Stoneridge Creek

Creating Cultures of Well-Being Designing Communities Where People Continue to Thrive

Susan Filice When I joined Stoneridge Creek, I wasn’t thinking about creating a wellness framework. I wanted to understand how residents envisioned this chapter of their lives and what they hoped retirement in a vibrant continuing care community could become. As I listened, residents shared remarkably consistent themes. They wanted to remain healthy and independent. They wanted opportunities to keep learning, build meaningful relationships, contribute their talents, and live with purpose. They weren’t looking to slow down. They were looking for a community that would support the life they still wanted to live. That realization changed my perspective. Rather than asking what programs we should offer, we began asking a different question: How do we intentionally create an environment where every experience supports people in living well? Designing Experiences That Matter My career began in luxury hospitality at Pebble Beach Resorts, where I had the privilege of working on nationally recognized events including the ATCT Pebble Beach Pro-Am, the U.S. Open, and the Concours d’Elegance. Those experiences taught me something that has stayed with me throughout my career: memorable moments are never accidental. They are intentionally designed. Later, while coordinating physician symposiums and community health initiatives, I realized that regardless of the setting, people share many of the same hopes. They want to feel welcome. They want to belong. They want to continue learning, contributing, and finding meaning in the experiences around them. That understanding eventually led me to senior living, where thoughtful experience design could influence not just a single event, but the rhythm of everyday life. Listening Before Leading When I arrived at Stoneridge Creek, our community was preparing for significant growth. A new phase was opening, bringing in hundreds of new residents, demographics were changing, and we had a unique opportunity to think different

TheKey Home Care LLC

Supporting Families through Every Stage of Aging

Shadi Gholizadeh, Chief Quality and Innovation Officer

Senior care is rarely just about one individual. It unfolds across families, routines, relationships and the daily decisions and behaviors that shape how support is experienced in everyday life. At TheKey, this reality is addressed through a care model designed around the person and their changing needs, the family system and environment and the role of caregivers in supporting safety, function and wellbeing. “We built a model that is family-centered because aging, care and health behavior change all happen in the context of relationships,” says Shadi Gholizadeh, PhD, MPH, Chief Quality and Innovation Officer. “When families feel supported and caregivers are equipped with the right guidance, care becomes more consistent, more personalized and more sustainable. Just as importantly, it creates more opportunities for the client to experience comfort, connection, purpose and moments of joy in everyday life.” Care comes to life in the client’s daily environment, where support extends beyond typical home care duties such as assistance with activities of daily living, meal preparation, transportation and light housekeeping to whole-person care. TheKey equips caregivers with practical training, dynamic care plans and ongoing support from a Client Success Manager, who helps create and adapt the care plan as needs evolve. This ensures caregivers are prepared to support safety and personal care while also fostering connection, engagement, comfort, dignity and moments of joy. Scaling Quality through Structured Systems Delivering consistent support across more than one hundred locations requires a careful balance between standardization and local adaptability. At TheKey, national care frameworks, evidence and data-informed standards establish a shared approach to service delivery across all locations guide quality of care. Proprietary care frameworks such as th.

Elder Law Firm

Liberty Medicare – Independent Insurance Agency

Guidance Beyond Medicare Enrollment

Gregory Lazarev, President

For Liberty Medicare, enrolling clients in the right Medicare plan is only the beginning of ongoing guidance. Since 2010, Liberty Medicare has combined Medicare expertise with year-round, personalized support, helping beneficiaries keep their coverage aligned with changing healthcare needs and Medicare requirements. Every recommendation starts with understanding the client’s healthcare needs, financial priorities, and long-term goals. Representing about 50 Medicare Advantage and Medicare Supplement insurance carriers across multiple states, it compares Medicare Supplement, Medicare Advantage, and prescription drug plans to identify the best coverage suited to each client’s circumstances, rather than promoting any particular insurer. Its boutique scale allows advisors to give every client individual attention. Personalized service is reinforced by responsive communication. Clients have direct access to knowledgeable advisors who answer questions and provide timely guidance, without navigating lengthy automated systems or waiting until the next enrollment period. “Clients can always call us and discuss their needs without delay. If we miss a call, we return it within an hour or two and get to work immediately,” says Gregory Lazarev, president.

Medicare

Senior living development is often evaluated through the metrics of real estate, including demographic trends and market fundamentals. Long-term success, however, depends on the quality of operations and the experience residents have within the community. Distinctive Living Development integrates development, operations and resident experience for senior living communities across independent and assisted living and memory care settings. Through its concept-to-keys approach, the company remains involved from the earliest stages of a project, helping align investment objectives with community operations. For Distinctive Development, the true measure of success is when residents move in and begin creating meaningful lives within the community. “Each square foot, amenity, staffing model and financial assumption ultimately impacts the resident experience,” says Joe Jedlowski, chairman and CEO.

Senior Care Advisory

Rosenberg Law Firm

Planning That Protects Families

Andrew G. Rosenberg, Attorney and Owner

What risks arise when estate planning is delayed or left unaddressed? Estate planning is often delayed because people assume there is time. This delay leaves families to handle legal, financial and administrative issues without preparation. Rosenberg Law Firm works with families facing disorganization, uncertainty and court involvement that could have been avoided. Its philosophy, “If You Don't Plan, You're Stupid!” reflects that delaying decisions shifts responsibility onto loved ones. That perspective is reinforced by experience. The firm sees families searching for documents, unsure about their assets and forced into probate after a loss. The consequence is not felt by the individual who delayed planning, but by those left to navigate the aftermath. Nearly a decade ago, a personal health emergency reinforced that reality. During an early morning swimming practice, Andrew G. Rosenberg suffered a widowmaker heart attack caused by a complete blockage, with survival odds below one percent. While his family rushed to the hospital, he remained calm, knowing his estate plan, insurance, asset titling and legal documents were organized. Building Plans that Protect Families How does the firm structure its process to identify risks and prevent complications? Clients typically approach Rosenberg Law Firm through referrals or educational workshops where Rosenberg explains legal concepts in simple terms, avoiding jargon so families understand their decisions. The firm follows a structured three-step process to identify risks early and prevent complications. The process begins with a discovery and vision meeting, where Rosenberg reviews the client’s goals, concerns, assets and ownership structures, identifying gaps that could create challenges if left unaddressed. A design meeting follows, during which the estate plan and legal documents are structured to resolve those risks. The final stage is a signing session where documents are reviewed, witnessed, notarized and executed.

IN MY OPINION

Home Care

Emotion Naming, Navigating Challenging Times when Supporting Individuals with Dementia

Cole Smith, Corporate Director of Care and Cognitive Wellness, Brightview Senior Living

LAST WORD

Assisted Living

Leading Quality Care in a Changing Senior Living Environment

Candace Renken, RN, Director of Nursing, The Goodman Group, LLC

IN FOCUS

Quality Assurance and Workforce Management in Senior Home Care

Senior home care services combine compassionate support with disciplined operations to meet growing demographic demand sustainably.

Learn more

Caregiver Training for the Modern Age: Leveraging Educational Technology

Caregiver education technology improves training access, workforce development, operational efficiency, and long-term organizational growth.

Learn more

EDITORIAL

Enriching Lives Through Compassionate Care

Growing older with dignity depends on more than access to healthcare. Older adults benefit from environments that encourage independence, meaningful relationships and a continued sense of purpose in everyday life. In this edition of Elder Care Review, we feature organizations and leaders whose work is strengthening elder care through personalized support, caregiver education and practical approaches that improve quality of life.

Our cover story features Susan Filice of Stoneridge Creek, who is recognized as the Life Enrichment Director of the Year 2026. She has redefined life enrichment by creating experiences that encourage purpose, connection and lifelong growth. Through resident engagement, thoughtful experience design and a culture centered on well-being, she continues to demonstrate how meaningful leadership can enrich everyday life.

Also recognized in this edition, Cinematic Health, as the Caregivers Education Technology of the Year 2026, uses immersive, story-driven education to strengthen caregiver confidence and compassion. TheKey Home Care LLC, recognized as the Senior Home Care Services the Year 2026, helps older adults maintain independence through personalized care. Liberty Medicare – Independent Insurance Agency, recognized as the Top Medicare Supplement Plans Services 2026, offers beneficiaries trusted guidance and ongoing support as they weigh their Medicare choices. Distinctive Living Development, recognized as the Top Senior Living Development Consulting 2026, aligns investment objectives with community operations across independent living, assisted living and memory care through its concept-to-keys approach.

This issue also features perspectives from leaders navigating the next phase of elder care. Ashley Watts, Director of Home Care Operations at Elite Home Care, believes caregiver well-being and organizational support improve the quality of care. Susan Stone, Senior Medical Director at L.A. Care Health Plan, explains that addressing medical, emotional and social needs while respecting cultural preferences to delivering truly person-centered care.

Together, the leaders and organizations featured in this edition show that exceptional elder care is built on compassion, collaboration and a commitment to helping older adults thrive. We invite readers to explore their stories and discover ideas shaping the future of senior care.

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