Course 1
Assemble Your Team
Lesson 1 of 7
Find Your Team
Growing older isn’t something any of us can do all by ourselves.

Even in our best health, we can’t do it all. And for most of us, our independence and abilities will change one way or another, so the best gift you can give to your future self is some basic planning while you have the time to consider your best options.

That’s why we’re here. 

This email course will guide you through identifying which types of support you might need as you get older and who you’d most trust to step in, should you need help. We’ll break down the task of preparing for your future into seven smaller, more manageable parts — one per day. And once that’s done, we’ve got even more to help you. 

Maybe you live in a household with children or even grandchildren, and it’s pretty clear already who will be by your side. Maybe you live independently, or away from family, or have a small family, or aren’t close with them. This email course is designed to assist someone in any situation, whether you’re surrounded by people or mostly on your own.

No matter where you find yourself, it’s time to start thinking. We’re here to help. We’ll keep it simple, and better yet, guide you in sharing what you decide with those who need to know.
Find Your Team
Household chores. Transportation. Meals. Managing finances.

These are just a few of the common areas we might need a hand with in later life.

To an extent, filling these gaps happens naturally: Who’s available? Who’s nearby? Who’s willing? Who are you willing to get out of your comfort zone to ask?

Ideally, we’ve already had conversations with our “team” — the key people in our lives — so we know what to expect, and they, too, know what to expect to reduce last-minute scrambling and gaps in care. But we won’t assume you have done this, and that’s what Lesson One is about.

Of course, like anything, plans are subject to change. People move. Relationships shift. We lose the ones we love. But even the process of thinking these things through is a healthy step in preparation that will help you and those around you immensely.

So, let’s get started.

In order to plan effectively for aging, we must identify who in our lives will be our point people for help with tasks, decisions and carrying out plans should we become unable.
This course will help the audience identify a possible support system – both for those with a body of people in proximity and for solo agers. This first lesson might feel less applicable if you’re mostly solo, but don’t worry: You don’t need to have lots of people around to complete this course and reap the benefits. Lesson Two is all about identifying additional supports. 
Step 1

This downloadable PDF is meant to be your companion as you move through this process. It’s where you’ll capture your ideas and decisions, and it’s meant to be easily understood and shared with those you involve. It might seem a bit overwhelming, which is why we’ll work through it over the span of this course. You can fill it out in several ways, depending on your preferences:

  • Download and save it to your computer. It’s editable, so you can fill it out completely on your computer
  • Print and fill it out by hand
Step 2

Today’s goal is to simply list people you know, see or talk to regularly. We’ll get to the tougher stuff later.

Think back on the past week. Who are the people you see or talk to on a weekly basis? List them under the header See/Talk Weekly.

Think about the past month or so. Who — besides anyone you listed above — do you see or talk to on a monthly basis, or occasionally? You’ll put anyone else who falls in this category under the header See/Talk Monthly.

Now, let’s say you woke up at 2 a.m. and needed help urgently. Who would you call? Write them down on page one of your checklist or sheets of paper under the header Urgent Help.

And just like that, you’re done for the day! 

Great work today. We’ll see you back here tomorrow for Lesson Two where we’ll guide you to  think about other forms of support you might not even realize you have.
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