“Front Desk”

1. “Front Desk” A TEST NOT OF YOUR KNOWLEDGE, BUT OF A CONCEPT.

2. This is the life Medical Insurance What happens when I can’t drive? I’m tired of cleaning and cooking! I didn’t plan to grow old! I LIKE MY HOME! I want to stay in Florence

3. Me, Too! Let’s talk

4. Five of us met around these shared concerns or nagging worries. • We know we aren’t alone • We are willing to pay for first class service • We thought something could be done • We agreed to explore the idea

5. “Front Desk” We would like to have the types of service and attention we would received from a call to the front desk at a five star resort.

6. We agreed to explore forming an organization (nature of which to be determined) whose purpose is to give people our age in the greater Florence area both the practical means and the confidence to live to the fullest in their own home as they grow older

7. Beacon Hill Village, Boston, MA Cambridge At Home, Cambridge, MA Staying Put in New Canaan, CT At Home in Greenwich, NYC Capital Hill Village, WDC Avenidas Village, Palo Alto, CA Tierrasanta Village of San Diego We weren’t alone! (About 100 projects nationally)

8. We learned from them • Telephone conference calls • Printed literature • Books • Training curriculum We want to do it right!

9. Front Desk Board of Directors: Connie Bradley, Treasurer A. J. Brauer Phil Brubaker Dianna Lacey Mary Lehman Stephanie Matthews John Minter, Managing Director Jim Pittenger, Secretary Dick Smith, President Don Stewart

10. What do we want? • Peace of Mind • Personal Attention • Connections • Mobility • To Live Well in retirement • Quality Services • Free Time

11. How we would like it to work • Each subscriber will have an initial personal needs/assessment interview. • Subscribers calls to Front Desk will be answered by professional staff. • Pre-screened service providers will be notified and will make prompt responses to the caller. • Service providers will be monitored to assure prompt and professional services. • Subscribers will be responsible for paying for these services directly with the vender.

12. The aim is to enable subscribers to have most of the services of a five star Continuing Care Retirement Community in their own home while living well and enjoy the style of retirement for which they planned.

13. “It sounds good. What will it cost?” We are projecting an annual fee of $--- for an individual and $--- for a couple. Among the groups we studied, these fees ranged from $300 to $1500 per year depending on available services.

14. Hypothetical Budget Telephone Insurance Staff Office Vendor screening Misc $90,000 ERGO: We need $120 to 150 Subscribers to launch

15. Beautician who makes house calls Bookkeeper Carpenter Chef or cook Computer Technician Driver Electrician Emergencies (not of 911 types) Errands Gardener Handyman (or woman) Housekeeper/cleaner Home Care Personal health care assistance Pet care Plumber Transportation Sample ServicesTo be defined after focus group input I plan to include a list in the folder – let me suggest this list after I have that put together showing free, fee, and allies serevices

16. We have some questions for you: • How strongly does this idea interest you? • What kind of services would you want included? • Would you be willing to indicate your intent to join when we are ready to launch? • Would you be willing to give us names of others who might be interested.

17. We are happy you are here! John has additional information for you and will field your questions? (What additional information did you have in mind?)