) in Gerontology and has worked in care management and elder care for over 25 years. She is a Certified Care Manager (CMC) and member in good standing of the Aging Life Care Professionals Association since 2005. Additionally, Teresa is Florida Assisted Living Facility Core Certified, a Certified Dementia Practitioner, and a Positive Approach to Care Approved Trainer.

Having seen first hand how family dynamics can affect the care of an older adult, Teresa was drawn to the study of Gerontology. She enjoys the opportunity to assist other families on their journey when faced with the challenges brought on by aging and eldercare. Teresa believes she accomplishes this through respect and compassion, combined with education and knowledge.

Teresa has extensive and diverse experience in aging services throughout Tampa Bay, the UK and North Carolina. In addition to many years providing care management and advocacy, Teresa has worked in various roles at care facilities and public aging agencies. She brings this experience to help the care management team at EasyLiving continue to improve services, manage complex cases and evolve to serve clients and families with a range of needs."

Leann Moore is the owner of A Stress-Less Transition, LLC, a Senior Move Management company serving the Tampa Bay area.  After nearly two decades in corporate America (most recently with Raymond James Financial  as an HR and Corporate Training Manager), she found her passion.  She is the go-to resource for older adults and families and helps reduce the stress of a physically and emotionally overwhelming situation by facilitating the myriad of details associated with a move or organizing an estate for dispersal. 

Leann is a member of the National Association of Senior Move Managers, the Hillsborough County Better Living for Seniors and the Pinellas County Estate Planning Council.

Jennifer Shulman, MBA, CDMM is the Owner and Principal of Simply Balanced Solutions, LLC. Jennifer earned her bachelor's degree in Accounting from the Fisher School of Accounting at the University of Florida and her MBA from Saint Leo's University. She began her career as a financial statement auditor for a regional public accounting firm. As an auditor, it was Jennifer's responsibility to scrutinize and report on the financial status of companies across many different sectors and industries. It was during these years that she gained additional accounting expertise and an eye for detail. She later went on to be a Senior Accountant for a national company. As a Senior Accountant, Jennifer was responsible for ensuring the financial accuracy of the company's operations and resulting financial statements. She also compiled and organized all of the financial statements reporting and account activity, which was then provided to executive management. Expertise, organization and accountability were all valued traits in both of these positions and she continues to employ these traits in all aspects of her professional life. 

Over the years, Jennifer became increasingly aware of many Seniors and their families whom take care of them. They are dealing with worsening health, loss of a loved ones, as well as being defrauded due to scams and abuse. All of these events inspired Jennifer to marry her two callings: her accounting expertise and her passion for helping people, resulting in the creation of Simply Balanced Solutions. Jennifer became a Certified Daily Money Manager (CDMM®), in 2016 after meeting industry qualifications including experience in the field, background checks, passing an extensive examination solely focused on Daily Money Management. Jennifer is proficient in Quick Books Online, became a Quick Books Pro Advisor by completing the Certification course. 

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