1. Aging-in-Place The Boomer Community Presenters: Thomas L. Willis, PCAM Megan McDonald Scanlon, Esq. & Association Bridge, LLC

2. Because Only Some of Us Can Be. . . Jack LaLanne

3. . . .Young Forever Jack LaLanne at age 71

4. What Are We Cramming in Your Brain at 8:30 on Saturday Morning? Make sure we are clear on what we need to consider when we manage communities whose residents are “Aging in Place” Identify the laws, codes and ordinances that affect how we do the business of the association and what they mean to us in the real world Consider the opportunities to be of outstanding service to everyone’s benefit – including ours!

7. What Percentage of the Population is That? (% of the U.S. Population)

8. The Legal Stuff and How it Applies to the Real World credit: www.kpl.gov

10. Age restricted vs. non-age restricted housing vs. de facto “age restricted” (or Naturally Occurring Retirement Communities aka “NORCs”)

11. Fair Housing Act (FHA)

12. Housing for Older Persons Act (HOPA)

15. Fair Housing Act (cont’d) 42 U.S.C. 3604(e)(2) . . .it shall be unlawful to discriminate against any person in the terms, conditions, or privileges of sale or rental of a dwelling, or in the provision of services or facilities in connection with such dwelling because of a handicap of-- (A) that person; or (B) a person residing in or intending to reside in that dwelling after it is sold, rented or made available (C) any person associated with that person

16. Applicability of FHA to Common Interest Communities Generally re: Discrimination Disability Protections

18. Amends FHA to permit age-restricted housing with very strict criteria for two types of housing:

19. 55+

21. 80% of Units must be occupied by at least one person 55 years of age or older; and

22. 62+

23. 100% of Units must be occupied by persons 62 years of age or older

26. Smaller families/fewer children

28. Gradual loss of coordination

29. Gradual loss of mental acuity

31. Social Accommodations and Programming

32. Keeping up with Medical Needs

33. Safety

34. Transportation

35. Governance and Management

37. Governance Issues (cont’d) Stepping in when there is noticeable deterioration of a resident Seeking an involuntary commitment when a resident becomes a hazard to himself or others Weighing the risks Association could be sued for false imprisonment Association could be sued for failure to intervene Seating a viable board

38. Opportunities for Excellence

39. Inner Space

40. Managing YOU First Raising Your Professional Bar Photo: George Herringshaw

41. Managing YOU First Positive Mindset credit: www.rockyvertone.com

42. Managing YOU First Elevate Your Thinking credit: www.thecomicmarket.com

44. Identify resources to meet the needs as possible

45. Be a conduit/facilitator/dot connector

46. Stay grounded in the bigger picture

47. Lead others to do the same

49. Organic Internal Resources

50. Municipal Social Services

51. Non Profit Organizations & Support Groups

52. Emergency Responders

53. Staff (properly LED and trained)

55. Developing relationships with residents & their families

56. Be aware, maintain a service bias & TRAIN staff

57. Special needs lists and database maintenance

58. Develop useful, positive, routine communication

59. Promote socialization through events and during “official” association business events

61. Clubs or “Registered Groups”

62. Volunteer telephone checks

63. Commonly supported charitable organizations & activities

64. Regularly scheduled breakfasts/lunches, etc.

65. Bring in helpful experts

66. Information exchange

68. Admit slips/unit entry protocol

69. Vendor lists (help combat fear of being taken)

70. Emergency preparedness

72. It’s 5:05p.m. on Friday, September 9…

73. Who Are We and Where Are We Going? We see the future and what it holds for us We are aware of the legal requirements do make sure we do things right Our brains are geared up to look for opportunities to do the right thing We are stoked and ready to be awesome!

74. Who Are We and Where Are We Going? Time to ask questions and swap brilliant ideas Thanks for your dedication to our industry. Now go enjoy the rest of the VLR!!