Shell Point Life July 2013

July 2013 Vol. 8 Issue 7

SURRENDERING CERTAIN RESPONSIBILITIES CAN BRING FREEDOM AND BALANCE

MAKING

CHANGE

God who gave us life gave us liberty.

Thomas Thomas Jefferson Jefferson

CHANGE IS IN THE AIR

By Rochelle Cherniawski, editor The ability to adapt to

for flight didn’t take him directly

change was instilled in each

to the skies. Instead, Ken set his

of us the moment we were born.

sights on a loftier goal and refo-

Throughout our lives, we’ve used

cused his dogged determination

that ability to overcome chal-

on building his own airplane.

lenges, solve problems, and con-

Turn to page 4 to learn about the

tinue moving forward. For this

process that took Ken from con-

month’s cover girl, Dot Beard (Cellana), the

struction to the cockpit.

most significant benefit of change has been

And be sure to see the story on page 24

her recognition of the power to be proactive

about one resident’s granddaughter who is

when it comes to making choices regarding

changing the way people think about

her future. For example, Dot recently

assisted mobility. Meredith Ellis may be 13

decided to surrender her car keys, relinquish

years old, but her recent walker-wheelchair

her financial management responsibilities,

invention proved that she is wise beyond her

and focus her time on exploring a new art

years. She is also encouraging the board of

form. Those changes have allowed her to

her school district to add invention and

spend more time on the things that matter

engineering programs for children of all ages.

the most in her life and to truly enjoy every

How’s that for change? When I was 13, my

moment. Turn to page 12 to read about Dot’s

idea of change involved my wardrobe.

transformation and her advice on being open to change.

Shell Point Life is published monthly for the residents of Shell Point Retirement Community.

AVP of Communications Lynn Schneider Editor Rochelle Cherniawski Art Director Rich Cerrina Senior Graphic Designer Wendy Iverson Graphic Designer Kathy Grove Contributors Mary Franklin, Robyn Church, Teri Kollath, Bev Chandley, Ginny Miller-Plaza, Melody Desilets, Suzanne Zavada, Randy Woods, Glenda Stephenson, Inga Bredahl, Dawn Boren, Sarah Nadal, Rita Southern, Tim Stephenson, McKenzie Millis, Steve Morton, Dotty Morrison, Ann Erickson, Peggy Holton, and Susan Uhleman Do you have story ideas or photos to share?

Contact Rochelle Cherniawski, editor, by calling 239-454-2055 or e-mail: rochellecherniawski@shellpoint.org.

But, really, that’s the beauty of change.

Not all changes need to be earth-shattering.

Ken Boyd (Sand Dollar) knows a thing

Sometimes, we simply need a change of

or two about change. He decided to make a

pace, a change of heart, a change of direc-

big change in his life when he retired from

tion, a change of scenery, a change of mind,

his successful, yet stressful, career and

or, yes, even a change of clothes. I’m open

returned to a passion he had set aside for

to change. Are you?

Back Issues Available Online Is there an issue of Shell Point Life that you just have to have?

Was your friend or family member seen in a recent issue but you lost it?

You can find the current issue as well as the back issues of the magazine at www.shellpoint.net/spl/splife.htm

more than 30 years – flying. But his fervor

ON

THE

COVER

Dot Beard (Cellana) found that surrendering some responsibilities brought freedom and balance to her life.

15101 Shell Point Boulevard • Fort Myers, FL 33908 (239) 466-1131 • www.shellpoint.org Shell Point is a non-profit ministry of The Christian and Missionary Alliance Foundation, Inc.

Follow us on:

2

Shell Point Life | July 2013

International Model Executives from India Study Shell Point B

Y

K

A R A

M

I N O U I

,

P U B L I C

R E L AT I O N S

The concept of a retirement community is mostly unheard of in India, a country where elders typically live with their children.

But a group of forward-thinking executives from New Delhi wants to change the paradigm and introduce Indians to the concept of a continuing care retirement community (CCRC).

Recently, Shell Point was visited by executives from Antara Senior Living of New Delhi, as well as members of the Indian media, including Times of India, Outlook Business, Indian Express, Financial Express, Zee Business TV, and Press Trust of India, who wanted to learn more about the philosophy behind operating a successful CCRC. They toured the community’s three neighborhoods, observed the day-to-day operations, and met with residents and members of the management team.

Tara Singh, Antara’s CEO, led the delegation, which spent the day with Peter Dys, president; David Moreland, vice president of sales and marketing; and Lynn Schneider, assistant vice president of marketing and communications.

“We are very pleased Antara visited Shell Point,” said Schneider. “However, we have had many foreign visitors in the past. The first international group came to study Shell Point in 1998. Since then, we have hosted about 15 groups of business professionals from around the world. In addition to India, we have hosted groups from Australia, Italy, Japan, South America, and Korea.”

Individuals from Antara first visited Shell Point two years ago as part of fact-finding trip that took them to a number of facilities in the U.S. This second trip gave them an opportunity to bring additional staff and media.

“What makes this particular trip different is that this is the first time we have had a follow-up visit from a group that is actually moving forward with a project,” said Schneider.

“It is very exciting to know that they were

C O O R D I N AT O R

Above: Executives from Antara Senior Living and members of the Indian media. Left: The tour included a visit to the SPTV studio.

able to take some of In addition to the demographic changes the information occurring in India, there are social shifts in they received from effect as well. While Indian elders used to most us and incorporate it into their planning.” often live with their children in extended famOver the past three years, the Antara ily arrangements, many children are now Senior Living senior management team vis- either moving away for better employment ited over 40 retirement facilities around the opportunities or choosing to live with their world to explore their approaches. nuclear family. In turn, They came back to Shell Point, a there are also a good CCRC they consider to be an excelnumber of seniors who lent model as they plan their facility do not depend directly in India. or indirectly on their “We like sharing our industry children for their wellbeexpertise,” said Dys. ing. Establishing safe, “It’s gratifying and active, vibrant continuing affirming that care retirement communities groups want to to tend to seniors’ physical and replicate what we psychological changes will accomplish every address a growing need. day at Shell Point.”

Construction of Antara Antara has recSenior Living’s first commuognized an impend- Shell Point residents shared their nity is underway. Located on personal perspectives. ing need with 20 acres in Dehradun in the India’s anticipated demographic shift. There foothills of the Himalayas, the community is are currently 98 million citizens over the age planned to open in 2015 with 217 independof 60 in India, and that number is expected ent living apartments and 50 well-being to grow to 118 million by 2016. suites.

As Ken Boyd (Sand Dollar) approached the airplane he had built by hand, his nerves threatened to overcome his confidence.

Yet, as soon as he settled into the cockpit to take the aircraft for its first flight, a sense of calm washed over him. He had been imagining this experience, every single day, for more than four years.

While meticulously completing his preflight checklist, he thought back over the events that led to that moment.

f

r o f y t i n i f f A An BY

R

Some Guys Like to Build

t h g lF i

EL H C O

LE

CHER

N

SK W A I

I

Model Airplanes. This Guy Built the Real Deal!

Shell Point Life | July 2013

5

r o f y t i nA Affin

t h lF ig

e5 pag m fro ued n i t Con

hile growing up in Streator, Illinois, about 80 miles southwest of Chicago, Ken and his two younger siblings were exposed to aircraft from as early as they could remember. “Flying was the family hobby. My dad had a 1946, two-seater Aeronca Chief.”

During his youth, Ken did his part to support his family. “I had paper routes and I always worked. My parents needed me to work; we didn’t have much money. I think

W

Early on, Ken understood the importance of education. He received his undergraduate degree in sociology from Illinois Wesleyan University in 1961.

Following graduation, he married a bright young woman named Carol, and the pair went on to pursue higher education at Michigan State University. Ken graduated from MSU in 1963 with a master’s in social work.

Taking Flight Once out of grad school, Ken bought a 1961 two-seater Piper Colt. “I got the airplane before I had my license. Actually, I bought it before I ever took a lesson. I just knew I wanted to fly and I was going to make it happen. The Colt was a good training airplane.”

He completed all of his instruction and licensing in the Colt and flew it for a couple years before upgrading to a 1968 Piper Cherokee 140. “That was a nice airplane,” he recalled.

Once I was out of grad school, I bought a 1961 two-seater Piper Colt. I got the airplane before I had my license.

Actually, I bought it before I ever took a lesson. I just knew I wanted to fly and I was going to make it happen. the fact that we had an airplane was very telling of how important flight was to my dad. We didn’t take traditional family vacations or do other things so we could continue to fly. My brother, Jim, became a United Airlines captain.”

6

Shell Point Life | July 2013

Ken’s time in the air was relatively short lived in those early days. In fact, by 1970 he stopped flying to focus on his growing family and his career. At that time, he became the president and CEO of Family Resources in Davenport, Iowa. “We had the whole range

of services – family therapy, mediation, employee services, foster care, adoption, group care, residential treatment for kids, education programs, victim services, etcetera. We had multiple facilities and 120 beds. There were safe houses for domestic violence, group homes for young mothers with children, residential treatment options for people who were considered criminals, and more. It was intense.”

Ken retired from Family Services in 1996 after 30 years of serving as the president and CEO. “If I hadn’t retired, I wouldn’t be here today. I wouldn’t have made it. Looking back, I see that 30 years was way too long to do that. I was just so committed to it.”

Ready to relax, Ken and Carol began spending their winters at Siesta Bay in Fort Myers and taking trips to see their children.

“Our daughter is a professor of piano studies at Butler University in Indianapolis. Our son has a master’s in music composition and he lives in Sydney, Australia. We go there to visit him every year.”

Ken knew that his son, Doug, had inherited the family interest in aircraft. “His grandfather took him for rides when he was younger. It’s genetic. I understand that. But when he told me that he was going to build his own airplane in Australia, I thought he was nuts!”

During a trip to Australia in 2003, Doug signed him up for an aviation construction workshop. “We went out for a couple days and learned some basic skills involved in building an airplane. It was fun!”

From that point on, Ken was hooked.

He started going to the Experimental Aircraft Association (EAA) event in Oshkosh, Wisconsin, each year. “Everything you could ever want to know about aviation is there. You can learn about new designs, frames, construction methods, and more.”

The Greatest Gift In 2005, Ken and Carol moved their winter home from Siesta Bay to Shell Point.

Their biggest draw to the community was lifecare. “It was the greatest gift we could give our children. They have their lives and their careers. We wanted to take control of our future so there never has to be the big family gathering where they wonder what to do with us.”

Some of their friends had questions about the affordability of Shell Point.

“People have told me, ‘I don’t want to give Shell Point all my money.’ In my opinion, coming to Shell Point preserves your money.

You have made provisions for your future and you’ve eliminated the possibility of one person ending up in a care facility and then passing away and leaving the other person impoverished for the rest of their life. It’s like an insurance policy. The resort aspect of it is just icing on the cake. We really believe in what we did for our kids.”

The summer after moving to Shell Point, Ken came across a RANS airplane model, the S-19 Venterra, at the EAA event and started asking questions. He went back to that same model the next year and posed even more questions. “I bought the first parts of that plane from RANS in 2007. I didn’t even have an active pilot’s license at that time. I hadn’t flown since 1970!”

He set up shop in his two-and-a-halfstall garage in Bailey’s Harbor, Wisconsin.

The parts were all delivered in flat boxes, and it was up to Ken to put it all together.

“I spent several thousand dollars on special tools required for the project.”

Over time, the plane slowly began to take shape. When he outgrew the garage, he bought a heavy outdoor shelter. Eventually, he began storing parts throughout the house. “I actually had parts under our bed at certain points,” he said. “Carol was very supportive. And when I assured her that the next plane would be built much faster, she just laughed and said, ‘I’m sure your next wife will enjoy that!’”

From May through October each year, Ken spent every day working on the plane.

“It was my life,” he recalled.

Throughout the process, he discovered it wasn’t the physical aspect that wore him out, but the mental strain. “I had to do a lot of reading and I went to a number of schools to learn. I went to electronic school sponsored

Ken completed the majority of production process from his home in Bailey’s Harbor, Wisconsin.

Below: L-R: A collection of devices called clecos are used to temporarily hold together two pieces of metal to ensure holes remain aligned during the riveting process. The tail surface of the SR-19 Venterra is covered in sheet aluminum. Ken painted all of the parts of the plane in the garage at his house. The painting process alone took 11 weeks.

Shell Point Life | July 2013

7

r o f y t i nA Affin

t h lF ig

e7 pag m o fr ued n i t Con

Clockwise from top: Ken attended engine school and received a repairman’s certificate that allows him to do all of his own inspections and maintenance on the airplane. Everything in Ken’s plane is computerized. The glass cockpit features two computer screens. Ken purchased a hangar at the local airport for final construction and ongoing storage.

8

Shell Point Life | July 2013

by EAA. I also went to engine school.”

As a result of his ongoing education, Ken received a repairman’s certificate that allows him to complete all of his own inspections and all of his own maintenance on his airplane. “I am a licensed mechanic for this aircraft. I know more about this airplane than anybody else.”

When he returned to Shell Point each winter, he left the plane behind and kept his

hands busy in the Wood Shop making furniture and other beautiful creations. He also became involved in Habitat for Humanity, serving as the supervisor for a build in the local community. Meanwhile, Carol has enjoyed volunteering at the Community Thrift Store. And when they can find the time, they enjoy attending the various concerts held within the community. “We stay really busy,” he related.

Ken took his custom aircraft up for its first flight on Saturday, October 27, 2012.

End In Sight

windshield during the maiden voyage, he actually spent his time in the air making note of various issues to address. “Problems on a plane are called ‘squawks.’ At first I had a heavy left wing and I noticed that the passenger seat needed adjusting.”

After completing a safe landing and celebrating the success of his first flight, he got right to work spending the next few hours making adjustments. Then he went back up and tested it again. Following that process, Ken has gone up as many as three times in one day.

He will have plenty of time for calibration and adjustments, as the first 40 hours of a new aircraft are designated as the testing period. “I can’t take anyone up with me during that time, unless it is a person that is required to come up to help with an instrument. I’m also restricted by the FAA to a

certain flight area during this testing period.”

Ken currently has 20 flight hours logged on the S-19 Venterra. He and Carol are already planning trips for the plane once it receives final certification. “The plane will stay in Wisconsin. And once Carol can come up with me, we will probably take a trip to see our daughter, head over to Macinaw Island, visit my brother in Iowa, and take various short trips together. We might even take it down to Florida for a quick summer vacation. At 130 miles per hour, it won’t take too long!”

Reflecting on the four and a half years spent constructing his plane, Ken shared, “There were times when I got tired, but giving up was never an option. It is a very rare accomplishment and I take pride in what I’ve done.”

f

During the final stages of production back in Wisconsin, Ken loaded the fuselage onto a trailer and transported it to the local airport. It was there that he added the major components, such as the wings, tail, and control surfaces. “I also had to complete all of the rigging to ensure that the plane would fly correctly. There were a lot of little details of connecting wiring and lighting. None of the wiring came with the plane; I had to design all of that myself.”

Yet, during the rigorous process, Ken never got antsy or wanted to quickly jump to the finish. He recalled, “People kept trying to make me that way, but it never got to me. I just said, ‘It will be done when it’s done.’ I never got anxious about the timing.”

With the end in sight, the time came for Ken to renew his pilot’s license. “That’s an experience in itself,” he related. “The fact that you haven’t flown in 40 years gives one pause.

Flying has never been hard for me, but I thought it would be hard for an older person to get back up to speed. But once I got back in the cockpit, it was like I had never stopped flying.”

On Saturday, October 27, 2012, the day had finally arrived for Ken to take his custom aircraft to the skies. By law, he was only allowed to go up by himself. But Carol was there to capture the moment, and she proudly snapped photos from the ground.

Ken shared, “It was the most incredible experience; there aren’t words to explain it.

To think that you actually flew a machine that you assembled yourself; it just…” he trailed off while recalling the sweet memory of his first flight in the S-19 Venterra.

That first flight lasted about 30 minutes. And while it seems natural to imagine Ken gazing with wonder through the fresh

When the required 40 hour testing period is complete, Ken and his wife, Carol, are looking forward to taking small trips in their SR-19 Venterra.

Shell Point Life | July 2013

9

Nature’s Notebook

B

Y

S

T E V E

M

O R T O N

,

L A N D S C A P E

M A N A G E R

Thar Be Dragons Before the Age of Discovery, large swaths of the earth were a mystery to Europeans. Oceans were vast and, with limited navigational tools, many sailors never returned home.

Cartographers of the time were respected and held the great responsibility to guide travelers back to their families. In order to impress upon semi-literate sailors the dangers of uncharted waters, the map makers illustrated warnings with sea serpents, monsters, and dragons.

The unknown was indeed something to fear until explorers Bartolomeu Dias, Christopher Columbus, and Vasco da Gama bravely journeyed beyond the edge of the map.

Except in Hollywood blockbusters, we now know that Krakens do not drag ships to the bottom, Trolls are not lurking under bridges, and, sadly, Dragons no longer fly. But at Shell Point, we do have our little bit of mythology to remind us of those uncertain times.

Dracaena draco is proof that botanists have a sense of humor. Commonly known as the Dragon Tree, everything about the plant is striking. The overall shape of the Dragon Tree is unmistakable, with short, stout trunks and stiff, spiky leaves, the appearance is as formidable as its namesake. The reddish-hued sap is collected and dried into a dark red powder known as dragon’s blood and has been used as a staining pigment for Stradivarius violins.

Like dragons of yore, Dragon Trees have long lifespans. A single specimen in the Canary Islands is estimated to be more than 350 years old.

Avast, ye seekers, a pirate’s map is not needed to discover the only Dragon Tree specimens at Shell Point. Instead, take your curiosity and imagination to The Island and trek to the north side of Coquina, across the road from Junonia, because thar be Dragons!

Dragon Trees typically grow slowly, requiring about 10 years to reach a height of four feet.

Summertime Shopping at the Shell Point Gift Shop Open Monday through Saturday from 9:30 a.m. to 12:30 p.m.

The Shell Point Gift Shop, conveniently located on The Island, has great gifts for all of your special summer occasions. A variety of beautiful items, made or enhanced by Shell Point residents, can be purchased for holidays, graduations, weddings, anniversaries, baby showers, parties, and more!

Stop in and browse the selection of jewelry, knick knacks, greeting cards, household items, baby items, wood carvings, pottery, and many other artful items.

Throughout the summer, the Gift Shop is open Monday through Saturday from 9:30 a.m. until 12:30 p.m. For more information, call 454-2290.

10

Shell Point Life | July 2013

Celebrate Two Years of Success at the Community Thrift Store by Popping In on Friday, July 19 D

I A N N E

M

O R T O N

This month, the Community Thrift Store staff and volunteers are proud to celebrate the store’s second year of successful operation and community service!

In recognition of their two-year milestone, the store will be hosting a special “Pop A Tag” event on Friday, July 19. Come in during the extended hours of 9 a.m. to 5 p.m. to pop a balloon for a chance to get a discount tag to receive additional savings off already wellpriced items. There will also be popcorn, soda pop, and pop-up surprises each hour!

Since the Community Thrift Store first opened its doors in July 2011, it has thrived – due to the culture of giving, which is a founding principle of Shell Point.

Residents as well as members of the local community give a variety of donations, residents give of their time as dedicated volunteers, and the Community Thrift store gives back to the community.

T R A N S P O R TAT I O N

A N D

R E S O U R C E

S E R V I C E S

M A N A G E R

brought residents and employees together in support of several good causes, such as the American Heart Association, the Susan G. Komen Race for the Cure, and the Alzheimer’s Association.

Shopping Success Stories

Pop A Tag Event

Donation Appreciation

As donations are received from residents and members of the surrounding community, the donors have the dual benefit of being able to remove clutter from their homes while knowing that others will be able to benefit from their donations. The Thrift Store appreciates each and every donation!

,

Friday, July 19 Extended hours: 9 a.m. – 5 p.m. d Pop a balloon for a discount tag d Enjoy popcorn and soda pop d Find pop-up surprises on the hour

teers for their dedication and hard work!

Staff Support

Throughout the past two years, resident volunteers have served as the backbone of the Thrift Store. And with the addition of Thrift Store Manager Patty Cox and our “go-to-guy” David Passaro, the store has continued to flourish. Volunteers have the opportunity to express their strengths and creativity in design, selling, repairing, and socializing. We give thanks and appreciation to all of our store volun-

Community Outreach

The Community Thrift Store is committed to providing quality services to the local community. A portion of proceeds is dedicated to a benevolence fund to benefit seniors in need. The Thrift Store also provides support to the homeless in the local community, relief efforts in Haiti, and other worthy missions throughout the year. Some of the proceeds from the Community Thrift Store have

The joy seen on a customer’s face when they find a treasure enhances the experience of working and volunteering at the Thrift Store. One day, a customer was thrilled to find the exact pattern of her mother’s china that she had broken during a move. She was overjoyed to be able to replace the pieces that meant so much to her mother.

Another story involves a customer who purchased a vintage school desk for his mother. Patty recalled, “His mother was a former school teacher who was in the early stages of dementia. He was hoping the desk would capture and extend some fond memories his mother had from her teaching days.”

Of course, there are also repeat customers who come in on a weekly basis to shop from the ever-changing selection of jewelry, furniture, books, and clothing.

Celebration Savings

Familiar faces and first time shoppers alike are welcome to join in the fun of the “Pop A Tag” event on Friday, July 19. Customers will be invited to “pop” additional savings off already well-priced items, including décor, home goods, clothing, artwork, knick knacks, and furniture. Patty said, “It will be a fun day of celebrating the second anniversary of the Thrift Store with special savings!”

The Community Thrift Store is located in Miner’s Plaza, next to Planet Fitness, on the corner of McGregor Boulevard and Gladiolus. Normal store hours are Tuesday through Saturday from 9 a.m. to 4 p.m. For more information, call 225-6529.

Dot Beard (Cellana)

“If we don't CHANGE, we don't grow. If we don't GROW, we aren't really LIVING.” —Gail Sheehy, author Passages In Caregiving

Making Change

How Surrendering Some Responsibilities Can Bring Freedom and Balance

B

Y

M

A R Y

R E S O R T

F

R A N K L I N

S E R V I C E S

W E L L N E S S

,

A N D

M A N A G E R

LifeQuest has been a wonderful challenge for Dot Beard (Cellana). A while back, while Dot wrote a letter to her grandchildren, James and Jessy Holley, she told them of some changes she was making in her life and why. Dot explained, “I realized I was no longer doing some things well enough, so I decided to make some necessary changes. For example, I gave up driving and sold my car, and I turned over my finances to my capable daughter. I also realized that I might not be a good singer forever and that I might want to try another form of art. So, I tried painting, and I love it!

Now I’m trying to make up for lost time!”

Dot closed her letter by challenging her grandkids to be able to change as their wants and needs change. She recognized that change is not easy, and that it is often easier to be what we already are. “We either sit around and botch some things up or accept the need for change and get help doing just that!”

Dot has lived at Shell Point for the past 15 years. She fills her days by volunteering in the memory care unit at the Larsen Pavilion, singing in both the Shell Point Singers and the church choir, and, most recently, painting in the art studio every Tuesday and Wednesday. She also visits her sister, Betty, at the Pavilion. “We used to live thousands of miles apart from each other until now, and we’re going to make the most of it!”

Since Dot has relinquished some of her

Dot took up painting when she recognized that she wouldn’t be singing forever and that she would need another creative outlet. Now, her only regret is that she didn’t start painting sooner.

obligations, she not only has time for all her activities, she also has found time to just “loll.” “I am going to be 87 soon, and I have always been in a rush to accomplish all I can. My advice to myself and others is to make the necessary changes, keep your life full, and enjoy it!”

It seems Dot cannot escape the word “change.” Recently, while attending church at Sanibel Congregational United Church of Christ, Rev. Dr. John Danner included in his sermon words that sum up the importance of change: “If we are willing to change, only then can we proceed. Only then can we move on to a new sense of wholeness. And often we will discover the cure was there all the time – just waiting for us to recognize it.”

MyQuesters Monday, July 15 • 10 a.m.

Grand Cypress Room/WDL MyQuest participants are Mark invited and encouraged to Your participate in an interac- Calendar tive and motivational program. Get ready to think outside of the box and accomplish the impossible. Dawn Boren, director of resident life, and Mary Franklin, resort services and wellness manager, will facilitate this multi-dimensional event.

Be sure to wear your LifeQuest T-shirt, as it will be your entry ticket to this morning of new experiences!

Shell Point Life | July 2013

13

Q& A

FineMark National Bank & Trust

Answers Your Personal Banking Questions B Y T I F FA N Y W I L L I A M S , M A N A G I N G E X E C U T I V E , F I N E M A R K N AT I O N A L B A N K & T R U S T

QUESTION: Can you explain what a joint bank account is and

whether there are benefits over a individually owned bank account?

Answer: A joint bank account lets you name a co-owner for your bank account. Funds in the account automatically transfer to the co-owner in the case of death. Holding checking and deposit accounts as joint bank accounts can be a simple and inexpensive way to transfer funds immediately upon death.

It guarantees your spouse (or other coowner) access to the family checking account to pay bills and handle other financial obligations. The designation can be changed until the point of death.

A typical bank account would be subject to probate upon death; however, a joint bank account usually avoids probate and the co-owner can generally continue to access the funds immediately after death, without delays.

You generally remain subject to income tax on funds you contribute to the joint bank account while you are alive, and funds in a joint bank account may be subject to estate tax upon death. Contact your CPA regarding any tax implications.

Gifts qualify for a $14,000 annual exclusion in 2013. Of course, if your spouse is the

co-owner, the funds would qualify for the gift or estate tax marital deduction. If the co-owner is two or more generations younger than you (e.g., a grandchild), the funds may also be subject to generationskipping transfer (GST) tax. Substantial exemptions ($5,250,000 in 2013) are available to protect property from gift and estate tax or GST tax.

If you have a Trust document, your attorney may recommend that your accounts be titled in the Trust.

If you have more questions about this topic or any financial matter, please stop by the FineMark office on The Island at Shell Point or give us a call at 461-5999. We are always happy to help.

TO SERVE & PROTECT ESTATE PLANNING SUPERHEROES

BY TIMOTHY STEPHENSON,

EXECUTIVE DIRECTOR OF THE

L E G A C Y F O U N D AT I O N

P R E S E N T S

Today’s financial world can seem like it’s under attack by menacing forces. Fight back by assembling a team of estate planning superheroes designed to “serve and protect” you and your loved ones. Topics in this informative workshop include tips to consider when selecting your legal and tax experts, keeping control in the family while easing the burden of estate settlement with Agent for Trustee services, and super-power tools that every estate plan needs to have such as Powers of Attorney and Health Care Powers of Attorney.

Chris Gair is Senior Trust Officer and a founding principal with Investors’ Security Trust Company. With more than 30 years of experience in trust and estate administration, Chris has earned his title as one of the most respected trust officers in the area. He has established an extensive network of relationships within the professional community, including attorneys, CPAs, and financial experts. His experience has helped him develop a strong working Chris Gair of knowledge of a wide range of financial and administration servInvestors’ Security ices, which he uses to advise his clients in making the best deciTrust Co. sions with their estate and financial planning.

This 45-minute presentation will be followed by Q&A. Light refreshments will be served. The seminar is free; however, seating is limited and reservations are required. To reserve your seat, please contact either service desk.

14

Shell Point Life | July 2013

To Serve and Protect:

Estate Planning Superheroes Wednesday, July 24 10 – 11 a.m.

Grand Cypress Room/WDL Presented by: Chris Gair, executive vice president, Investors’ Security Trust Company and Timothy A. Stephenson, ChFC, Executive Director of the Legacy Foundation at Shell Point

The Health Connection Focus on Your Health With Classes to

Engage Your Mental and Physical Wellbeing

BY MARY FRANKLIN, RESORT SERVICES AND WELLNESS MANAGER

Don’t let the heat of summer get in the way of your quest for wellness! Join in a Health Connection class to explore everything from the benefits of balance to the effects of hearing loss.

through August 26. Melanie Brod, fitness coordinator, will warm and stretch the main muscle groups, therefore allowing you to perform the agility training to the best of your ability.

Wellness Specialty Classes

Shell Point as Your Resource

The Senior Fitness Test will Back by popular demand, Dr. be completed throughout the entire Carol Clark will lead Maximizing month of July, by appointment. The Improve your core stability, strength, and overall balance in Your Relationship with the Senior Fitness Test is an individual 12-week sessions of Balance and Mobility Training led by certified Primary Care Physician on test developed by LifeSpan personal trainer and fitness supervisor Michelle Smith.

Wednesday, July 17, at 1:15 p.m.

Wellness Program at Fullerton in the Social Center. Dr. Clark University. The test involves completing Michelle Smith will also be leading will include strategies for how to maximize common activities, such as getting up from Balance and Mobility Training Level 2 – the benefits of your visits with the medical a chair, walking, lifting, bending, and Session B on Tuesdays and Thursdays from providers and achieve the LifeQuest goals you stretching. The activities were developed to July 9 through September 29 from 2:45 p.m. are seeking. be safe and enjoyable for older adults, while to 3:30 p.m. in The Island Health Club.

Your LifeQuest and Massage Therapy still meeting scientific standards for reliabil- Level 2 uses the balance board, balance disks, – Session 2 will be held on Thursday, July ity and validity. The results will provide a and exercise balls to challenge core stability 25, at 3:00 p.m. in the Oak Room at The way to measure your current fitness level and strength. If you are able to stand on one Woodlands. Robyn Church, Salon and Spa within your designated age bracket. To make foot for 10 seconds, this class is for you. The manager, will facilitate the session with the an appointment, contact Fitness Supervisor cost is $120 for the 12-week session. entire Shell Point Massage Team as they Michelle Smith at 454-2107 or michelleBeat the July heat with Pole Walking reveal the benefits of massage. The cost is smith@shellpoint.org. The appointment will “Insider” Workshops taught by Nordic $5 per person. take approximately 20 minutes. Those who Walking expert and AFAA certified group took the test in January are encouraged to exercise instructor Lindy Smith. There are sign up for a follow-up appointment to track four options in July: Thursdays, July 11 and improvements.

25, from 3 p.m. to 4 p.m.; and Tuesdays, July Session B of Balance and Mobility 16 and 30, from 3 p.m. to 4 p.m. The cost is Effects of Hearing Loss with a Hearing Training Level 1 runs Mondays and $10 per session, and each workshop will Wednesdays from July 8 through September take place in The Village Church. Pole Loss Simulator will be very beneficial for 26 from 1:45 p.m. to 2:30 p.m. in The Island Walking is a corrective exercise that offers those who know someone living with hearHealth Club. The cost is $120 for the 12-week many health benefits, including posture, ing loss. Join Shelly Rogerson, RN, BC-HIS with Beltone, on Thursday, July 18, at 1:00 session. Fitness Supervisor Michelle Smith, balance, and endurance. a NESTA certified personal trainer, will lead If you have completed one of the Senior p.m. in the Oak Room. She will use a hearing the group through specific balance exercises Fitness Tests, you are eligible for Agility and loss simulator for a live demonstration that designed to enhance flexibility, strength, and Flexibility – Session B. The sessions will be will allow you to hear what those with hearbalance. Level 1 is for those looking to begin held in The Island Health Club at 11:30 a.m. ing loss hear, thus painting a clear picture of a structured balance program. on Mondays and Wednesdays from July 17 their challenges.

Your Medical Community

To sign up for The Health Connection programs, contact either of the service desks.

Shell Point Life | July 2013

15

Summer Sizzles in î ˘e Academy Ample Opportunities to Immerse Yourself in American Art and History, Explore Helpful Technology, Enjoy Informational Tours, and Much More Coffee With A Neighbor In this month’s coffee with a neighbor presentation on Tuesday, July 9, Dick Wright (Eagles Preserve) will share how he not only conceived of the idea, but how he went on to single-handedly bring 92 of the highest paid speakers in the U.S. to appear at the Forum lecture series at Big Arts on Sanibel for the past 11 years. In Running The Forum, you will hear the challenges and rewards, and some interesting stories, that went along with this amazing accomplishment.

Learn about the history of rail transportation in Collier County when Academy on the Go heads to the Naples Depot Museum. After the tour, the group will enjoy casual dining at the popular Watermark Grill.

All Aboard!

Computer College Richard Nelson (Lakewood) will teach Flash Drive Prep School on four Wednesdays, beginning on July 10. In this class, you will learn to use one of the most useful, powerful, and affordable computer tools available.

An organized computer makes for a happier, more effective computer operator. Dean Traxler (Rosemont) will help you with this challenge in Organize Your Hard Drive on three Thursdays, beginning on July 11.

On two Thursdays, July 18 and 25, Dean Traxler will present The Power of Right Dean Traxler (Rosemont) presents two classes this month to help you conquer the computer.

16

Shell Point Life | July 2013

Clicking Windows 7. In these two sessions you will learn how to be in command of your computer with the power to make changes.

Academy On The Go The Academy trips for July take us indoors for some cool educational experiences. On Wednesday, July 3, we travel to Naples for the Naples Depot Museum and Dinner at the Watermark Grill. After absorbing the history of rail transportation in Collier County, the group will dine at a restaurant famous for wonderful seafood specials.

All Aboard!

On Friday, July 12, we will travel to Fort Myers Beach to Visit the Latest and Greatest New Library! So many innovative features have been imple-

mented into the design, that the library director, Dr. Leroy Hommerding, will need at least an hour for his tour. Since we are surrounded by some of the best seafood restaurants around, we will stop for a good meal on the way home at the Gulf Shore Grill.

Technology Today and Tomorrow (T3) If you have enjoyed getting to know your iPad, but you still have some questions, then you are in luck! Penny Modrich (Nautilus) and several other residents from the T3 team are ready to help answer your questions with an iPhone and iPad Walk-in Clinic every Wednesday morning in July. There is no need to sign up, just show up at any time during the hours posted in your Weekly Reminder.

B

Y

T

E R I

K

O L L AT H

, A

Legacy Seminar

A N D

A U X I L I A R Y

M A N A G E R

Lecturer Dottie Magen presents three American art history classes in July that focus on colonial, contemporary, and folk art. Left: “The Artist and His Family” by American painter James Peale, 1795.

Center: “Peaceable Kingdom” by American folk painter and Quaker icon Edward Hicks, 1834.

This month, the Legacy Foundation features estate planning with Chris Gair, Executive Vice President from Investors’ Security Trust Company, on Wednesday, July 24. Today’s financial world can seem like it is under attack by menacing forces.

In To Serve And Protect: Estate Planning Superheroes, you will learn how to fight back.

Below: Join artist Herb Sklar (Eagles Preserve) for American Portrait Artists to take a look at paintings, photographs, and iconic artwork that will trace American history.

For the Love of Learning In July we celebrate America in a number of ways. Professor Adrian Kerr will provide five sessions on The History of the United States to 1815 every Tuesday morning throughout the month.

Dottie Magen returns with more of her popular art history lectures to focus on American art. On Wednesdays, July 3 and 10, she presents two sessions of American Art: Colonial to Contemporary. These sessions will bring to life, through slides, lecture, and discussion, the history of our nation through examples of American art painters to the most current abstract artists. On Wednesday, July 17, she shares the arts of common people expressed through paintings, carvings, and textiles, with American Folk Art. On two Thursdays, July 18 and 25, Norton McKnight (Lucina) will present What We Learned Wrong In Civics, as he shares his passion for constitutional law.

Another wonderful way to trace American history through the work of artists will be presented by Herb Sklar (Eagles Preserve) in his lively, visual presentation

C A D E M Y

American Portrait Artists on Monday, July 22. Some portraits are done by painters, some by photographers. Some are amusing, others eccentric. All add up to an exciting look at historical figures from Pocahontas to George Washington to contemporary American figures.

On Monday, July 1, Herb Sklar will present a course for people who are already taking photographs, but want to go to the

next level. In Beyond Basic Photography, this talented painter, photographer, and graphic artist once again shares his love for the arts.

Phil Hilton (Lakewood) will teach Watercolor Intermediate/Advanced on all four Fridays in July. A signature member of the Florida Watercolor Society and a regular facilitator for the weekly watercolor painting group at Shell Point, Phil will focus on the next level in these sessions.

Three experts in the field of hospice care give us a good look at The Comfort of Hospice Care on Friday, July 12.

Debbie Gowing, Care Manager of Hope Health Care, Sherry Brown, Director of Shell Point Long Term Care,and Dr. Roger Hirchak, Vice President of Medical Services Shell Point, will tell us what is available for ourselves, and for our friends and loved ones, as they dispel the myth that hospice care is only for your last days.

As always, I welcome ideas for future courses, and look forward to seeing you at an Academy class soon!

Please refer to the brochure for the Academy of Lifelong Learning available at either service desk, or online at www.shellpoint.net for more information, including any fees and a calendar you can print. Last-minute course changes will be listed in the Weekly Reminder and on SPTV. Register for classes at either service desk.

Shell Point Life | July 2013

17

To include a listing for an upcoming event or activity, please contact Mary Franklin, resort services manager, at 454-2152 or email: maryfranklin@shellpoint.org

July 4th Lunch at the Crystal

4

Shell Point Life | July 2013

5

Thursday, July 4 11:00 a.m. – 2:00 p.m.

Crystal Dining Room/IS Cost: $14.95 It’s time to commemorate the birthday of our great nation! Celebrate July 4th in the Crystal Dining Room with a delicious lunch and great entertainment by Daniel Klimoski.

Enjoy a buffet of your favorite, all-American foods, including seedless watermelon, corn on the cob, baked lemon pepper catfish, Carolina honey BBQ chicken, carving roasted beef striploin, Angus burgers, allbeef hot dogs, and much more.

Friday, July 5, 12, 19, & 26 8:30 a.m. – 11:30 a.m.

12,19,26 Admin Courtyard/IS Every Friday, the Shell Point Market Place is filled with new and exciting finds.

Bringing in local vendors, our market place offers a wide array of items for you to peruse and purchase each week.

July 4th: A USO Celebration

Tuesday, July 9 9:45 a.m. Island pickup 9:55 a.m. Woodlands pickup 10:05 a.m. Eagles Preserve pickup 1:30 p.m. approximate return Cost: $8 (lunch on your own) Location: 3rd Avenue in Naples Jane’s Garden Café is a great place for lunch or breakfast, and you can have either all day long! The menu features fresh and organic omelets, quiches, berry blintzes, lobster crab cake melts, sandwiches, and wraps of all sorts, as well as fanciful salads and soups. Prices typically range from $10 to $15.

4

Thursday, July 4 2:00 p.m.

The Village Church/IS Ticket Required Join the Shell Point community as we celebrate our nation’s independence. Charly Raymond and the Apple Blossoms will transport you back to the time and sounds of Harry James and the Andrew Sisters for this USO-themed event. A complimentary piece of apple cobbler and a scoop of vanilla ice cream will be served.

18

Shell Point Market Place

Jane’s Garden Café for Lunch

9

EVENTS

•

PROGRAMS • PARTIES • MOVIES • OUTINGS • EXCURSIONS

Behind-the-Scenes: Call Center

9

Tuesday, July 9, Wednesday, July 10, & Thursday, July 11 3:00 p.m.

Meet by the Marina Gazebo/ISL Shell Point residents know that they can dial 2190 at any time of the day to receive “one call does it all” service. The Call Center is responsible for monitoring the E-call system Keri Perkins and morning assurance programs, controlling and monitoring security cameras located throughout the property, answering and dispatching calls, and much more. Take a look behind-the-scenes as the Call Center offers this exclusive opportunity to learn more about what they do each day.

Space is limited, so the tour will be offered on three different days.

Saturday DVD: Parental Guidance (2012)

13

Saturday, July 13 2:00 p.m. and 7:00 p.m.

Grand Cypress Room/WDL Billy Crystal and Bette Midler star as Artie and Diane in this comedy about grandparents who watch their three grandkids while the parents are away on business.

These grandparents must learn to balance their old-school parenting methods with the kids’ 21st-century behavior in this amusing story of love and family.

Singles Only - Dinner Outing to Bahama Breeze

15

Monday, July 15 4:30 p.m. Island pickup 4:40 p.m. Woodlands pickup 4:50 p.m. Eagles Preserve pickup 8:00 p.m. approximate return Cost: $7 (dinner on your own) We often hear from our single residents that it would be nice to have a dinner outing where participants are all single. This month, we offer a delightful dinner outing

Scrap Booking and Card Making Interest Meeting

for singles at the lively Caribbean restaurant Bahama Breeze. Everything is fresh and festive at Bahama Breeze. Entrée prices are above average, but appetizers will be half price! We know the ladies will show up, but will the fellas? Seating will be limited to 30 lucky singles, so you’ll want to sign up early!

Please note: this is not a match-making event.

Behind-the-Scenes: Laundry Facilities

16

Tuesday, July 16, 17,18 Wednesday, July 17, & Thursday, July 18 9:00 a.m.

Meet outside the Manatee Room/IS Learn more about Shell Point’s day-to-day operations with a special tour of the laundry facilities on The Island. Laundry Supervisor Joseph Julmeus and Environmental Services Manager Tony Arias will take you through the entire process that the Shell Point linens goes through, from soiled linens being collected to their fresh return to each building. Due to limited space, the same tour will be offered on Joseph Julmeus three different days.

Do You Know Your Neighbor: Florida Natives

16

Tuesday, July 16 2:00 p.m.

Grand Cypress Room/WDL Sandy beaches, hurricanes, year-round summer – does that sound familiar to you? If you have lived in Florida for all or most of your life, then that sounds like home. Come mix and mingle with the other Florida natives living here at Shell Point. Light refreshments will be provided.

17

Wednesday, July 17 9:15 a.m.

Osprey Room/IS Your creative side is calling you! If you have an interest in scrap booking or card making, then join this meeting to help start up a new activity group.

BIG ARTS Community Players presents: Jersey Girls

18

Thursday, July 18 6:45 p.m. Island pickup 6:55 p.m. Woodlands pickup 7:05 p.m. Eagles Preserve pickup 10:30 p.m. approximate return Cost: $22 The BIG ARTS Community Players will present Jersey Girls, an original musical written and directed by Sanibel resident June Koc. Jersey Girls tells the story of four girl groups competing in a Seaside Heights, New Jersey, battle of the bands. The audience will actually decide which of the girl bands wins the prize! Please note: this theater is difficult to navigate with a walker.

Library Book Talk

23

Tuesday, July 23 2:15 p.m.

Social Center/IS All are welcome as Guy McMillan (Oakmont) discusses Code Talker: The First and Only Memoir by One of the Original Navajo Code Talkers of World War II. Written by Chester Nez and Judith Avila, the book tells the story of 17-year-old Chester, who joins the service and is assigned to a team of fellow Navajo soldiers in the Pacific, where they helped turn the tide of the war by developing a code that the Japanese were never able to break. Refreshments and discussion will conclude the afternoon book talk.

Shell Point Life | July 2013

19

Sign-up required for this activity. Call Island (454-2282) or Woodlands (454-2054)

Special event bus will be running

Walking required

Walking up and down stairs

HAPPENINGS PLACES

TO GO,

TO

MEET, & THINGS

24

Trader’s: Dinner on Sanibel

Wednesday, July 24 4:30 p.m. Island pickup 4:40 p.m. Woodlands pickup 4:50 p.m. Eagles Preserve pickup 8:00 p.m. approximate return Cost: $7 (dinner on your own) If you’re looking for something a little different and a little more laid back, don’t miss the opportunity to join your fellow residents for this dinner outing to Trader’s on beautiful Sanibel Island. Innovative island bistro cuisine is what Trader’s has become known for.

Entrees are priced from $18 to $30. This trip will also include a little time to shop from Trader’s on-site gallery/boutique.

Miromar Outlets and Miromar Design Center

PEOPLE

27

Saturday, July 27 9:30 a.m. Island pickup 9:40 a.m. Woodlands pickup 9:50 a.m. Eagles Preserve pickup 3:00 p.m. approximate return Cost: $8 (lunch on your own) Location: Estero Miromar Outlets features more than 140 top designer and brand name outlets with sav-

TO

Beach Day at Delnor Wiggins State Park

DO

31

Wednesday, July 31 8:30 a.m. Island pickup 8:40 a.m. Woodlands pickup 8:50 a.m. Eagles Preserve pickup 3:00 p.m. approximate return Cost: $16 (ice cream on your own)

ings of up to 70% off retail prices. You can choose to spend the entire time perusing the mall shops, or you can take advantage of the opportunity to spend some of your time exploring the first floor of the Miromar Design Center. Either way, this trip is sure to satisfy the savviest shoppers!

Movie Night: Enchanted Cottage (1945)

29

Monday, July 29 6:45 p.m.

Social Center/IS Enchanted Cottage is a wonderful story of true love that follows a homely maid and a battle-scarred, disfigured war GI who meet at a magical cottage. As they get to know each other, their love transforms them into a handsome couple - but only to each other.

Shell Point residents always enjoy trips to Delnor Wiggins State Park beach with its shells, shade, sunshine, and convenient bath houses. So collect your favorite beach gear, including sunscreen, and join us for a relaxing outing to North Naples. A picnic lunch and beverages will be provided, and we will also stop at the Royal Scoop Ice Cream Shoppe on the trip back to Shell Point.

BEAT THE SUMMER HEAT

PLAY CANASTA The Canasta group, led by Dorothy and Morton Zablotsky (Oakmont), offers a fun way to beat the summer heat every Friday at 10:00 a.m. in the Game Room at The Woodlands. The group welcomes new players to the rummy-style card game and is always willing to give refresher courses to those who have played in the past. If you would like one-on-one Canasta instruction, Dorothy and Morton are willing to give private lessons. Please call them directly at 482-1156.

20

Shell Point Life | July 2013

SUPPORT GROUPS Alcoholics Anonymous Meeting

Cancer Support Program 1-on-1 mentoring The goal of this resident-led program is to establish group mentoring connections between newly diagnosed cancer patients and cancer survivors. Contact Barbara Maruchi at 433–9488.

Caregiver Support Group Therapy Tuesdays, July 2 & 16 Group 1: 9:15 a.m. or Group 2: 10:30 a.m.

2nd Floor Educational Room #2 Pavilion Rehabilitation Building/IS This therapeutic group is aimed at helping residents deal with issues of being a caregiver for someone with a memory disorder.

The resident may be cared for in independent living, assisted living, or skilled nursing.

Dr. Nancy Spencer facilitates the group and can be reached at 454-2043. Sign up is required.

Diabetes Group Appointment Friday, July 5 1:00 p.m.

Manatee Room/IS Both insulin and non-insulin diabetics are encouraged to attend this meeting. Each monthly meeting covers a different topic and includes open discussion.

Healing Journey Grief Support This is a series of sessions which examine the physical, emotional, mental, and spiritual effects of grief. The group is currently on a break, but anyone who is seeking grief support can call Dotty Morrison (Cellana) at 337-4015 or the church office at 454-2147.

Photo by David Pavey (Coquina)

Thursdays, July 4, 11, 18, & 25 4:30 p.m.

Sabal Room/WDL Alcoholics Anonymous is a fellowship of men and woman who share their experience, strength, and hope with each other that they may solve their common problem and help others recover from alcoholism. This “open” meeting of AA welcomes those who struggle with alcohol as well as those who support them. For more information, contact the intergroup phone number 275-5111.

Memory Care Support Groups

Tuesdays, July 2 & 16 Group 1: 9:15 a.m. or Group 2: 10:30 a.m.

2nd Floor Educational Room #1 Pavilion Rehabilitation Building/IS Wednesdays, July 3, 10, 17, 24, & 31 3:00 p.m.

3rd Floor Game Room/King’s Crown These memory care therapeutic groups are designed to provide education and support to residents who have some type of memory disorder. The objective is to identify strategies that can help better manage their memory loss, address long-range planning, and offer a sense of purpose and heightened self-esteem. Kathy Fratrick, LCSW, facilitates and can be reached at 454-2073.

Individual appointments are also available.

Parkinson’s Enrichment Support Group Monday, July 1 10:15 a.m.

Village Church Hospitality Room/IS This group provides support and educational opportunities to those affected by Parkinson’s disease as a patient, caregiver, family member, or friend. Each meeting includes a speaker covering topics related to Parkinson’s, group discussion, and opportunities for emotional support. For more information, contact Janine Hammond, resident support services manager, at 454-2186.

The Vision Enrichment Group The group is currently on summer break.

The Vision Enrichment Group is a place to network and to share stories and information. Florence Putman (Eagles Preserve) is the chairperson. For more information, contact Angie Prichard at 454-2134 or Sandee Weber at 225-2929.

Walk With Me Caregiver Support Group Neuropathy Support Group Wednesday, July 17 11:00 a.m.

Oak Room/WDL The Neuropathy support group provides support and education opportunities for those dealing with neuropathy. Contact Lenny Wodarczyk (Parkwood) at 443-4769 for more information.

Thursday, July 25 Coffee and dessert at 1:30 p.m.

Meeting at 1:45 p.m.

Hospitality Room/IS Attend the Walk With Me Support Group to share your caregiver experiences with friends. Each meeting offers the opportunity to embrace spiritual support and renew inner strength. Contact Joyce Seckinger (Lucina) at 466-1354 for more information.

Shell Point Life | July 2013

21

QUESTIONS ABOUT ASSISTED LIVING?

Shell Point Introduces Team of Assisted Living Specialists B

Y

K

A R A

M

I N O U I

,

P U B L I C

R E L AT I O N S

According to the Assisted Living Federation of America, more than one million senior adults currently live in assisted living communities. But locating and evaluating a facility can be a daunting task.

To help these individuals in their search for information about assisted living, Shell Point created a team of experienced assisted living specialists, McKenzie Millis and Vivian Ciulla, who offer guidelines that define what consumers can expect from an assisted living community, as well as suggestions for locating communities and a checklist of questions to use when visiting and evaluating a potential new home for a loved one.

“When Shell Point introduced The Springs last year as its third assisted living facility within the community, we were overwhelmed with many inquiries from the local community and recognized very quickly that people are searching for information,” said Rita Southern, director of assisted living and resident services. “Some of Rita Southern the inquiries we received were from people seeking information for themselves; however, the majority of people we talked to were the sons or daughters of senior adults who were concerned about their parents and their increasing need for daily assistance.”

C O O R D I N AT O R

Assisted living is an excellent choice for seniors seeking an independent lifestyle, while also receiving the help they need with daily activities. Assisted living is appropriate for someone who needs some level of assistance with everyday activities, such as meals, medication management, transportation, or bathing.

Florida Assisted Living Association; The Sanibel and Captiva Chamber of Commerce; CAMEO; American Business Women’s Association; and Zonta, where she serves as a board member at large.

Vivian Ciulla is the assisted living resident relations manager for Shell Point’s three assisted living facilities: Kings Crown, The Arbor, and The Springs.

Vivian’s experience as a Certified Pharmacy Technician, coupled with Core Training for Assisted Living Facilities Certification, allows her an especially informed perspective on all aspects of the transitioning senior lifestyle. Vivian has been with Shell Point since 2000, and she has a diverse understanding of the organization from working in a variety of departments including pharmacy, resident relations, and case management. She brings eight years of experience in assisted living and a passion for improving the lives of the elderly with the services and care that assisted living provides.

“Many adults often find themselves in the unique role of caring for not only their own children, but for their parents as well.

These individuals have numerous questions about the services provided and want to know when it is the right time to consider assisted living as an option,” said Vivian.

“For instance, it is likely that they have visited a number of assisted living residences,

Our experts provide families with a checklist of questions to use when comparing facilities.

22

Shell Point Life | July 2013

“The needs of each individual should be carefully considered when selecting the appropriate assisted living facility,” said Rita.

“That’s where our assisted living specialists, McKenzie and Vivian, can be of best use.”

Meet the Experts McKenzie Millis, assisted living marketing specialist, joined Shell Point in 2005.

She offers a comprehensive background in multiple aspects of retirement living regarding how services and programs designed specifically for seniors can dramatically impact and improve quality of life.

McKenzie is particularly attuned to the Southwest Florida community as it relates to seniors and is an active member of the

continued next page

McKenzie Millis, assisted living marketing specialist, and Vivian Ciulla, assisted living resident relations manager.

but often they don’t know which guidelines to use and are unable to distinguish the unique differences between various facilities. Financial concerns are often at the top of the list, and consumers sometimes don’t understand how assisted living fits into veterans benefits, Medicaid, private insurance, or other reimbursement programs. We can help them evaluate each community, discuss the various fee structures or costs, and determine which is best able to meet their specific needs.�

Who to Call If you have friends or family living outside Shell Point who would like help learning the facts and weighing the benefits of assisted living, encourage them to contact McKenzie and Vivian at 454-2077.

While the general public can access the expertise of McKenzie and Vivian regarding their assisted living questions and needs, Shell Point residents have the added bonus of working with their specific case manager to help identify the optimum timing to access this next level of care. For more information regarding assisted living, Shell Point residents should call their personal case manager.

Shell Point Case Managers Janine Hammond: 454-2186 Lakewood, Macoma, Nautilus, Tellidora, and Turban Laurie Kjoller: 454-2101 Cameo, Cellana, Lucina, Parkwood, and Sand Dollar Angie Prichard: 454-2134 Rosemont, Junonia, Periwinkle, Royal Bonnet, and Sundial Sandee Weber: 225-2929 Eagles Preserve, Oakmont, Palm Acres, Coquina, and Harbor Court

Shell Point Life | July 2013

23

GRAND Invention Pavilion Resident’s Granddaughter Fabricates Walker-Wheelchair for Senior Solutions Challenge B

Y

KA

RA

M

IN OUI

,

PUB L IC

REL ATIO N S

C OORDINATOR

M

eet Meredith Ellis, a typical 13-year-old girl. She loves spending time outdoors with her friends, playing basketball and soccer. She’s a member of her middle school’s Student Council, and she enjoys experimenting in the kitchen. Oh, and another thing about Meredith? She’s an inventor, and she’ll soon be holding a patent!

During spring break from Lewis Central Middle School in Iowa, Meredith recently visited Shell Point to spend time with her grandfather, Jon Ellis, a resident in the Larsen Pavilion and his wife, Susie. Jon’s eyes glowed with grandfatherly pride when introducing Meredith and her mother, Jon’s daughter Dawn Ellis.

As part of a FIRST® LEGO® League program, Meredith was a member of a nine-girl team that invented a combination walker and wheelchair for the League’s 2012 challenge: Senior Solutions. Teams were charged with developing an invention to improve the quality of life for seniors by helping them continue to be independent, engaged, and connected in their communities.

In response to this challenge, Meredith and her team developed The Walk n’ Wheel – a lightweight aluminum wheelchair that can be easily converted to a walker. With height adjustable armrests, retractable handles, and a strategically positioned crossbar, The Walk n’ Wheel is also waterproof and can be used in a shower.

Meredith explained their idea began to take shape after discussing the plight of a

The Walk n’ Wheel idea began to take shape after discussing the plight of a teammate’s uncle who wanted to attend University basketball games, but felt limited deciding whether to bring his walker or his wheelchair when he really needed both.

24

Shell Point Life | July 2013

The Walk n’ Wheel is a lightweight, waterproof, aluminum wheelchair that can easily be converted to a walker.

teammate’s uncle. He wanted to attend L-R: Susie Ellis, Meredith Ellis, basketball games at Creighton University, Jon Ellis, and Dawn Ellis. but felt limited deciding whether to bring his walker or his wheelchair when he really needed both. Another teammate’s mother put the girls in touch with the owner of Mobilis Home Medical Equipment in Council Bluffs, Iowa. The girls worked together to determine what wheelchair modifications would be necessary to develop the hybrid product, and even hired a professional solderer, all the while keeping ease of use and portability in mind.

When Meredith was working on The Walk n’ Wheel, it didn’t occur to her that her grandfather would benefit from such a product. But when she saw him on this visit, the State Finals, where the Walk n’ Wheel Meredith had a realization. earned each team member $500 College of “The first thing I thought was if Grandpa Engineering scholarships to Iowa State could use it, how many others like him could University or the University of Iowa. it help too? It could be millions. It was overAn attorney helped Meredith’s team whelming!” she shared. secure a provisional patent for the Walk n’ Meredith and her teammates took The Wheel, and the girls’ parents are moving forWalk n’ Wheel to Invent Iowa, a competition ward with the patent and trademark applicasponsored by The University of Iowa’s College tions and approval process. They are also of Education Belin-Blank Center. Hundreds negotiating the possibility of a marketing of young inventors entered the state-wide agreement with Mobilis. The girls recently competition. Meredith and her team placed met with the Directors of the Lewis Central in the top 20, which qualified them to attend Community Schools Board to gain their sup-

Above and left: Meredith was a member of a ninegirl team that submitted their walker-wheelchair invention as part of the FIRST LEGO League’s 2012 Senior Solutions Challenge. The Walk n’ Wheel earned each team member a $500 engineering scholarship to Iowa State University or the University of Iowa.

port and discuss adding invention courses to the district’s elementary curriculum. In addition, the girls are trying to gain the district’s support in the extracurricular activities of engineering programs at all age levels.

Jon’s daughter, Dawn, has been essential in guiding Meredith’s educational and entrepreneurial path. She shared her philosophy about raising Meredith and her 19-year-old sister. “I never hold them back, and I try to be their rock,” she explained. “To develop strong women, you have to be a strong woman.”

Meredith lights up when talking about her pets, including a hamster and two exotic lizards — a Bearded Dragon and an African Fat-Tailed Gecko — and she said she’s considering veterinary medicine as a career. But she’s also interested in computer engineering, teaching, mechanical drafting, and automation and robotics. Any of these career paths seem perfectly plausible for Meredith, who excels in her science and math classes. Her least favorite subject is history. No doubt, Meredith would rather make history than read about it! Whatever she does, she is sure to continue to make Jon proud as she starts high school this fall.

Shell Point Life | July 2013

25

2 0 1 3

S u mmer

Concert

Series

SOUNDS OF

SUMMER The Sunshine Trio • July 11 The fourth annual Shell Point Summer Concert Series continues in July. Enjoy an evening of light classical and popular favorites performed by Kay Kemper, harp, Scott O’Donnell, viola, and Beth Larsen, flute. All three accomplished musicians perform with the Southwest Florida Symphony and the Palm Beach Opera Orchestra. Single tickets available for just $15.

The Sunshine Trio

This concert will be held in the Church Auditorium at 7:30 p.m. Shell Point residents can purchase tickets at either service desk. The general public can purchase tickets at www.shellpoint.org/concerts. For questions, please call the box office at 454-2067.

What is Malware?

Protect Your Computer from Unwanted Software B

Y

B

R I A N

G

A I N E Y

,

T E C H N O L O G Y

S E R V I C E S

Malware is simply software that has malicious intent. This harmful intruder can be used to steal information, halt computer function, disrupt user controls, and sometimes even destroy computer hardware. Below are some types of malware to be on the lookout for in order to protect your computer and personal information.

Adware: Displays ads, often in the form of pop-ups. “Free” versions of software often come riddled in adware.

Ransomware: Will kidnap your computer until you pay the ransom. Ransomware typically spreads easily, using vulnerabilities

26

Shell Point Life | July 2013

C O O R D I N AT O R

in your network or through a tainted download.

Rootkit: Grants access to your computer, allowing access to personal information and the ability to randomly change settings or install/uninstall software. Rootkits are hard to find, and even more difficult to remove.

Spyware: Keeps track of what you are doing through monitoring your activities, keeping track of what you type, collecting logins and financial information, and more.

Trojan: Typically disguises itself as a good program, tricking people into downloading and installing it. The program then

allows more malicious software into the computer. Think of it as a gateway into your computer.

Virus: Is capable of evolving and replicating itself into multiple user accounts, and computers, spreading through script files, documents, and web-based apps.

Worm: The most common type of malware, they cause a computer’s internet connection to slow down by consuming bandwidth. They spread through vulnerabilities in the operating system of a computer.

The best protection against harmful malware is effective computer security. If you feel like you’re not protected enough, or that you may have one of these types of malware, please call 454-8248 or e-mail briangainey@shellpoint.org for assistance.

The Salon Team Enjoys Advanced Education and Picks up the Latest Trends B

Y

R

O B Y N

C

H U R C H

,

S A L O N

&

S PA

489-8400

M A N A G E R

New offe rs f or su mme r

Biolage Blowout!

very year in June, Florida’s cator Nick Arrojo. He has truly perfected largest beauty industry show the art of razor cutting! We learned new tips visits the Orlando Convention and tricks for up-do’s by legend, Martin Center. Three days are packed full Parsons. Today’s special event of education about new styles, styles for all hair lengths are also trends, techniques and product soft with a little tousled look to the formulas. The current trend is for hair. more natural ingredients in prodSeveral manufacturers have reucts that work with the chemistry created the hair piece of the past to of the hair, skin or nail. Many be completely invisible when inteplant extracts are being used to grated into the customer’s own replace synthetic ingredients. hair. These hair pieces are perfect Nick Arrojo, known for Hair cuts have become for the woman who is expehis appearances on the hit natural and soft with lots riencing alopecia.

TLC series What Not to Wear, of movement. Straight Nail polish is being was a featured stylist at the hair is still “in” but soft Premier Orlando Beauty Show. reformulated for longer lastpermanent waves are making results. Zoya, which we ing a return to the runway. We enjoyed razor offer in the salon, is still one of the few to cutting techniques by expert hair style edu- be toxin free.

E

Buy any Two Biolage Products GET 1 FREE! While supplies last.

Mirabella Cosmetics FREE Lip Stick

with $50 purchase Expires July 31

Looking to add a little volume and manageability to your hair?

Try a Texture Wave for style support!

Shell Point Salon & Spa staff members viewed the latest trends and techniques during the show. L-R: Salon manager Robyn Church with professional stylist Nick Arrojo. Salon employees Kim Turnbull and Kendell Colismo stocked up on new and improved beauty supplies.

SAVE $5 Expires July 31

Shell Point Life | July 2013

27

Junior Golf Camp Donation by Men’s Golf Association Provided Free Program for Young Players

F

or the first time in the history of Shell Point Golf Club, the Shell Point Men’s Golf Association made a generous donation of $3,000 to sponsor children between the ages of 7 and 16 who were interested in participating in the 2013 Junior Golf Camp at Shell Point Golf Club. In response, the camp quickly filled to capacity, with a record number of 45 participants!

Among the group of young players was Thomas Sparks, son of Shell Point employees John (Apartment Prep) and Lori Sparks (Finance). Lori said, “This was Thomas’ third year participating in the Junior Golf Camp at Shell Point Golf Club. He really enjoys it out there. He loves playing golf and appreciates the opportunity to learn from the pros.”

The Junior Golf Camp proved to be a valuable experience for every participant, as they received ample opportunities for instruction and practice. Each Left: Seven-year-old Justin Evers was a first time Junior Golf Camp participant. Below: Shell Point employee John Sparks stopped by to watch his son, Thomas, receive direction from the pros.

28

Shell Point Life | July 2013

Clockwise from top: 45 young players between the ages of 7 and 16 participated in the golf camp. Men’s Golf Association members (L-R) Jerry Touche (Eagles Preserve), Rich Meyer (Rosemont), and AJ Marinin (Oakmont). Kids practicing their swings on the driving range. Golf Pro Nick Macenas teaching the group some basic techniques.

day of the four-day program included range time with three certified golf professionals, interaction with the Men’s Golf Association, and actual course play.

AJ Marinin (Oakmont), president of the Men’s Golf Association, said, “We felt, as a group, that it was important to support up-and-coming players. It’s always nice to get a group of young golfers out at Shell Point Golf Club!”

Golf Course Manager and PGA Professional Michael Raber added, “We were thrilled to welcome such a large group of young players who were eager to learn more about the great game of golf. It was a wonderful experience for everyone involved.”

Shell Point Life | July 2013

29

A la Carte Menu

Delicious Entrees Support and Promote the LifeQuest Initiative B

Y

L

I N D A

R

A K O S

, RD,

A S S I S TA N T

D I R E C T O R

ave you tried one of the new LifeQuest recommended entrée plates on the Crystal Room’s a la carte menu? The recent revisions to the lunch and dinner menus at the Crystal Room now offer three different plates that meet the LifeQuest nutrition parameters established by the Hospitality Services management team. You can choose from a roasted turkey breast served with steamed fresh green beans and brown rice, Mediterranean chicken breast on a bed of whole wheat pasta, or a grilled salmon fillet with a baked sweet potato and steamed broccoli. In addition to sounding good, they are also good for you! These LifeQuest

H

H O S P I TA L I T Y

S E R V I C E S

entrée options have 700 calories or less and no more than 750 milligrams of sodium. Fat is also limited to 26 grams or less, with no more than 8 grams of saturated fat.

The addition and identification of LifeQuest foods on the Crystal Room menu did not come quickly or easily. First, the recommendations of leading health organizations, such as the USDA Dietary Guidelines and the American Heart Association, were reviewed in order for our registered dietitians to be able to set appropriate parameters.

Then, we began using a software program that allows us to gather the nutrition content information of the various recipe ingredients that are used at Shell Point. Finally, the Crystal Room menu was updated to ” Q “ e h t r include delicious and nutriLook fo e rt a c la tious options that clearly on the a e h t r met our defined parameters. fo menus t The new Crystal Room LifeQues menu was unveiled in May. . s entree In addition to the LifeQuest items featured on the menu, more detailed information is available for

Salmon Filet

H

w/Steamed Broccoli and Baked Sweet Potato

Calories: 502 Fat: 12g Sodium: 250mg

O F

anyone who would like the specific nutrition details. A take-home brochure will soon be available outlining some quick tips for healthy eating at the Crystal Room.

The Crystal Room management team is also reviewing other a la carte menu offerings so that printed information can be provided regarding the nutrition content of those items as well. Once the LifeQuest menu and nutrition program is tested at the Crystal Room, we can better evaluate how to use it effectively in other dining locations at Shell Point. If you would like more information regarding LifeQuest menu offerings, please call 454-2119.

GLOBAL OUTREACH Building Leaders For The Future In Barcelona B

Construction of the Sagrada la Familia basilica in Barcelona began in 1882. Although incomplete, the church is a UNESCO World Heritage Site. The anticipated completion date is 2026.

Y

D

O T T Y

M

O R R I S O N

(C

E L L A N A

)

Eunice Sanjaime, daughter of Ruth and Ted Rodgers (Palm Acres), lives among the architectural splendor of Barcelona, Spain. She and her husband, Pedro, have worked for many years in pastoral ministry and theological education. Eunice teaches music and English at the Barcelona seminary where Pedro is the director, cooperating with Greater Europe Mission and Camino Global.

The seminary is accredited by the Eunice and Pedro Sanjaime will be guest speakers at the Global Outreach meeting government of Spain and teaches both on Wednesday, July 17.

Spanish and Chinese students. Carlos Moya, who is married to their daughter, Sheila, is completing his Th.M. in Dallas Theological Seminary with sights on a teaching assignment. Carlos and Sheila are targeted to arrive in Spain in July, 2014.

Join us on Wednesday, July 17, at 10:15 a.m. in the Hospitality Room of The Village Church for a challenging look at what God is doing in Barcelona. All are welcome to come for refreshments at 10:00 a.m.

Temporary Closing at Café Promenade The summer months allow the Shell Point hospitality services and dining staff members to perform necessary cleaning projects and various updates in each dining venue throughout the community. The Café Promenade will be closed starting Monday, July 1, through The Island Cafe is open daily Monday, August 26. The Palm throughout the summer and serves Grill, located in The Woodlands lighter fare such as coffee and Commons, will remain open for breakfast, soups, salads, sandwiches and more. sit-down lunch and dinner every Tuesday through Sunday. The Crystal Room on The Island will be open for lunch and dinner Monday through Friday, and for brunch on Sunday. For lighter fare, stop by The Island Café from 7 a.m. to 7 p.m., seven days a week.

The Café Promenade will reopen on Tuesday, August 27.

Photo by David Pavey (Coquina)

Preparing for Season

Christmas in July The Employee Christmas gift is distributed to all eligible employees each December. While some residents opt to provide one contribution toward the end of the year, others prefer to spread out their contribution as a fee noted on their monthly statement. If you would like to set up a monthly contribution, stop by the reception desk at the administration office on The Island or contact resident billing coordinator Chris Ferrell at 454-2075.

Shell Point Life | July 2013

31

ACADEMY ON THE GO

Albin Polasek Museum and Sculpture Garden

Herman Bips

g n i r o l p x E k r a P r e t Win From Tiffany Art Glass to Donald Duck Juice, Overnight Trip Reveals Central Florida Charm B

Beanie and Jim Cudahy

Above: year-round Christmas tree on Lake Maitland.

Left: a classic Tiffany lamp.

Betty Mueller, Helen VanBuskirk, and Lucy Skinner

Y

B

E V

C

H A N D L E Y

,

P R O G R A M

C O O R D I N AT O R

In May, 50 Shell Point residents explored Winter Park, and other central Florida locations during an Academy on the Go overnight trip. Although these trips are designed for learning and fun, they also incorporate the six dimensions of wellness as defined by LifeQuest – Shell Point’s proactive approach to wellness and healthy aging. Just about every stop along the journey touched on the physical, emotional, spiritual, educational, community and social, and natural environment dimensions.

The Morse Museum of American Art was the first stop explored by the group. The history of the Tiffany family, and Louis Comfort Tiffany in particular, came to life through displays of fabulous art glass, paintings, and pottery. Tiffany was among the first to incorporate the newly invented electric lighting into the architecture of the home, and created great objects of beauty that continue to illuminate our lives.

After the museum tour, and some free time to admire the galleries and shops along Park Avenue, the group was bussed to the hotel for a poolside picnic and a lively game of bingo. Day two began with perfect weather for a boat ride on the Winter Park chain of lakes. The tour provided a little adventure, as well as interesting details about the inhabitation of the lakes and the overall area.

After the boat ride, the group enjoyed the Albin Polasek Museum and Sculpture Garden. An informative docent provided a nice tour of the buildings for some, while others toured the area on their own.

On the return trip to Shell Point, everyone loaded up on vitamin C during a stop at Florida’s Natural Orange Juice Visitor Center in Lake Wales. The center did a top-notch job educating the group about orange juice indus- Guests at the Florida’s Natural Orange Juice try, including fun information about Donald Visitor’s Center learned Duck Orange Juice. And, of course, there were about Donald Duck orange plenty of refreshing juice samples to go around! juice from the 1940s.