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, 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.
Monday, February 9th, 10:00-11:30
The Journey of Selling As-Is: What Longtime Homeowners Need to Know
Selling a home isn’t as simple as it used to be. With changing real estate trends and a growing number of “cash buyers” making offers, understanding your options is more important than ever—especially if you’re considering selling your home as-is.
This seminar will provide the clarity you need to navigate the real estate process confidently. Learn the insider terminology used by agents, investors, lenders, appraisers, and inspectors, and discover what “fair market value” and “as-is” really mean for you.
What You’ll Learn:
- The real definitions behind terms like “as-is” and “fair market value.”
- What to expect in closing costs, commissions, and concessions.
- When (and when not) to update your home before selling.
- The truth about those letters offering cash for your home.
- The roles of real estate agents, appraisers, and inspectors in the selling process.
Whether you’re planning to sell soon or just exploring your options, this panel of experts will give you the knowledge to make informed decisions about your home and your future.
Monday, March 9th, 10:00-11:30
The Journey of Building or Buying Your Forever Home
Many retirees build, buy, or remodel a home with the expectation that it will be their “forever home.” But here’s the reality: what works at earlier stages of life may not work at later stages. Fast forward 5, 10, or 15 years, and the home you thought was perfect may no longer meet your needs.
Before making decisions that could impact your comfort, safety, and finances down the road, it’s important to know what to consider when building, buying, or remodeling to stay put for the long term.
What You’ll Learn About:
- What occupational and physical therapists recommend for home design and accessibility.
- New technologies and smart home innovations that simplify daily life.
- Affordable accessibility and universal design features that make homes livable at any age.
- Insights Universal Design; adapting homes for the future.
- Best practices for working with builders on custom homes to ensure they meet future needs.
- How some home remodels can increase your home’s value—and how others can negatively affect it.
Don’t let short-term decisions become long-term challenges. Join us to gain insights and strategies for creating a home that grows with you into the years ahead.
Display their FAQs
Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.
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.