How to Invest Money

By Jim Ginther, Senior Vice President of Finance

Before you put your hard-earned cash into an investment vehicle, you’ll need a basic understanding of how to invest money the right way. However, there’s no one-size-fi ts-all answer. The best way to invest
your money is whichever way works best for you. Here are some tips when considering investing.

Your Style – Active or Passive
Active investing means taking time to research investments yourself and constructing and maintaining your portfolio on your own. Passive investing involves putting your money to work in investment vehicles where someone else is doing the hard work for example a mutual fund.

Your Budget
How much money do you have to invest? You don’t need a large sum of money to start. You can begin with just $100. The amount of money isn’t the most important thing. It’s making sure you’re financially ready and that you’re investing frequently over time.

Your Risk Tolerance
Not all investments are successful. Each type of investment has its own level of risk. This risk is often correlated with returns. It’s important to fi nd a balance between maximizing the returns on your money and finding a risk level you are comfortable with.

One important step to take before investing is to establish an emergency fund. This is cash set aside in a form that makes it available for quick withdrawal. Most financial planners suggest an ideal amount for an
emergency fund is enough to cover six months’ worth of expenses.

Welcome Alec Davis!

We are excited to introduce the newest member of the Trinity Woods Sales Team, Alec Davis. He is originally from Bixby, OK. He is a graduate of Northeastern State University in Tahlequah with a degree in
business administration. While he is new to senior living, Alec has over 18 years of experience with his last employer where he was in sales for eight years, then promoted to acquisitions. Alec is married to his wife, Jenny, and they have two sons, who attend Union Public Schools. He spends most of his spare time getting the boys to their music lessons and lacrosse events. Alec enjoys his family time and loves to run, bike, remodel his home, and work on his 1977 Datsun (his first car). Please feel free to reach out to
Alec and welcome him to the Trinity Woods neighborhood.

Favorite Sport: Lacrosse
First Job: Chuck E. Cheese
One Meal Forever: Pizza
Friends Describe: Enthusiastic, dynamic and loud
Favorite Holiday: Easter
Collects: Bison
Favorite Quote: “Be curious, not judgmental” Walt Whitman (via Ted Lasso)
Fun Fact: He was a background actor in Killers of the Flower Moon.

Putt Putt Go!

We are excited to showcase the newly replaced putting green located southwest of the Spann
Wellness Center. We worked with Celebrity Greens to completely redesign the area. The slope of
the green has been adjusted for a more enjoyable putting experience. Additionally, the entire area has
been relandscaped and a sitting area has been added. We are also looking forward to the addition of
the indoor golf simulator that has been ordered and will be installed in the coming months. The golfers on
campus are sure to enjoy hitting the links all year long.

September is National Preparedness Month

By Rev. Weldon Tisdale, Chaplain

” When opportunity comes, it’s too late to prepare.” John Wooden

John Wooden was one of the most successful NCAA Division 1 basketball coaches the sport has ever seen. He worked not just to win games, but to develop young men into personhood. He was
relentless in his practices, emphasizing the basics of basketball, all the while developing the character of his players.

Coach Wooden knew a 60 second time-out was not enough time to teach, practice, and implement a new play or strategy to take advantage of an opportunity in the game. He knew that it was the daily, dedicated practices that honed his players into individuals that could adjust, adapt and take advantage of a game situation and work it for their benefit.

Preparation must be done before the opportunity comes…thorough preparation.

Are you prepared? Your response is probably, “For what?” Good point. If we don’t know for what we are preparing, we will not know how to prepare.

So, for what are we preparing? As Believers, God told us in Ephesians 2:10: “For we are God’s handiwork, created in Christ Jesus to do good works, which God prepared in advance for us to do.” God, by His grace, brought you into His family to do the good works He has prepared in advance for us to do. Do I know what opportunities He’s going to give you and I to do today?

I don’t. But I know He wants us to be prepared for every good work opportunity He puts before us. Will it be a person in distress that needs someone to listen? A child that will challenge me as a parent? A spouse who needs extra love? A job that challenges our patience and/or abilities? Or is it simply being prepared to deal with life’s challenges? So how will we be prepared?

In 2 Timothy 3:16-17 it says, “All Scripture is God-breathed and is useful for teaching, rebuking, correcting and training in righteousness, so that the servant of God may be thoroughly equipped for every good work.”

So how will we be prepared, or should I say, “thoroughly equipped”? By connecting daily with the God-breathed words of Scripture. Through them God will prepare us…for every good work. So, when opportunity comes, we will be prepared!

Adapted from CrossPoint Church

Inspiring the Workforce of Tomorrow

By Jacob Will, VP of Health Services

The concept of the Trinity Woods CNA Student Internship Program began back in 2019, just when COVID-19 had just started to create interruptions. And while the program has faced obstacles, we are proud to say that after more than two years it is going strong and changing lives. Initially when Trinity
Woods collaborated with Nathan Hale High the objective was to provide an experience that would certify students as Nursing Aides (CNA) and provide a paid internship in our Healthcare Households during a semester.

We now work with two different schools – Nathan Hale and Union High Schools. This year we plan to offer four students (per semester) this internship opportunity but there is always space to expand if needed. The internship is divided into two parts, the certification class and then the onsite training here at Trinity Woods. Over the 10-12 week period the students work side by side with their mentors in the Health Center.

The immediate goal of the program is to introduce the students to the person centered care model at Trinity Woods and inspire a career path that will encourage them to advance their clinical education from CNA to Certified Medication Aide and ultimately to Licensed Practical Nurse and Registered Nurse. The long-term goal of the program is the development of a dedicated workforce committed to improving the quality of care of elders. We hope to empower students to explore their passions through individualized
educational opportunities supported by meaningful relationships. The strategy enables students to work outside the school walls and to guide students to develop self advocacy and self-reliance.

Since the beginning of the program Trinity Woods has hosted 19 students into the program. Of those 19, 10 students completed the program and were offered positions at Trinity Woods. Seven of those elected to accept positions at Trinity Woods.

As we look ahead, we are filled with gratitude for the donors who funded the internships. This program has been fully funded by the generosity of others. If you are interested in sponsoring an intern for the Fall semester, the cost is $2,800 and the results are priceless. For more information on helping
these amazing young people contact Bonnie Polak at 918.346.6639 or bpolak@trinitywoodstulsa.com. Truly, the best is yet to come!

Welcome Jerome!

New Faces at Trinity Woods!
Jerome Steele has joined the finance team of Trinity Woods as the Director of Finance. Originally from
Alabama, Jerome came to Tulsa in 1983 to attend Oral Roberts University where he received an undergraduate degree in Theology as well as an MBA in Business.

Previously Jerome served as Vice President of Finance and CFO of Bacone College in Muskogee where he was responsible for the business office, which included developing and implementing financial and accounting policies. His previous leadership experience includes serving as Chief Executive Officer of a Tulsa company that manufactured a medical device that treated diabetic neuropathy.

“We are so excited for Jerome to join the team. He brings 34 years of experience that will benefit the
mission of Trinity Woods,” said Jim Ginther, Senior VP of Finance. Jerome Steele Joins the Finance Team.

Jerome is married with four children. He and his wife, Yourlunda, founded Amazing Grace
Christian Center, a multi-cultural congregation located in west Tulsa.

Health and Wellness Fair

by Jennifer Rawlings, Your Health Fair Loving Guru

We are excited to extend an invitation to community members and friends to the Annual Trinity Woods Health & Wellness Fair! Come learn about offerings on campus and what is available from the surrounding community. The Annual Health & Wellness Fair will be held on Thursday, September 15th from 10 a.m. to 2 p.m. in the Community Life Center.

The Trinity Woods Wellness Team takes pride in providing members, family, and employees with opportunities to improve general health and wellness through the promotion of the seven dimensions of wellness. We feel that the Health & Wellness Fair plays a role in helping the community achieve whole person wellness.

At the fair you will have the opportunity to meet multiple health and wellness experts including but not limited to NAMI-National Alliance on Mental Illnesses which provides classes and support groups for families and caregivers of loved ones dealing with mental health issues, Oklahoma Senior Law, The Eye Institute, OK ABLEtech, MET Recycle, Oklahoma Bureau of Narcotics who will be taking old
medicines in any form and many other great vendors!

We are excited to host this annual event and look forward to seeing you.

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