An educational series for mature adults and life learners designed to educate, equip, and empower.
An educational series for mature adults and life learners designed to educate, equip, and empower.
Are you an adult who appreciates honest, straightforward information without a sales pitch?
Join us for the Senior Living Series, an educational program created specifically for mature adults and learners. The series includes free monthly seminars designed to equip and empower you to make informed decisions about various complex "later-in-life" issues. It is conveniently located at The Hussey-Mayfield Memorial Public Library in Zionsville. Enter off of the 5th Street entrance.
Seating is Limited
Use the 'Seminar Descriptions and Pre-Registrations' buttons below or register by phone; call 317-413-1360
OUR 2025/2026 SENIOR SEMINAR SERIES AT A GLANCE!
Monday, May 12th, 10:00-11:30
The Journey of Retirement Living: Options for Proactive People
Retirement living isn’t a one-size-fits-all decision. With a wide range of options—independent living, 55+ communities, assisted living, and more—it’s easy to feel overwhelmed. If online research leaves you more confused, sales pitches feel pushy, and you're not sure where to start, this seminar is for you.
Join us for an honest and informative discussion led by retirees who have been through the process. They’ll share their real-life experiences, what they wish they had known, and the lessons they’ve learned along the way.
Monday, June 9th, 2:00-3:30, *Note Afternoon Seminar
The Journey of Staying Put: Preparing your Home for the Long Haul
Most people want to remain in their own homes as they age—but wishing isn’t enough. True independence requires proactive planning, a realistic assessment of challenges, and the right support systems in place.
This seminar goes beyond just discussing home modifications. We’ll explore the key factors that determine whether aging in place is truly sustainable and how to create a plan that ensures long-term safety, comfort, and connection.
Monday, July14th, 2:00-3:30, *Note Afternoon Seminar
The Journey of Paying for Senior Living
Senior living comes with a price tag—but what exactly does that look like? How do you budget for the care you may need, and what are the financial tools available to help?
This seminar is designed to give you real numbers, real strategies, and real options—without any sugarcoating or sales pitches. We’ll explore the true costs of different senior living arrangements, how to pay for them, and the planning steps you can take now to avoid financial stress later.
Monday, August 11th 10:00-11:30
The Journey of Probate in Indiana: What Most Homeowners Don't Know
Most homeowners—and even many real estate professionals—don’t realize how much the probate process has changedand how it can complicate selling a home or settling an estate.
Whether you’re planning for yourself, assisting aging parents, or managing a loved one’s estate, understanding probate is essential to avoid unnecessary delays, stress, and financial loss.
Monday, September 8th, 10:00-11:30
The Journey of Downsizing and Dementia: Options, Timing, and Transitions
A diagnosis of dementia or increasing memory challenges brings a flood of emotions and tough decisions for individuals and families. One of the most pressing questions is:
How long can—or should—I remain at home?
Couples must decide whether to stay put or relocate, when to seek support, and how to involve others in planning. Adult children or loved ones may suddenly find themselves navigating memory care options, financial decisions, and logistical challenges.
Monday, October 13th, 10:00-11:30
The Journey of In-Home Care: What You Need to Know Before You Need It
We all hope to maintain our health and independence for as long as possible, but the reality is that most of us will need some level of help at some point.
Whether it’s recovering from an illness, managing chronic conditions, or just needing assistance with day-to-day tasks, understanding your in-home care options before you need them is essential to making informed, stress-free decisions.
Thursday, October 30th, 6:00-7:00, *Note Evening Seminar
The Journey of Downsizing Made Easy: 5-Step System Helps Senior Adults & Families Deal with Overwhelm
For many older adults, downsizing is one of the most emotional and overwhelming transitions of their lives. Sorting through decades of belongings, making decisions about where to live, and coordinating the logistics of a move can feel paralyzing—but it doesn’t have to be.
Monday, November 10th, 10:00-11:30
The Journey of Downsizing Part 1: The Psychology Behind Letting Go
The signs are there: the house feels too big, the maintenance is overwhelming, and closets are full of items you haven’t touched in years. Logically, you know that downsizing is the right move—but emotionally, it’s a different story.
Monday, December 15th, 10:00-11:30, *Note 3rd Monday of Month
The Journey of Downsizing Part 2: Simplifying the Moving Process
Congratulations—you’ve made the decision to downsize! That’s often the hardest part of the process. Now that you’ve cleared the biggest hurdle, it’s time to shift gears and focus on the next steps.
This seminar will equip you with the tools, strategies, and resources to make the moving process as smooth and stress-free as possible. From creating timelines to choosing the right moving company, we’ll guide you through the practical aspects of relocating without unnecessary hassle or expense.
Monday, January 12th, 10:00-11:30
The Journey of Downsizing Part 3: Dealing with All The Extra Stuff
So, you’ve taken the leap and started downsizing—but now you’re staring at a mountain of belongings you no longer need. What do you do with all that extra stuff? From furniture to family heirlooms, selling and donating items can be overwhelming, especially with today’s rapidly changing resale markets.
In this informative seminar, we’ll walk you through the modern methods for decluttering and liquidating excess belongings. We’ll discuss everything from traditional estate sales to online marketplaces, consignment shops, and donation options. Whether you’re aiming to make extra cash or simply clear your space, this seminar will equip you with practical advice and a solid strategy for managing your belongings.
leadership Team
Lee Ann Balta, Co-Founder Moderator/Presenter
Lee Ann Balta, Co-Founder Moderator/Presenter
Lee Ann Balta, Co-Founder Moderator/Presenter
Lee Ann is a trusted Certified Senior Housing Professional or downsizing coach, trainer, and speaker specializing in residential real estate, move management, and senior living solutions. She brings extensive real estate expertise and business acumen to her clients, backed by a lifetime of diverse industry experience. With a background in human resources and a Business degree from Indiana Wesleyan University, she offers strong leadership, strategic insight, and compassionate guidance to her clients.
Grounded in her faith, Lee Ann views her work as a calling to serve others, helping them navigate life’s transitions with integrity and care. Her passion for supporting individuals through aging and downsizing ensures clients feel confident and at peace every step of the way.
Betzy Bautista, Co-Founder Moderator/Admin
Lee Ann Balta, Co-Founder Moderator/Presenter
Lee Ann Balta, Co-Founder Moderator/Presenter
Betzy is a dedicated REALTOR®/Broker who is passionate about serving her clients with personalized care and expertise. She has built a strong reputation for exceptional client service and attention to detail.
As a valued member of the Balta Bautista Team, Betzy collaborates with Lee Ann Balta to streamline the buying and selling process, ensuring clients receive top-tier guidance and results. Her commitment to excellence is driven by her strong work ethic, faith, and dedication to making Central Indiana a home for her clients.
She currently serves as a Board Member of NAHREP, the National Association of Hispanic Real Estate Professionals, advocating homeownership for her community.