The Road Ahead: Mapping Your Later Life Journey with Confidence

May 7, Alissa Sauer

Join Woodland Terrace on May 22 for an empowering afternoon of expert guidance, thoughtful planning, and light refreshments.

At Woodland Terrace, we believe the journey into retirement and beyond should be met with confidence, clarity, and community. That’s why we’re thrilled to host “The Road Ahead: Mapping Your Later Life Journey”—a complimentary informational event designed to help you navigate the next chapter with ease and assurance.

Whether preparing to move to independent living, actively exploring downsizing options, or simply curious about what’s next, this event is for you. Together, we’ll take a thoughtful look at aging not as an end, but as an opportunity to reimagine how you want to live—on your terms.

Why Financial Planning Matters More Than Ever

As we live longer, healthier lives, thoughtful financial planning becomes essential for maintaining independence, security, and peace of mind in retirement. From understanding how and when to claim Social Security benefits to managing investment portfolios and preparing for potential long-term care expenses, seniors today face more complex financial decisions than ever before. A solid plan can help protect assets, reduce stress for loved ones, and ensure that you can confidently enjoy the lifestyle you envision—whether that includes travel, hobbies, or an award-winning community like Woodland Terrace. Events like “The Road Ahead” are designed to simplify these topics and connect you with trusted professionals who can help you navigate every step.

What to Expect

You’ll hear from six seasoned professionals—experts in retirement planning, real estate, law, social security, senior housing, and wealth management—each offering practical tools and insight across four key stages of later-life planning:

• Pre-Retirement Planning – Start with clarity and direction.
• The Transition – Make informed decisions with confidence.
• Settling In – Prepare for a smooth, supported move.
• Sustaining Your Future – Stay empowered and proactive in the years ahead.

Meet the Experts

We’ll hear from best-in-class senior living experts, including:

• David Carvalho, a Social Security Benefits Advisor and retired Social Security Claims Specialist
• Stephen King, an elder law attorney specializing in estate planning and Medicaid
• Amy Mutal and Monica Le, trusted voices from Prevail Wealth Management
• Jackie Claessens & Jim Badgley, senior real estate experts who simplify the downsizing process
• Rebecca Ricards, founder of RR Move Co., helping older adults transition with ease
• Susan Watters, a senior housing advisor with a background in occupational therapy

Each brings a deep understanding of the unique challenges and opportunities that come with aging—and how to prepare for them with grace and foresight.

Event Details

• Thursday, May 22
• 12:00 – 3:00 pm
• Location: Woodland Terrace (17502 102nd Avenue NE, Bothell, WA)
• Light refreshments will be served

Your Next Chapter Starts Here

At Woodland Terrace, we’re more than a senior living community—we’re a place where older adults find joy and purpose in a new age of senior living. We invite you to take this first step toward a future built on knowledge, connection, and confidence. Bring your questions. Bring a friend. And bring an open mind to what’s next.

Contact us to RSVP today or call us at 425-402-9606 for more information. We can’t wait to welcome you home to Woodland Terrace.