Senior Planning Group

Senior Planning Group We provide guidance, education and support to help our clients understand and manage the financial, legal and social issues of aging.

The Senior Planning Group, Inc. is a unique multidisciplinary specialty practice intended to serve the needs of the elderly and their families. We are actually three companies in one. We offer comprehensive geriatric care management, late-life financial planning and have a strategic alliance with an elder law attorney. The cost of utilizing our services are usually offset by the financial benefits gained as well as peace-of-mind.

05/03/2026

After 30 wonderful years, I am retiring and closing this chapter of Senior Planning Group with a very full and grateful heart.

Providing geriatric care management and asset protection planning has never just been a profession to me—it has truly been a calling. Senior Planning Group has been a journey of compassion, trust, and meaningful relationships, and it has been an honor to walk alongside so many families during some of life’s most important and challenging moments.

I am confident that the new owner, along with the dedicated staff at Senior Planning Group, will continue the mission and values that have always been at the heart of this work.

To every family who allowed me to support you, thank you. Your trust, your stories, and your relationships have meant more to me than words can express.

As my husband Fred and I look ahead, we are excited to spend more time with our children, our seven grandchildren, and travel more.

I carry these years—and all of you—with deep gratitude.

05/02/2026
01/20/2026

Strade, Natalie
Attachments
9:03 AM (2 hours ago)
to Natalie

Dear Friends,

Clement Manor will be hosting a FREE RESPITE CARE program in its second year, funded by a grant from Bader Philanthropies, called Moments to Embrace Respite Care, for those caring for someone with Alzheimer's Disease or Dementia. The program will welcome both caregivers and their loved ones.

It’s a 12-week program starting April 10th, meeting every Friday from 1 -230 pm at Clement Manor in Greenfield – the designated host site. Caregivers will have separate but simultaneous sessions from their loved ones, so they can get proper respite.



I’ve attached a summary sheet and a programming schedule for caregivers and their loved ones. Our partner, Synergy HomeCare, will provide personal care for their loved ones so caregivers can get the respite they need. We are trying to reach as many caregivers in our community as possible to market this program to them. Perhaps you give tours with caregivers or know some personally.



More information is on our website here. Anyone can sign up for as many tracks as they’d like with their loved one. Detailed summaries of each program are listed on the site as well:

https://www.clementmanor.com/moments/



We appreciate your support in getting the word out and helping us provide caregivers with so much-needed respite time. Please let me know if you have any questions.

Natalie





Natalie Strade

Director of Marketing and Community Engagement

Clement Manor, Inc.

3939 S. 92nd Street

Greenfield, WI 53228

414.546.7984

www.clementmanor.com

https://www.facebook.com/ClementManor

Clement Manor is a senior retirement community located in Greenfield, WI. Our mission is to promote healthy aging of individuals on our campus and in the community, through the values of respect, collaboration, and quality service.

06/25/2025

This was posted by Joan Plantenberg Witzig and is filled with wisdom, common sense and compassion. Please take a minute to read it. You might have already seen it in other posts but it can't be repeated too much.

June is Alzeihmer's Awareness Month

If I get dementia, I’d like my family to hang this wish list up on the wall where I live. I want them to remember these things.

1. Every time you enter the room announce yourself. “Hi Dad- it’s Margaret.”
NEVER ask- Do you know who I am??? That causes anxiety.
2. If I get dementia, I want my friends and family to embrace my reality.
3. If I think my spouse is still alive, or if I think we’re visiting my parents for dinner, let me believe those things. I’ll be much happier for it.
4. If I get dementia, don’t argue with me about what is true for me versus what is true for you.
5. If I get dementia, and I am not sure who you are, do not take it personally. My timeline is confusing to me.
6. If I get dementia, and can no longer use utensils, do not start feeding me. Instead, switch me to a finger-food diet, and see if I can still feed myself.
7. If I get dementia, and I am sad or anxious, hold my hand and listen. Do not tell me that my feelings are unfounded.
8. If I get dementia, I don’t want to be treated like a child. Talk to me like the adult that I am.
9. If I get dementia, I still want to enjoy the things that I’ve always enjoyed. Help me find a way to exercise, read, and visit with friends.
10. If I get dementia, ask me to tell you a story from my past.
11. If I get dementia, and I become agitated, take the time to figure out what is bothering me.
12. If I get dementia, treat me the way that you would want to be treated.
13. If I get dementia, make sure that there are plenty of snacks for me in the house. Even now if I don’t eat I get angry, and if I have dementia, I may have trouble explaining what I need.
14. If I get dementia, don’t talk about me as if I’m not in the room.
15. If I get dementia, don’t feel guilty if you cannot care for me 24 hours a day, 7 days a week. It’s not your fault, and you’ve done your best. Find someone who can help you, or choose a great new place for me to live.
16. If I get dementia, and I live in a dementia care community, please visit me often.
17. If I get dementia, don’t act frustrated if I mix up names, events, or places. Take a deep breath. It’s not my fault.
18. If I get dementia, make sure I always have my favorite music playing within earshot.
19. If I get dementia, and I like to pick up items and carry them around, help me return those items to their original place.
20. If I get dementia, don’t exclude me from parties and family gatherings.
21. If I get dementia, know that I still like receiving hugs or handshakes.
22. If I get dementia, remember that I am still the person you know and love.”

ᴄᴏᴘʏ ᴀɴᴅ ᴘᴀsᴛᴇ in Honor of someone you know or knew who has dementia. In Honor of all those I know and love and lost who are fighting Dementia/Alzheimer’s.

June is Alzheimer’s Awareness Month…you’re never more aware than when this disease hits your family!

05/02/2025

The ADRC in Milwaukee just informed 3 of our families that it takes 4 months from the day you call them to the day a social worker can come out to complete a functional screen

The function screen is the first step that needs to be completed BEFORE you submit your Medicaid application to the State.

Guess we will be doing a lot of administrative hearings to get our Family care backdated!

Great information
04/16/2025

Great information

What fun!
11/12/2024

What fun!

01/27/2024

A new study by researchers at the University of Wisconsin School of Medicine and Public Health suggests a link between gut inflammation and changes in the brain and declines in memory, further supporting a connection between the gut and brain in Alzheimer’s disease.

10/11/2023

A new episode of is out now! Dr. Beth Fields joins the podcast to discuss the National Strategy to Support Family Caregivers and share resources for care partners in Wisconsin and across the country. Listen 🎧 go.wisc.edu/p8857w

10/08/2023

Address

125 N. Executive Drive Suite 210
Brookfield, WI
53005

Opening Hours

Monday 8:30am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12626708888

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