MTL Magazine Volume 7 by BlueStar Resort & Golf

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Indi Kindness

COAST to COAST

VERTERRA® — A TRILOGY® BOUTIQUE COMMUNITY® NEAR SEATTLE

TRILOGY® VALOR KUNA

TRILOGY® BICKFORD NEAR SACRAMENTO

TRILOGY® SAN JUAN OAKS

30 MILES NE OF MONTEREY

TRILOGY® AT MONARCH DUNES CENTRAL COAST

TRILOGY® SUNSTONE LAS VEGAS

NEVINATM — A TRILOGY® BOUTIQUE COMMUNITYTM PASO ROBLES

TRILOGY® AT THE POLO CLUB PALM SPRINGS AREA

RIDGECRESTTM — A TRILOGY® BOUTIQUE COMMUNITYTM PEORIA

TRILOGY® AT VERDE RIVERTM NORTH SCOTTSDALE

TRILOGY® AT WICKENBURG RANCH WICKENBURG

ENCANTERRA® , A TRILOGY® RESORT COMMUNITY QUEEN CREEK

THREEOAKSTM — A TRILOGY® BOUTIQUE COMMUNITYTM CULPEPER

TRILOGY® LAKE NORMAN CHARLOTTE METRO AREA

COMMUNITIES ON MAP ARE ACTIVELY SELLING HOMES

TRILOGY®

LAKE FREDERICK LAKE FREDERICK

#MY TRILOGY LIFE

JOIN THE MOVEMENT. LIVE HAPPIER . ®

EDITOR-IN-CHIEF

MADISON FELTMAN

CREATIVE DIRECTOR

ANDREA MINOGUE

ASSOCIATE EDITORS

KELCI COOPER BURGOZ

JACKIE HOBSON HESS

SENIOR CONTRIBUTORS

SHAUNA FARMER

VERONICA FREGOSO

SPECIAL CONTRIBUTORS

KIM ALEXIS

ELLA BELNAP

AMANDA BENTON

TODD DAIL

TODD IACONO

BEN KEILHOLTZ

MATTIE MCCHESNEY

JEFF MCQUEEN

RYAN NOLL

SARA RAINEY

DR. AMY WHITTINGTON

OU R COVER PHOTO:

MEMBER CONTRIBUTORS

SUSAN ASHER | Trilogy® at The Polo Club

BOB AZARIAN | Encanterra®, a Trilogy® Resort Community

BOB BATTANI | Trilogy® at Lake Frederick

JOE BRISKEY | Trilogy® at Monarch Dunes

GAINES BEARD | Trilogy® Lake Norman

DORIS DAVIS | Trilogy® Sunstone

MISSY DEBNAR | Encanterra®, a Trilogy® Resort Community

KATHY AND MURRY GINIS | Encanterra®, a Trilogy® Resort Community

JOHN INGRAM WALKER | Trilogy® Lake Norman

MIKE INZERILLO | Trilogy® at Verde RiverTM

JUDY KATZ | Trilogy® at Monarch Dunes

CATHERINE KITCHO | Trilogy® at Monarch Dunes

LONNY LEMON | Encanterra®, a Trilogy® Resort Community

KATY MCQUAID | Trilogy® at Lake Frederick

DAVID MEEKHOF | Encanterra®, a Trilogy® Resort Community

MIKE MIURA | Trilogy® Valor

ALAN AND ELAINE MORGENSTERN | Trilogy® Lake Norman

CHRIS OXFORD | Trilogy® at Lake Frederick

MARTHA POWERS | Trilogy® at Lake Frederick

KEVIN ROONE | Encanterra®, a Trilogy® Resort Community

CARLTON RICHMOND | Trilogy® at The Vineyards

LOIS ROELOFS | Trilogy® at Vistancia®

GUY SCHUMACHER | Encanterra®, a Trilogy® Resort Community

MIKE STEPHENS | Trilogy® at Monarch Dunes

ERIN SUICA | Encanterra®, a Trilogy® Resort Community

This edition’s cover photo features Kim Alexis, our Wellness Ambassador, showing her artistic side at Trilogy® at Verde RiverTM

Read more about Kim Alexis and the future of Wellness at Trilogy on page 12.

OFFICES

TO REQUEST A COPY FOR A FRIEND: MYTRILOGYLIFE.COM

What We Believe

We believe that the feeling you get when you make a new friend is among the best feelings you can experience. So we create environments where “community” has meaning far beyond streets and sidewalks and sticks and bricks. Places where each new day is an opportunity for deeper happiness and, for many, personal transformation. We believe with all our souls and hearts and spirit that where you live can make you happier, and that being happier is the true, real, authentic – and often unspoken or unrealized –goal of all of us.

A Renewed Focus

A LETTER FROM THE EDITOR

At the start of each year, we often find ourselves setting new and, sometimes, lofty goals, all with the aim of bettering ourselves. With that in mind, Trilogy® has embarked on a journey to shine a fresh light on the world of Wellness. While we are just beginning to explore this newly unlocked potential, one thing remains certain: whether it’s through Social Connection, Physical Fitness, Intellectual Enrichment, Emotional Confidence, or Spiritual Well-being, Trilogy aims to provide the framework for our Members to live fuller, happier, and healthier lives.

This renewed focus has not only inspired those living in our communities but has also deeply impacted me personally. As someone who once thought they had a solid grasp on their own Wellness, I’ve found myself pondering the question of ‘What truly defines Wellness?’ (page 75). Reflecting on my own journey, I’ve realized there are several aspects of my well-being that I’ve been neglecting. And much like a garden, our overall sense of Wellness can become overgrown with weeds if not properly tended to.

Positive change begins with one small goal (A Community United, page 46), which can act as a catalyst for new opportunities. While on your own personal journey, it’s essential to remember that change takes time (Making History, page 64). There will be moments when doubt creeps in, but leaning on those in your community for connection and support is key (Making Pawsitive Connections and Healing Hearts, page 23). But despite the challenges, the journey will continue, and you will reach new heights (Go Take a Hike!, page 53).

On behalf of the entire #MyTrilogyLife Magazine team, thank you for trusting us to be your storytellers. It has been an absolute joy to learn more about our Members and share the stories that inspire you to make a difference (Curtain Call for a Cause, page 61). We hope you find these stories as inspiring as we do, and we encourage you take that first step, reach out to a new friend, connect with a loved one, or learn something new. And if you need a little extra help, know there are others willing to lend a helping hand; all you have to do is reach out.

Best,

Editor-in-Chief

NATIONAL CALENDAR

JANUARY | NEW YEAR, NEW YOU

All Month Long | January offers a fresh start, and throughout the month, your Club teams will be offering special programming to help start your new year the right way!

8th | Keynote Speaker Series Livestream

FEBRUARY | SHARE YOUR PASSIONS

10th-16th | Trilogy® Loves Chocolate Week

Enjoy wine and chocolate tastings, chocolate culinary demonstrations, dessert specials, and more.

12th | Keynote Speaker Series Livestream

MARCH | MOTION MONTH

All Month Long | Motion Month

Have fun with Fitness Bingo and fitness-themed event specials.

12th | Keynote Speaker Series Livestream

16th | Trilogy® Bracket Challenge

Registration opens, then get ready to complete your brackets beginning March 16th .

APRIL | NATURE’S GOODNESS

21st-27th | Trilogy® Petstock WeekTM

It’s all about our four-legged Members with playdates, pet-themed cooking demos, educational sessions, and lots of fun.

MAY | MOLD YOUR MIND

12th-18th | Trilogy® Wine Week

Get ready for a grape time with wine tours and tastings, wine pairing specials, exclusive Barrel Masters events, and plenty more.

28th-June 4th | Women’s Golf Week

Ladies! It’s time to tee off with your best gals during this fun-filled week.

JUNE | BARRELS & BBQ

6th | National Donut Day

20th | Summer Solstice

What will you do to make the most out of the longest day of the year?

JULY | PRIME SUMMERTIME

4th | Independence Day

14th-20th | Beat the Heat Week

Cool off with pool parties, frozen treats, and plenty of fun indoor activities.

20th | National Ice Cream Day

Enjoy a sweet treat with a friend to commemorate this delicious holiday.

AUGUST

| FOCUS ON FITNESS

All Month Long

Commit to be fit with special fitness programming all month long!

5th | National Night Out

Celebrate community by mingling with your neighbors and supporting your local law enforcement.

11th-17th | Trilogy® Exploration Week

This week is all about trying something new!

18th | Trilogy® Survivor Pool Returns

SEPTEMBER | FUN WITH FOOD

7th | Grandparents’ Day

15th-21st | Trilogy® Restaurant Week

Grab a table to indulge in delicious dining specials crafted by Trilogy chefs.

28th | Good Neighbor Day

Trilogy is full of good neighbors, show yours how much you care with treats and gratitude.

OCTOBER | HOPS & HARVEST

10th | World Mental Health Day

13th-19th | Trilogy® Craft Beer Week

This one is for the beer lovers! Indulge in your favorite beverage, while you visit your local breweries, attend craft beer tastings, and more.

NOVEMBER

| GIVING BACK

All Month Long | Gait-to-Gate

Get your steps in while benefiting a great cause with our annual step-based event.

3rd-9th | Trilogy® Cup of Cozy Week

Snuggle up with a warm drink during this week full of comfort.

17th | National Take a Hike Day

Get out in your local community for a scenic hike.

DECEMBER

| TRADITIONS THAT LAST

All Month Long

Take part in your community’s traditions or celebrate your own while you take in all that this special season has to offer.

31st | New Year’s Eve

It’s the biggest event of the year! Celebrate the memories from the past year and start off the new one with a bang.

Redefining Wellness

A Trilogy® Roundtable

This year, we are peeking behind the scenes to learn more about the recent “doubling down” on the importance of Wellness with Trilogy® Wellness Ambassador Kim Alexis, Trilogy® by Shea Homes Vice President of Member Experience Ben Keilholtz, and Trilogy by Shea Homes® President Jeff McQueen. As we think you will ﬁ nd in this conversation, each brings a unique perspective, but the end-in-mind is shared amongst the group.

This discussion took place in the Scottsdale, Arizona ofﬁ ces of BlueStar Resort & Golf, the longtime hospitality management partner for Trilogy by Shea Homes, and the group charged with bringing the concepts discussed to life.

MTL: Welcome to you all, and thanks for taking the time to come together. Jeff, it’s probably best to start with you. Can you share your thoughts on how this renewed focus on Wellness came to be?

JEFF: Absolutely, and happy to be here. To me, it’s simple. People are starting to understand they are likely to live longer than they had once thought, and with that, they want to live better. That includes my wife and me, the folks we spend time with, and from my experience, the people who are choosing to call a Trilogy® community home. This is less about us having an “a-ha moment” and more about us trying to meet our Members where they are.

KIM: That’s such a great point, Jeff, and a great place to start this discussion. I spend a lot of my time in the communities speaking with Members, and it seems like all conversational roads lead to how they feel now, how they want to feel, and how they are making choices each day to improve their quality of life. The biggest of those choices is moving into a community where so much is available in terms of ﬁtness, nutrition, ongoing education, and social support. It’s why I get excited about my role.

MTL: Kim, speaking of, would you mind sharing a bit about your role? I would imagine many people are curious about how this relationship started and what your goals are moving forward.

I don’t care at all about pretending to be young, but what I do care about is feeling the best I can as often as I can for as long as I can.

KIM: Of course. Well, the best place to start is probably my own journey. I turned 64 this year (2024), and with each passing year I seem to understand more and more what it takes to age with grace. I don’t care at all about pretending to be young, but what I do care about is feeling the best I can as often as I can for as long as I can. I met Jeff and Ben a couple years ago and expressed this idea, and there was an immediate spark among us. My role now is to provide my perspective on what the communities offer so that, together, we can give the Members the best possible opportunity to live their best lives.

BEN: Kim is so right. So many folks we had spoken to in the past aligned with speciﬁc elements of what we were hoping to do, but Kim was able to distill all these various ideas into a cohesive view. Wellness is a balance of physical, mental, emotional, spiritual, intellectual, and social components, and it’s not about being someone or something – or some age – that you’re not. Instead, it’s about being in the right headspace for making positive choices.

MTL: So what does that mean for those in the communities?

JEFF: Well, it is probably best to pull that apart a piece at a time, and if it’s okay, I’ll put it in the language we use with our teams. We have ﬁve areas of focus under the larger umbrella of Wellness: Social Connection, Physical Fitness, Intellectual Enrichment, Emotional Conﬁdence, and Spiritual Well-being. Philosophically, these are the “soil, sun, and water” of our view on Wellness –without them all being addressed, we cannot be successful.

MTL: That construct helps, Jeff. Thank you. Following that lead, how about we start with Social Connection?

BEN: As a longtime member of the BlueStar team that is charged with delivering experiences in the communities, I’ll jump in on that one. There is probably no element of Wellness where we’ve had more groundwork laid than we have around fostering connections among the Members. For the last 25+ years, that’s been the fundamental building block of the Trilogy community experience. Strangers becoming neighbors, neighbors becoming friends, friends becoming extended family. It happens through the actual setup of the communities and Clubs, and, perhaps more than that, through the cultural commitment we’ve made to creating the “dry-dock cruise” experiences in the communities.

KIM: Ben, I know that’s what I experience when I’m in the communities, but I think it’s important to note something that is different from what I’ve experienced elsewhere. The activities and events aren’t just about superﬁcial fun – although there is a lot of that, which is great. It seems like considerably more effort is put into trying to facilitate genuine joy. You know, that feeling that’s more than just fun. When you feel great in the moment but where it also feels like part of the bigger story.

JEFF: Kim, I’m so glad you brought that up, because I think that distinction is important. There is a place in our communities for ﬂat-out fun. In fact, that’s a lot of what our Members want and what our teams deliver. But for us to meet our mission of creating meaningful social connections, we must hold ourselves to a higher standard. Some vegetables on the plate, if you will.

MTL: That “higher standard,” is that what you mean when you talk about Intellectual Enrichment, Emotional Conﬁdence, and Spiritual Well-being?

JEFF: To a large degree, that’s right. The ways we learn, the ways we treat ourselves, and the ways we treat others are all tied into the overall throughline of our lives. None of us is an island, and if we’re going to achieve our best selves, we’re going to do it by being purposeful in our actions. This is why we have been so deliberate in the development of our communities. Have fun. Try new things. Meet new people. Explore new ideas. Discover new interests. Make a new friend – or lots of them. In my view, that’s the best possible version of life.

MTL: I can sense your enthusiasm, and I can see why it’s so contagious amongst the team. But I want to drill in more. Is there anything in particular you’d like to dive deeper into?

BEN: How about I give you three that I think capture a lot of what we’re trying to accomplish, at least in the realm of the Physical Fitness aspect of Wellness? Here goes:

First is the focus on recovery. It’s a universal truth that stress + rest = growth. Do something hard, let your body heal, and then do it again but better. We are incredibly excited about our new

relationships with Therabody and Hyperice, the category leaders in the emerging recovery space. Our Members will now have access to a whole suite of products from each of these companies. From hot/cold contrast to percussion to compression, “rest” has a whole new meaning.

Second is the introduction of advanced benchmarking. Thanks to our relationship with industry-leader Technogym®, we will be the ﬁrst network of residential communities to implement Checkup, their proprietary multi-faceted Wellness evaluation tool that measures and assigns a Wellness Age based on tests that consider balance, cognition, ﬂexibility, strength, endurance, and body composition.

Third is the new relationships that allow for insurance-backed program participation. In 2024, the ﬁrst of our partnerships launched with SilverSneakers®. As part of that union, eligible Members get access to complimentary classes and reduced class subscription pricing, among other bene ﬁts. The barriers have been lowered to experiencing what could be the most powerful way to exercise – as part of a group with positive social support.

These three elements alone exemplify our desire to do more for more people in an accessible way.

JEFF: Ben, I am glad you bring these up, but I think you’re forgetting one. And she’s sitting right next to you.

BEN: Good catch, Jeff. Of course, we also have our Wellness Ambassador, Kim Alexis.

KIM: Ooh, I like that new title. And to be honest, that is how I see my role. Something that has stuck with me since our ﬁrst meeting was the commitment both of you showed to making progress more than talking about making progress. We are all going to get judged on what we do, not what we say, so these commitments can’t be hollow.

JEFF: That’s absolutely it, Kim. And this is why I want your “Curated by Kim” menu items to provide Members a better set of options than what currently exists. And I want to see us forming relationships with industry leaders so we can be better. And why we’re investing so much in the planning and design of the new communities to be able to allow us to be ready for what inevitably will come

Intellectual Enrichment, Emotional Confidence, and Spiritual Well-being

next. I’m extremely proud of all we’ve accomplished as a company, but at the same time I’m committed to making sure our best days still lie ahead. It’s the same way I view my own journey.

MTL: That’s a good segue, Jeff, as it’s probably important to share that your team looks a lot like those who choose to call a Trilogy community home.

JEFF: Yes, that’s probably true. Now, we have many communities which are age-qualiﬁed and some that are not (and some which include both), so the net we cast is wide. But yes, when I look around the room here, I do think that the communities we develop are shaped by what we desire in our own lives. More friends. More fun. More feel-good days.

KIM: Now Jeff, that’s real Wellness! Our environments are so important to our well-being, and we have to be thoughtful in

BEN: I agree with Kim’s comments, and I guess I’ll take a more operational approach to my answer. I ultimately view our Clubs and communities as being in the participation business. We want our Members to feel compelled to get out and explore their world. So, success in my eyes will be evidenced in the amount of activity we see in the community, and, importantly, the share of homes in the community contributing to those activity levels. More people doing more things more often.

JEFF: Well, if Kim is the spirit and Ben is the science, I guess I’ll take on the foresight. Candidly, I want Trilogy communities to be recognized as part of a choice to live a healthier, happier life. I want those seeking more out of life to feel like they have a partner in us. I want our communities to be the next “Blue Zones”. Are we there right now? In many regards, we may be. But there’s a long way to go, and there always will be. Like every challenge worth pursuing, the journey is the destination. n

Have fun. Try new things. Meet new people. Explore new ideas. Discover new interests. Make a new friend – or lots of them. In my view, that’s the best possible version of life.

all aspects of the communities. It needs to feel different when you enter the communities. And by different, I mean better. Back to your high standard comment earlier, we must believe this journey of improvement never ends.

BEN: I am not sure I could put a better bow on it. Both Jeff and Kim have nailed it.

MTL: This conversation has been great, and it feels like a lot of the important points have been covered. But I want to end with a question for each of you to answer. What does success look like? And let’s start with Kim and end with Jeff.

KIM: I like this. For me, I want to impact the way people think about balance. A life well-lived is comprised of a whole variety of elements, some healthy, some fun, some frivolous, some meaningful, some happy, some sad. I’d like to see more Members embracing all these as important parts of the journey. Jeff mentioned “soil, sun, and water” earlier as a way to think about the work we do, and that really resonates with me.

KIM ALEXIS is the Trilogy Wellness Ambassador. Perhaps best known for ushering in the era of the “supermodel,” Kim now invests her time being an advocate for healthy living. After behind-the-scenes contributions for some time, her formal relationship with Shea Homes began in 2024. You can taste some of her favorite meals if you select the “Curated by Kim” menu items at your Club.

BEN KEILHOLTZ is the Vice President of Member Experience for Trilogy by Shea Homes, a role he entered in 2024 after a nearly 20-year run as a leader of BlueStar Resort & Golf. Known throughout both BlueStar and Trilogy as a “true believer,” Ben is a passionate advocate for “creating the best possible environments for our Members to live their best possible lives.”

JEFF MCQUEEN has been with Trilogy by Shea Homes since it began in 1999, serving as President since 2017. Jeff is both the moral and intellectual compass of the organization, probably best known among colleagues for his incredibly high expectations and his unique ability to help others achieve those high expectations.

Serving Up Connection

THE TENNIS MAJORS CELEBRATION AT TRILOGY® AT VERDE RIVER TM II

BY ELLA BELNAP WITH TRILOGY ® AT VERDE RIVER TM MEMBER MIKE INZERILLO

Trilogy® communities are designed to enhance your quality of life through ﬁve Wellness Pillars: Social Connection, Physical Fitness, Intellectual Enrichment, Emotional Confidence, and Spiritual Well-Being. These pillars come to life through various Member-led Clubs, where Members come together to pursue their passions, make new connections, and create lasting memories. The Tennis Club at Trilogy® at Verde River TM recently exemplified this philosophy with an exceptional event: The Four Tennis Majors Season Ending Event.

While the Tennis Club regularly gathers for friendly matches, the group decided to take their camaraderie off the court by hosting a unique social event inspired by the sport they love. For those unfamiliar, the four Grand Slam tournaments — commonly known as the "majors" — represent the height of professional tennis, each steeped in rich history and tradition. The majors showcase the world’s best players while offering a glimpse into the cultures of the host countries.

Club Leader Mike Inzerillo explained the inspiration behind the event, “For us amateurs, watching those events in person or viewing them on television truly shows us the athleticism and grace of these athletes. It also gives us an insight into the cultures of each of these countries. Here at Verde River, we wanted to structure a fun social event around the four majors.”

The Grand Slam tournaments consist of the Australian Open (Melbourne, Australia), Roland-Garros (Paris, France), Wimbledon (London, England), and the US Open (New York City, United States). The Tennis Club’s event cleverly mirrored these iconic tournaments by assigning each of the four to a different host’s home.

Four generous Members from the Tennis Club volunteered their homes for the event, transforming their spaces into cultural celebrations of their assigned major. Over 60 Members and their guests participated, traveling as a group from one house to the next in their golf carts. Each stop featured cuisine and drinks inspired by the corresponding country.

The event began at the “Australian Open” house, representing the first major of the tennis calendar. Guests enjoyed authentic Australian staples including Vegemite sandwiches and Foster’s beer. The festivities then continued to the next host’s home, where a new cultural experience awaited. Mike described the event as “a way to get the community together, have fun, and celebrate tennis.” The evening was a resounding success, with positive feedback from attendees and an atmosphere of joy and connection.

The club has decided to make it an annual tradition to mark the close of each tennis season, provided Members continue to volunteer their homes for hosting.

The bonds formed through tennis were central to the event’s success. Reflecting on his experience, Mike shared how the sport has enriched his life: “We moved into Verde River three and a half years ago and took a gamble since we didn’t know anyone who lived in the community. I think it was the very next day after moving in that we played tennis with another couple, and friendships evolved from there.”

Trilogy communities believe in fostering an environment where Members can thrive in every aspect of life. Member-led Clubs like the Tennis Club at Verde River provide opportunities to stay active, forge meaningful relationships, and create cherished memories. The Four Tennis Majors Season Ending Event is a shining example of how Trilogy brings people together to live happier, healthier lives. n

Healthy Hearts Happy

BY DR. AMY WHITTINGTON

If you ﬁnd yourself reading this article, chances are you already know all of the great things that this exciting stage of life can bring: less work stress, fewer kid-related commitments, and hopefully more time for the activities you love and to take care of yourself. It’s an unfair intersection of life that just as our schedules loosen up, we need to be more mindful of our cardiovascular health. But the good news is, adding in some heart-healthy habits might be a lot easier than you think.

The physiology of the heart and cardiovascular system is, of course, complicated. But the basics of improving lifestyle to beneﬁt your heart and circulatory system can be pretty simple, with the goal of keeping the pump strong and the pipes clear. There are some basics that you already know, including exercise, managing stress, controlling blood sugar issues, losing weight, and not smoking, all of which are known to decrease risk.

A heart-healthy diet is a diet that leans towards a Mediterranean and/or plant-based diet. In flammation in the “pipes” of your cardiovascular system can cause a roughened inner surface that is not as smooth as healthy tissue. This sticky inner layer allows a place for the accumulation of plaque and cholesterol. Diets high in animal products or sugar cause an increase in inflammation, while diets that include more plant-based proteins, good fats like olive oil, omega-3 fatty acids such as those in salmon, and moderate sugar all decrease inflammation. Omegas or turmeric can also be supplemented for an additional anti-inflammatory effect.

It is important to know your heart-health numbers so that you can further address any increase in risk factors with your heart. Elevated blood pressure is an issue for your heart over time because it means the pipes of your circulatory

system are too tight. Smaller pipes are easier to block. Magnesium (usually citrate or glycinate) is a smooth muscle relaxer (which is what the “pipes” are made of) and can be an effective way to decrease blood pressure at the early stages of hypertension, or can be a good addition to treatment with pharmaceuticals if they have become necessary. As always, please advise your treating physicians of any supplements you are considering.

Cholesterol is, of course, the other important component in keeping the arteries clear. A supplement called Red Yeast Rice can help to lower cholesterol numbers that are creeping up. It is also important to note it is oxidative damage that causes cholesterol to become sticky. Healthy cholesterol slides through the pipes; damaged cholesterol sticks to the pipes. Antioxidants help to control this damage. This is why you want to have a very colorful diet with increased dark leafy greens, red and yellow vegetables, and dark berries, all contributing different families of antioxidants to combat the oxidative damage. Antioxidants can be taken by supplement as well and include vitamin C, green tea extract, resveratrol, and many, many more.

In addition to addressing the state of the arteries, it is important to consider the pump itself.

CoEnzyme Q10 (aka CoQ10, UBQH, or ubiquinol) is vital in shuttling oxygen around the system, providing a more efﬁcient production of energy. The heart, in its constant state of activity, requires a lot of energy to function. CoQ10 becomes even more important if you are on a statin medication , as these medications have been shown to decrease CoQ10 levels and are, over time, hard on the heart muscle itself.

Finally, if you know that you are at risk for heart disease, don’t let old ideas keep you from taking steps to decrease risks. Estrogen is a vital component in decreasing heart disease in both women and men. Heart disease doubles at menopause for women due to the drop in estrogen. Men need estrogen as well and make it by having adequate testosterone levels. Hormone therapy is safe for most people, and, based on your risks, you should at the very least have a conversation about it with your physicians.

It is also vital to get help with your sleep and/or blood sugar from either your traditional or integrative/naturopathic physician and to get help to lose weight if you need support. We are now in a world with options worth taking, especially if it will decrease overall risk for your cardiovascular health.

There are other considerations for further testing and nutrient support depending on your history and your family history, and an integrative physician can help to guide you to the best overall plan.

You made it, and we hope that this exciting stage is fun, fulﬁlling, and stress-free. And with a few simple changes or additions, you can help keep your heart happy…and healthy for many years to come. n

FINDING DR. AMY

Dr. Amy Whittington practices naturopathic medicine at the Alvea Spa in Trilogy® at Vistancia® in Peoria, Arizona. She has been the chosen naturopath for Trilogy® communities for more than a decade.

Dr. Amy publishes a monthly Wellness Journal on MyTrilogyLife.com and provides individual consultations in Arizona. For more about Dr. Amy, scan the QR Code to visit her section on MyTrilogyLife.com*.

*Please note that viewing this area requires login credentials. We recommend requesting Guest Access to MTL from the MyTrilogyLife.com homepage if you are not yet a Member.

THE CLUBBIES

Each Trilogy® community cultivates an environment of connection and growth, with our Member-led Clubs playing a key role in enriching these experiences year after year. Our annual Clubbies offer recognition to a few of the many Member-led Clubs that bring our communities together. This year, we are celebrating clubs nominated for the following award categories: Clubs for a Cause, Good Neighbors, Artistic Accolades, Savor and Social, Motion and Movement, and Out of The Blue.

THE CLUBS FOR A CAUSE AWARD

This award highlights Member-led Clubs that not only make a difference in Trilogy, but in their local communities as well.

WINNER:

Make A Difference – Trilogy® at Verde River™

HONORABLE MENTION:

Curtain Call for a Cause – Encanterra®, a Trilogy® Resort Community

LOOK OUT FOR:

TEACH | Together, Educating, Advocating, Coaching, Helping - Trilogy® at The Vineyards

THE ARTISTIC ACCOLADES AWARD

Trilogy communities are home to a diverse range of artistic talents, and this award celebrates Member-led Clubs that inspire and cultivate creativity.

WINNER:

The Theatre Club – Trilogy® at Lake Frederick

HONORABLE MENTION:

The Gogh Getters – Trilogy® in Summerlin®

L OOK OUT FOR:

The Photography Club – Trilogy® at Vistancia®

THE GOOD NEIGHBORS AWARD

To celebrate communities ﬁlled with good neighbors, this award highlights Member-led Clubs that go above and beyond to serve others.

WINNER: Think Pink! – Trilogy® at Verde River™

HONORABLE MENTION:

The Caring Neighbors Group – Trilogy® at Lake Frederick

LOOK OUT FOR: Grief Support Group – Trilogy® at Tehaleh®

THE SAVOR AND SOCIAL AWARD

This award showcases the Member-led Clubs that create a social outlet for Members seeking friendship through food — whether they curate it themselves or dine out together!

WINNER:

Super Seniors – Trilogy® Lake Norman

HONORABLE MENTION: Mingles: Singles Adventure Group – Trilogy® Valor

LOOK OUT FOR: Gals Just Want to Have Fun – Trilogy® in Summerlin®

THE MOTION AND MOVEMENT AWARD

These Member-led Clubs are passionate about keeping their bodies active.

WINNER:

EZ Riders – Trilogy® at The Vineyards

HONORABLE MENTION:

The Line Dancing Club – Trilogy® at Tehaleh®

LOOK OUT FOR:

The Twin Mills Baggers – Trilogy® Lake Norman

Member-led Clubs

THE OUT OF THE BLUE AWARD

These Member-led Clubs caught our attention due to their unique nature. From inventive names or fresh ideas to outstanding execution, these clubs truly stood out!

WINNER:

The Encanterra Sparkles – Encanterra®, a Trilogy® Resort Community

HONORABLE MENTION:

Opera Appreciation – Trilogy® at The Vineyards

LOOK OUT FOR:

Ski and Snowboard Club – Verterra® – a Trilogy® Boutique Community®

Trilogy communities are home to a wide range of activities, whether Club-facilitated or Member-led. There are countless ways to get involved with something you are passionate about or interested in trying out. If you’re considering starting or joining a Member-led Club, contact your local Lifestyle team or check out your Club’s Member-led Club Expo, which occurs once a year.

Making Pawsitive Connections AND HEALING HEARTS

BY JACKIE HOBSON HESS WITH TRILOGY VALOR® MEMBER MIKE MIURA

In Trilogy® communities across the country, much of the Lifestyle and Wellness commitments focus on ensuring Members have the opportunity to live a happier, healthier, more friend-filled life. This is no different at Trilogy® Valor in Kuna, Ida ho, near Boise, where Lifestyle Director Christl Colven and Wellness Director Rachelle Johnson are constantly working on ways to fulfill those commitments.

Of course, much of their programming is focused on bringing fun and heartwarming experiences to residents in the community, but recently, another group is gaining attention – our furry, four-legged residents! And for good reason, because they’re just as much a part of the community as their owners.

This year, Trilogy Valor introduced some innovative pet events, including the first-ever Pup Pool Party. This event provided Members a chance to bond with their pets and foster connections with each other. With the pool closed to human swimmers for the season, Rachelle and Christl orchestrated an event where residents could bring their dogs for a swim and a pup cup.

“Members really embraced it,” Christl shared, noting how some Members came without a pet, just to see the fun. “It was a great way to bring people together.”

Beyond the pool, Christl organized a pet photoshoot, where Members could take photos with their animals, and Rachelle opened many of her organized walks and hikes to pets.

Outside of the events, for one Member, Mike Miura, walking dogs has become more than a pastime; it has become a lifeline, helping him navigate grief while offering support to others.

Mike moved to Trilogy Valor from Washington with his life partner Verelle in September 2023. Shortly after the couple settled into their new home, Verelle suffered two strokes, the second of which claimed her life in March 2024. Grieving deeply, Mike found himself alone for the first time in over 30 years in a new home and community. He began walking dogs for his neighbors – an activity that had been one of Verelle’s passions – and now finds the community’s pets providing an unexpected source of solace.

“Her love for animals rubbed off on me,” Mike shared. “We would walk dogs as a couple and so I started doing it here at Valor because it gets me out. I try not to be home too much. It’s kind of hard.”

It wasn’t long before his kindness became well-known in the community, with some Members suggesting that he turn his dog-walking into a business. But for Mike, the true reward is the connection with others.

“I do it because I enjoy it,” Mike said. “It helps me get out, and it helps others too.” Like Denise and Jim, whose dog, Sahara, he walked after Jim had his own stroke.

For Mike, walking dogs is more than just a way to pass the time. It’s a form of therapy, a way of giving back, and a method of healing.

"Hopefully, it’s my way to heaven," Mike said with a soft smile, acknowledging how these small acts of kindness have impacted people. "But without the support of the people here, the community, the Members, I don’t think I would make it. The people here saved my soul ."

The pet-friendly nature of Trilogy Valor is one way the community elevates itself beyond just a place to live – it’s a place Members don’t want to leave. Whether it’s a fun day at the Pup Pool Party, or a quiet walk with a neighbor’s dog, the community has created a space where both people and their pets can thrive, and where healing happens one paw at a time. n

A

DOGGONE GOOD TIME

WITH THE TRILOGY DOG CLUB

BY TRILOGY® AT THE VINEYARDS MEMBER CARLTON RICHMOND

The Trilogy Dog Club at The Vineyards has been a vibrant and active group since its inception in 2020. As a Member-led Club, the group is committed to promoting responsible dog ownership, maintaining the rights of access for dogs, and fostering fun and inclusive activities for both people and their pets. With 190 members and 140 dogs, the club has become one of the largest and most active in Trilogy® at The Vineyards, helping to strengthen the bond between Members and their furry companions.

The club is involved in a variety of events throughout the year, often centered around the seasons. This year, for example:

n FEBRUARY

Celebrated "For the Love of our Dogs," with Member presentations that featured dog photos and short stories written from the perspective of the dogs themselves.

n APRIL

F eatured a guest speaker from Joybound, a local pet rescue and adoption agency, to educate and inspire Members about animal welfare.

n JUNE

"Fun in the Sun with Agility," where a local trainer demonstrated agility techniques, and dogs got the opportunity to try out the equipment themselves.

n AUGUST

A fun, laid-back "Backyard Happy Yappy Hour," gave Members a chance to relax and socialize.

n OCTOBER

Hosted the beloved Howl-O-Ween event, where both dogs and humans dressed up in creative costumes.

n DECEMBER

Concluded the year with the festive Howl-I-Days celebration, complete with catered appetizers, champagne, and dog-friendly gifts for the furry attendees.

In addition to these social events, the club produces a regular newsletter, Paw Prints , and maintains an exclusive website for Members, offering resources and a platform for engagement.

Want to start a Dog Club in your community? Reach out to your local Lifestyle Team to get started today!

A COMMUNITY UNITED A National Night Out to Remember

MADISON FELTMAN WITH TRILOGY® AT LAKE FREDERICK MEMBER BOB BATTANI

On a warm August evening,

Trilogy ® at Lake Frederick came alive with the spirit of community as approximately 600 residents and their families gathered for a celebration in honor of National Night Out. This complimentary event, fully funded by generous sponsors, showcased a remarkable partnership between the community, local businesses, and ﬁrst responders. It was a night to remember — one that brought neighbors together, fostered connections, and supported important local initiatives.

National Night Out, held annually on the ﬁrst Tuesday in August, is an event designed to bring communities together. This special occasion strengthens bonds with local law enforcement and ﬁrst responders, promoting collaboration and trust. At its heart, National Night Out is about unity and creating safer, more connected neighborhoods.

The idea to host a National Night Out event in Trilogy at Lake Frederick began with a simple yet profound idea from Member Bob Battani. “I’ve worked with police departments and helped organize National Night Out events in other areas, but it struck me that Lake Frederick, which is like its own little city, hadn’t hosted a major National Night Out event

to bring everyone together,” said Bob, the event’s organizer. His experience working with local county police departments gave him the conﬁdence and vision to spearhead the project.

So, Bob started the conversation. “I approached our homeowners association and asked if there had been any talk about doing a National Night Out here. They were supportive but clear — we needed resident interest to move forward,” he recalled. Motivated, Bob reached out to his neighbors, and 10 residents showed up for the ﬁrst planning meeting. From there, the momentum grew.

One of the initial challenges was funding. “I told everyone at the meeting, ‘We don’t have a budget. This is going to require sponsors,’” Bob explained. Despite the daunting task, the team rallied. Through outreach to local vendors, businesses, and contractors who regularly work in Lake Frederick, they raised over $10,000 in donations. “We were fortunate to secure six corporate sponsors within a week, each contributing $500 or more to have their names on the event t-shirts. It was incredible to see the community come together,” Bob said.

The event itself was a vibrant celebration of community spirit. Attendees enjoyed complimentary hot dogs, chips, and ice cream while listening to live music from the Lee Brothers, a band comprised of Trilogy at Lake Frederick residents. Children enjoyed balloon animals created by a talented volunteer, while games and sponsor giveaways added to their excitement.

As National Night Out focuses on community safety, ﬁrst responders played a central role in the evening’s success. “We were thrilled to have the Frederick County Sheriff’s Department, the Fire Department, and Virginia State Police join us,” Bob shared. The ﬁre department’s ladder truck was a particular crowd favorite, towering over the festivities, while the sheriff’s department showcased their K-9 unit, including calming dogs in training. “I was initially worried about securing their participation since other nearby towns were also hosting National Night Out events. But they all came through, and it made the night extra special.”

The event also served as a way to give back. A rafﬂe of sponsor-donated prizes raised $1,000, which was split between the sheriff department’s TRIAD program, dedicated to ﬁghting crimes against seniors, and the Stephens City Volunteer Fire Department. “It was gratifying to not only bring people together but also give back to those who protect and serve us,” Bob said.

Ensuring the event remained complimentary for residents was a top priority for Bob. “I didn’t want anyone to feel they couldn’t attend because of cost.” Sponsors contributed everything from rafﬂe items to water bottles — essential for the hot summer evening. “Culligan Water provided enough bottles to keep everyone hydrated throughout the night,” he noted.

“It was gratifying to not only bring people together but also give back to those who protect and serve us.”

As the sun set and the music played on, attendees mingled, laughed, and formed new connections. It was evident that the event had achieved its goal of fostering a sense of unity. For Bob, the success of the evening was both rewarding and a learning experience. “Looking ahead to next year, I’m planning to form committees to share responsibilities — everything from parking to t-shirt distribution,” he said. “This year, I was essentially the point person for everything, and while it was manageable, delegating tasks will make the process smoother.”

The feedback from residents and participants has been overwhelmingly positive. Many expressed their appreciation for the effort that went into creating such a memorable evening. Local businesses and ﬁrst responders have already pledged their support for next year’s event. “It’s incredible to think this all started as a simple idea,” Bob reﬂected. “The community embraced it, and together, we created something truly special.”

Lake Frederick’s National Night Out is a shining example of what can be accomplished when a community comes together with a shared purpose. It wasn’t just an event — it was a celebration of neighborly connection, gratitude for ﬁrst responders, and the collective strength of a community determined to make a difference. All of which could not have been possible without the support of BlueStar Resort & Golf and Associa Property Management.

Plans for next year are already underway, with hopes of building on this year’s achievements and making it an even greater celebration. As Bob puts it, “This is just the beginning. We’ve shown what’s possible, and I can’t wait to see where we go from here.” n

BY TRILOGY® AT THE POLO CLUB MEMBER SUSAN ASHER

“Aloha,” the students said as they entered my eighth grade classroom at Konawaena Intermediate School. I was impressed at the politeness of the students as they entered one by one. This is going to be a great experience, I thought to myself as the students entered. Moving from Montana, I started in this position in Kealakekua, Hawaii a few weeks after school began in 1992. Most of the students were smaller in stature for eighth graders until this one very nice and polite young man walked in. He was taller than most and had the beginning of what looked like a mustache, but more like a fuzzy upper lip. Wow, I thought. This boy is mature for his age. His name was Reese Murakami.

I was part of a team of eighth grade teachers who collaborated to create consistent learning opportunities through integrated lessons, tying relevance to student learning. It was in my first collaboration meeting with five other teachers that I learned this young man was bright, as his mother was a teacher, and his father was an administrator. I do remember this young man was always eager to jump into these integrated lessons and as a social studies teacher, I worked closely with my colleague next door to my classroom. He was a dynamic English teacher who also worked closely in extra-curricular activities with our students. Mr. O’Malley and I created several hands-on, participatory units including a Native American unit where students built a particular tribe’s shelter, and an interactive Civil War unit that included a battle where students used sand and flour “bullets” that they made themselves. Reese, while a very good student, was also a little Kolohe (mischievous) when an opportunity presented itself. Reese enjoyed (too much) making the flour and sand “bullets” and had to be re-directed by Mr. O’Malley. “But I like making things,” was Reese’s response. Little did I know then how true that statement was going to be later in his life.

A year later, Konawaena Intermediate became Konawaena Middle School where I also taught his sister Katherine, and a few years later, Reese’s father was one of my principals. I was asked to teach high school enrichment U.S. History during summer school at Konawaena High School and was fortunate to also teach Reese one summer during his high school years. I loved the Murakami family! In 1998, I left Hawaii and returned to Montana to teach at Bozeman High School and to be with my family again.

In 2022, I had the opportunity to buy a second home in Trilogy® at The Polo Club in Indio, California. After making the purchase and before moving into the home, I looked at The Polo Club’s website to peruse all the amenities and staff. I saw that the Clubhouse restaurant, June Hill’s Table, had an Executive Chef by the name of Reese Murakami. No way, I thought, could there be two people named Reese Murakami. I Immediately felt I needed to check this chef out, and so after our ﬁrst day of unloading our belongings in the 109-degree heat, my husband and I went over to June Hill’s Table to grab something to eat and drink only to ﬁnd out that at that time, the restaurant closed at 3:00pm on Sundays. It was 3:15pm, so I asked the hostess the name of their Executive Chef. She replied, “Chef Reese.” I told her that I would like to speak with him, so she went into the kitchen and then came back. Two sous chefs came out and looked at me and then went back into the kitchen. Eventually Chef Reese came out and asked if he could help me, but he had a smile on his face as if he vaguely recognized me. I said, “I don’t know… who am I?” This response prompted a bigger smile on Reese’s face. My husband tried to help him out by hinting, Hawaii and middle school. To this, Reese responded, “Miss Wilcox?” (This was my name at the time I taught in Hawaii). We had a great time reminiscing and catching up. As I left that day, Reese said, “See you soon, Auntie.” That left a smile on my face for a long time. I had told my husband before we entered the restaurant, that if he was my former student, and if he responded well, he could call me Auntie, which was a sign of respect that Hawaiian students use for their female elders/teachers after they graduate.

Since that initial meeting at June Hill’s Table in June of 2022, I’ve had the wonderful opportunity to interact with Reese on several occasions, and moreover, speak with several Members at The Polo Club who greatly respect this young man and rave about the quality of food at June Hill’s Table. Little did I know that over 30 years ago, Reeses’ skill and “fun” at making Civil War “bullets” would lead to him being an outstanding and creative executive chef. And what are the odds of reacquainting with a former student from Hawaii? How fulﬁlling it has been for me to see ﬁrst-hand, the success of a former student from over 30 years ago. n

“See you soon, Auntie.”

celebrating love

BY BEN KEILHOLTZ WITH THE SEVEN SUMMITS LODGE TEAM

A LEGACY OF PRIDE AT SEVEN SUMMITS

In 2021, amid the challenges of the pandemic, Trilogy® at Tehaleh® Lifestyle Manager Paula Roe was struggling for ways to bring the community together in the context of the considerable restrictions in place in the Paciﬁc Northwest. There were certainly activities that could continue – pickleball, community walks, hikes in the nearby mountains, and more – but what she felt was really needed was something to unite the membership in a way that was more than just superﬁcial. She envisioned Seven Summits Lodge as a bellwether for hope and acceptance for both Tehaleh and the greater Bonney Lake community.

Inspired by the joy and inclusivity of a same-sex wedding she'd attended – and encouraged by several Members who agreed that a

celebratory occasion was in order – Paula envisioned creating Seven Summits Lodge's ﬁrst-ever Pride event.

Times have changed considerably, and folks are much more openminded than they may have been in the past, but Paula still chose to be judicious and ensure that her idea would be supported by the community The responses to her proposal were overwhelmingly positive, and with that encouragement, work immediately got underway.

In the inaugural 2021 version of the event, Paula and the team organized a Pride Car Hop, a heartwarming celebration that brought together more than 75 Members (despite a record-breaking 107 degree heatwave and Covid-19 restrictions). The foundation was in place, and the tradition had begun.

In 2022, Paula, now Lifestyle Director, elevated the celebration to a backyard fashion show, complete with food, drinks from a local LGBTQIA+ brewery, and a runway show by the Seven Summits team. The event also included a donation drive to support local LGBTQIA+ youth.

By 2023, Paula’s role had grown to Club Manager, and the baton was passed to the newer members of the team. A beat was not missed in continuing the legacy that Paula had begun. New iterations included Pride Karaoke, a memorable – for lots of reasons – game that encouraged Members to sing their hearts out. Paula herself joined in the fun, and, importantly, the tradition of the donation drive continued as well.

For 2024, it was a Pride Dance Party, which, as you might imagine, was a resounding success. With each year, the participation from the community grows. The Dance Party went off as advertised, with Members dancing the night away, enjoying local treats, and soaking in a festive atmosphere. As a new twist, a Winemaking with Pride event featuring RAM Cellars, a winery committed to LGBTQIA+ causes, was held.

When asked to reﬂect on what has become of what she began, Paula was contemplative. "As I look inward at the lessons I’ve learned from this event, of course I am proud of the inclusive nature of our community. We try to foster a sense of kindness and empathy, and

pride events are one way of expressing those qualities with a group that has not always been treated with appropriate respect. But the lesson I take away is more universal than simply being accepting of the LGBTQIA+ community; it’s about being accepting of all others.

When our communities come together, it is an incredibly special feeling. The world can be harsh and often we can become callous towards others for reasons that are, in the grand scheme of things, not worth our angst. But when we put that aside – like this ﬁ rst event seemed to have inspired the community to do – we showcase what makes our Trilogy communities so special." n

About Paula

— Paula Roe has been a member of the BlueStar Resort & Golf team since 2019. She and her husband Dan have a young son Danny Jr., and when they have the opportunity, they enjoy exploring all the natural beauty of the Paciﬁc Northwest.

MRS. O’S COOKING

CLASSES: COOKING UP GOOD FOOD & CASH FOR CHARITIES!

BY RYAN NOLL WITH TRILOGY® AT LAKE FREDERICK MEMBER CHRIS OXFORD

It should come as no surprise that many Members at Trilogy® communities throughout the country pack a ton of talent in the kitchen, outside on the grill, or even in the culinary world’s most recent obsession — the air fryer. And for Members of Trilogy® at Lake Frederick, the word is out on some of the most delectable treats made by fellow Member Chris Oxford.

Just how good are they? Well, we have one of her favorite recipes right here for you to try. But before you head to the kitchen, take a moment and get to know one of top dessert aﬁcionados of Trilogy.

Ryan Noll: We heard you teach a cooking class. How did that get started?

Chris Oxford: I guess you could say it goes back to my degree in Home Economics. I got married shortly after graduating, and because my husband was in the Navy, I couldn’t find a home economics-related job where he was stationed...until microwave ovens came along. I used to demonstrate how to use them in stores, and when we moved to Leesburg, Virginia, I continued doing that. Then, I volunteered with the local Extension Service and gave microwave cooking classes for them at the annual Family Fair. That led to a stint writing a cooking column for the local newspaper.

I went back to school to get certified to teach, planning to teach English or Social Studies as I had somehow accumulated enough credits for minors in those subjects. When I graduated, there were few jobs in those subjects, but I lucked into a part-time job teaching FACS (Family and Consumer Sciences) to eighth graders. That turned into a full-time job, and I taught middle and high school students for many years.

My favorite classes were the food classes where I demonstrated a recipe and the kids then made it. I loved seeing their sense of accomplishment when they ate what they had made and their pride when they shared their dishes with friends and the staff. At one school we baked pumpkin pies at Thanksgiving. Each group made two, one for them, and one to share with the faculty and staff. The kids just beamed when the adults praised them, and it was great publicity for our department.

RN: Now you teach classes in a community that raise money for local charities. How does that work?

CO: The class fee is a donation to a charity of the month. Participants are welcome to pay more, and many do. Since the check is made out to the charity, it is a tax deduction for the donor. Many people choose to give more, and the charities are grateful!

I keep a box on my front porch that I check often during the day where people can drop their checks. When we raised money to pay off the lunch debt for our local elementary school, people who didn’t plan on coming to the class dropped off checks too. I came home one day to a check for $250. The next day there was a check for $300, then another. I was in tears! The lunch debt is accrued mostly by kids from families that make too much money to qualify for free and reduced breakfasts and lunches, families that are living on the edge. We raised $2,250 which wiped out the debt! The school’s financial secretary told me that the families were beyond grateful.

I’m proud to say that we’ve raised $3,885 this year for a variety of charities: CCAP (assists the underserved community with basic needs), Winchester Area SPCA “Raise the Woof” fund, The IIIB’s Foundation (breast cancer), and Boulder Crest Foundation (provides services to military, veterans, and first responders suffering from PTSD and their families), and our local elementary school.

RN: What have been some of your favorite moments while teaching?

CO: I loved seeing the looks on the kids’ faces when they were successful in the kitchen. Many proudly took some of their food home to share with their families.

One of my all-time favorite memories is a presentation one of my students did in an International Foods class. The assignment was to pick a country and report on its foods, customs, etc. The young lady from a family that came here from Vietnam talked about how they had ﬂed at the last minute and showed a ﬁlm of the last days of Saigon/Ho Chi Minh City. She also talked about the fashion industry in Vietnam and then served a typical Vietnamese dish. The same young lady took several of my classes, despite being an all-A academic student who excelled in everything. Too many college-bound kids are discouraged from taking CTE (Career and Technical Education) courses because they were told they won’t look good on their transcripts. I've learned through talking to college representatives that this isn't true, yet the rumor persists, and many kids miss the opportunity to learn the many life skills offered in FACS classes.

Another favorite memory is of an eighth grade girl with special needs who chose to do the complete “prepare a meal at home” project despite being offered a modified one. Of course, she had help from her parents, but she did most of the planning, shopping, preparation, and cleaning up on her own. Her write-up was spectacular with pictures of her doing every step, all with a broad smile on her face. She was SO proud of herself! Her parents and I were also.

And then there are the memorable low moments, one of which was a student doing the same eighth grade project and telling me he bought ground beef for $0.08 a pound. He stuck to that story until I pulled up a store ad that showed the true cost. I got a good laugh out of that one!

RN: Who are some of your favorite chefs/food personalities?

CO: Good question! I don’t really follow any chefs or cooks, although I do collect cookbooks. Right now I’m reading Stephen and Evie Colbert’s “Does This Taste Funny?: Recipes Our Family Loves.” In addition to some great commentary, there are loads of great recipes that I want to try. I’m not one to watch cooking shows.

We had a wonderful neighbor in Virginia Beach 50 years ago, Carol Fernheimer, who was a wonderful cook. She was probably my main influence. She trained her three sons to ask for the recipe whenever they ate something they enjoyed. Carol generously shared recipes and I still use many of them today including her killer strawberry pie.

RN: What would you recommend to someone who’s new to cooking but wants to give one of your classes or demonstrations a try?

CO: Everyone is welcome, no matter their skill level. I’m willing to bet that every person who comes to one of my classes is an expert at something that I’m afraid to tackle. We share and share alike.

I come from a background of teaching kids to do basic cooking and carry that over into my classes today. While recognizing that all my class participants have been cooking for years and probably have a good working knowledge of basic cooking, I try to expose them to new ideas and push them outside their comfort zone. Like working with phyllo dough to make baklava, making peanut brittle and caramels in the microwave (rather than standing over a stove waiting (im)patiently for the thermometer to rise to the right temperature), making a pumpkin roll or Bûche de Noël, and learning to make a rolled cake.

Be a little adventurous and don’t be afraid of failure. My first year teaching I demonstrated a Bûche de Noël to my eighth grade class that was a total failure. The cake was too thick to roll and crumbled out of the pan. So, we punted. Instead of rolling the cake we divided it onto plates, put some of the frosting on top of the cake crumbs, put a dollop of whipped cream on top, and laughed about it! A deconstructed Bûche de Noël — it was still delicious! n

Chocolate Silk Pie

A HEAVENLY, DECADENT CHOCOLATE DESSERT!

GET THIS:

1/2 pound unsalted butter (2 sticks)

1 1/2 cups granulated sugar

4 squares unsweetened chocolate, melted

4 eggs (see notes)

Graham cracker or chocolate cookie crumb crust

Chocolate shavings to go on top

DO THIS:

This recipe works best with a stand mixer.

Start by mixing the butter with the sugar, then add the melted chocolate. Beat thoroughly until the mixture is smooth and creamy, similar to the consistency of chocolate mousse.

Add the eggs, one at a time, beating for five minutes after each egg. The mixture will be rich and velvety.

Pour the filling into the crust and refrigerate it for several hours before serving. It’s best served in small pieces because it’s incredibly rich. Top it with real whipped cream, not the canned stuff or, heaven forbid, Cool Whip.

Sprinkle chocolate shavings on top and enjoy!

WARNING: This pie is packed with calories, but it’s worth every single one!

NOTES: Due to the risk of salmonella from eating raw eggs, I recommend using Eggbeaters to make this recipe. Use 1/4 cup of Eggbeaters for each egg. The filling will be a bit softer, but the taste will be the same. If you can find them, pasteurized eggs in the shell can also be used.

A WRITER’S WORKSHOP

a Golf Memoir and the Journey to Publication

BY ELLA BELNAP WITH TRILOGY® LAKE NORMAN MEMBER GAINES BEARD

Expressing ourselves through writing is a powerful tool for reﬂection, creativity, and communication. It allows us to explore our thoughts and emotions, often revealing insights we might not otherwise uncover. Whether it’s journaling for personal clarity, crafting ﬁction to spark imagination, or writing to evoke emotion, the act of putting words on paper can be deeply therapeutic and empowering, fostering both personal growth, and a sense of connection with the world around us.

Some of our Trilogy® Members have taken their passion for writing to the next level by starting workshops and Member-led Clubs within their communities. These groups provide a supportive space for like-minded individuals to explore and expand their creative expression through writing. For Trilogy® Lake Norman Member, Gaines Beard, a writer’s workshop in his community was just the spark he needed to write and publish his book, “Chasing A Dream: Memoirs of a Golf Professional.”

In the summer of 2022, Gaines and his wife, Nancy, moved to Trilogy Lake Norman, downsizing from a lakeside home to a vibrant and welcoming community ﬁlled with people from all walks of life. That fall, Gaines joined a newly formed writer’s workshop with the goal of writing stories about his life to pass down to his grandchildren.

In the beginning, the workshop consisted of 10 Members, including three accomplished authors who helped spearhead the ﬂedgling

group. The workshop’s objective was to write pieces to present to the group for critique, focusing on developing writing skills. There were no restrictions on what could be written — ﬁction, non-ﬁction, poetry, memoirs, etc.— with the only guideline being that submissions should not exceed 10 pages. Each week, two or three volunteers submitted their work via email for group review, so Gaines volunteered to share a short story about his childhood.

The critique process was not focused on grammar or punctuation but rather on writing techniques, form, and content. His story was well-received, with the group offering suggestions for adding more detail, emotion, and dialogue. Inspired by their feedback, Gaines volunteered to submit another story at the next meeting.

What began as one chapter for critique soon evolved into a desire to document his golf experiences into memoirs. While his story was unique to his life, it echoed the journey of countless others who have pursued their passions. A year later, Gaines published his book, “Chasing A Dream: Memoirs of a Golf Professional.” He credits his writer’s workshop — Ellen Salkeld, Tom Spirito, Jane Rankin, Thomas Williams, Mark Supple, Vickie Larkin, John Stickney, Richard Verdier, and especially Dr. John Walker and Sandre Warren — for their guidance, without which the book would not have been written.

BIO:

Gaines Beard is an eighth generation North Carolinian and resides with his wife, Nancy, at Trilogy Lake Norman, near Charlotte. As a self-described Air Force brat, he lived throughout the United States attending 13 different schools by the time he graduated from high school. He was a golf professional as well as a professional golfer. With a degree in mechanical engineering from Wingate University, he has worked in the material handling industry for the past 45 years supplying conveying solutions to the food, beverage, pharmaceutical, and consumer products industries. Gaines is also the author of a children's book titled, "The Adventures of Captain Snappy and Little Buddy."

Ella Belnap: What prompted you to start writing about your life?

Gaines Beard: Every one of us has a treasure trove of stories inside that are worthy of sharing with others. We each have traveled our own separate road and experiences.

I never saw myself as a writer; however, I have written a couple of short, funny stories to remember experiences I wanted to share in correspondence with a friend or family member. I also wrote a short children’s book years before, but never found an illustrator.

Joining the writer’s workshop at Trilogy Lake Norman gave me the challenge of writing more stories about my experiences and sharing them openly with other Members for their entertainment, review, and critique. Before I realized it, I had the beginnings of a memoir.

EB: In what ways did the writer’s workshop at Lake Norman shape your writing?

GB: The group was very supportive and without their critique and tutelage my stories would have very little “ﬂavor.” They showed me places where more dialog was needed, as well as areas that begged for more emotion and feelings. They would ask questions such as, “What were you feeling at the time? How did it smell? How did it taste?” In general, they taught me how to tell a story rather than just write a story.

EB: How long did it take you to write your book of memoirs?

GB: It took less than nine months to write my memoirs. It is not a long book as it only tells of my golﬁng exploits as a professional and not a memoir of my entire life. I learned that if I set aside an hour or so a day to write, it was easy to write a chapter every week or so without much trouble.

EB: What advice would you offer to fellow Trilogy Members who are considering writing a book of their own?

GB: By all means, join a writer’s workshop if one is available. The shared experiences of others can prove invaluable. After one Member suggested I post a search on the MTL National Bulletins page for a children’s book illustrator, one day later I was contacted by Ms. Liz Mag of Trilogy® at Vistancia® in Arizona, who illustrated my book, “The Adventures of Captain Snappy and Little Buddy.”

Write about what you love and know. In my opinion, a memoir is the easiest form of writing because you lived and witnessed the events.

Seek out published authors for recommendations and help on getting your work published. n

CHECK OUT THESE

Marv Taking Charge: A Story of Bold Love and Courage

BY LOIS ROELOFS AND CHICAGO WRITERS ASSOCIATION | TRILOGY® AT VISTANCIA®

Lois Roelofs always knew that Marv, her husband of 55 years, had strong convictions. So, when he was diagnosed with “very aggressive” small cell lung cancer, with a few weeks to a few months to live, she accepted that he wanted to die on his own terms — refuse chemo, choose quality of life over quantity, and die at home. She tells their story in a mix of personal notes, family and friend emails, and public blog posts written during Marv's illness and her ﬁrst months as a widow. At the time, she could ﬁnd no personal accounts of refusing treatment and living with the resulting uncertainty.

Lois wrote this book to honor Marv's request to tell the story of their experience when he chose to refuse treatment for a diagnosis of small cell lung cancer. Family, friends, and readers of Lois's blog in real time conﬁrmed interest in the topic of refusing treatment. She wanted to show her readers that achieving patient autonomy, doing what's right for them, is possible and, implicitly, to caution readers never to blindly follow medical advice

Losing Marmee: A Mother, a Daughter, and Six Years in Assisted Living

BY MARTHA POWERS | TRILOGY® AT LAKE FREDERICK

When Betsy's folks moved into a lovely retirement community, everyone expected that their needs would be well managed for the rest of their lives. That was before the car accident.

Suddenly Betsy was "the responsible one," the child who gets the dreaded early morning phone calls when something has gone wrong. As her mother Marmee bravely battled arthritis, Parkinson's disease, and dementia, Betsy diligently drove her to medical appointments, delivered favorite snacks, and ultimately managed her ﬁnances. But no matter how many "aging parents" books Betsy read, she was often blindsided by eldercare issues no one had warned her about.

"Losing Marmee" is a memoir with a purpose: to give you a sneak preview of what can happen to your aging parents – and to you and your life – under even the best of circumstances.

Humble Yet Fierce: My Life Behind the Curtain of the CIA

BY KATY MCQUAID | TRILOGY® AT LAKE FREDERICK

Often, we want to speak up, but we don’t, gripped by fear and the need to get along. The reality is, it’s hard to ﬁnd our voice; and then one day we do.

Katy McQuaid, former deputy director of logistics in the CIA, brings her true-life stories of courage, faith, and adventure related to that journey. From the life-changing events in her ﬁrst year of college to her remarkable career in the CIA, McQuaid shares that you don’t have to be loud to be strong. She shares her challenges as a woman working in a male-dominated industry. She was inspired by good leaders who helped her succeed and go further than she thought possible.

Leverage your Time: Balance Your Life – A Guide to Living Abundantly

BY JOHN INGRAM WALKER | TRILOGY® LAKE NORMAN

“Leverage Your Time: Balance Your Life” is a personal development book inspired by the podcast. Dr. Walker and his daughter Wende co-wrote this self-help guide to an abundant life to help you make the most of your time and ﬁnd work-life balance. Each of the 12 chapters include practical questions to help you apply your learning.

GIFTS TO GIVE

Let’s talk gifts! Whether it’s a holiday, birthday, anniversary, or just-because, there are plenty of occasions that call for a gift. Finding the perfect gift can be overwhelming, but we’re making it easy on you with this carefully curated group of recommended items! These are for the athletes, homebodies, hosts, Trilogy® — lovers, travelers, beer-drinkers, and anyone in-between.

For the Trilogy®-Lover

COTTON BLEND CREWNECK

Show love for your Trilogy community with a customizable crewneck! The classic, cozy ﬁt makes it perfect for both men and women to sport during cooler months. And, lucky for you, this style comes in three neutral, easy-to-wear colors: beige, navy blue, and forest green. Add a personalized touch by choosing your Club or the universal Trilogy logo!

For the Beer-Drinker

BEER COOLING CUP

As one of our top sellers, this chilled, frosty glass is a must-have for keeping your brews cold. Simply place the cup in the freezer for a couple of hours, and the insulated band and cooling gel will freeze, keeping your beverage of choice cold for hours. The band also enhances comfort while holding and features the classic Trilogy logo. We especially love this cup for outdoor gatherings thanks to its durable plastic construction.

P.S. If you're sipping craft IPAs or sours, try placing your cup in the fridge instead for the perfect beverage temperature!

For the Homebody

DREAMY LUXE BLANKET

It doesn't get more luxurious or cozy than this dreamy luxe blanket. One of our favorite essentials for staying warm and comfortable year-round, this crowd favorite now comes in new styles to complement your home perfectly. Choose from chevron prints, cheetah prints, and cable-knit fabrics, all with matching pillowcases! We guarantee you'll fall in love with this fabric once you feel it.

For the Host

REAL HOUSEWIVES AND HOUSEHUSBANDS OF TRILOGY FLOUR SACK TOWEL

There’s no easier way to welcome a new neighbor into the community than with a personal and thoughtful gift. We recommend bringing them into the Trilogy family with this fun, vintage-style Trilogy kitchen towel. With a high thread count, these towels are incredibly soft and absorbent, and the durable dyed design ensures it never peels or cracks.

For the Athlete

PICKLEBALL BASEBALL HAT

Score style points with one of our sporty embroidered baseball hats. Featuring rustic brass detailing, these hats are easily adjustable for a comfortable ﬁt. Not only can you hit the pickleball courts in one of these caps, but you can also accessorize any casual outﬁt to show off your love for the game. For the ladies, we suggest pairing it with either the Knit Pickleball Sweater or the Quarter Button Hoodie. For the guys, we recommend the Trilogy Tee or the Trilogy Color Block Quarter Zip. All are available on the #MTL Shop!

For the Traveler

ROLLING TOTE

Take a stylish yet practical approach to traveling with our Silver Rolling Tote! Its foldable design, rolling wheels, strong handles, and durable material make it perfect for life on the go. Plus, keep your essentials close at hand with the convenient side pocket. This tote isn’t just for traveling — it’s perfect for a grocery run, carrying supplies to craft night, or a pool day. We could go on, but you might as well try it out for yourself! n

SCAN THE QR CODE TO BROWSE THESE FEATURED PRODUCTS, ALONG WITH OUR EVER-CHANGING SELECTION OF IN-HOUSE CURATED ITEMS ON THE #MTL SHOP.

from strangers to friends

The Inspiring Journey of the Twin Mills Travel Club

JACKIE HOBSON HESS WITH TRILOGY® LAKE NORMAN MEMBERS ALAN AND ELAINE MORGENSTERN

Traveling can transform strangers into lifelong friends, especially when those shared experiences are curated by travel experts Alan and Elaine Morgenstern, the founders of the Travel Club at Trilogy® Lake Norman. Alan and Elaine, who have spent over 50 years managing a consulting business, are no strangers to exploration. They've traveled to over 115 countries, savoring the joys, thrills, and unforgettable moments the world has to offer. And they have the stories to prove it. Their adventures span across all seven continents, from dining at the Blue Hall of the City Hall in Stockholm (the venue for the Nobel Prize banquet), tasting what Elaine calls the world’s best cookie in Amsterdam (a favorite of hers from her pastry chef days), and enjoying a private cocktail reception (complete with glacier ice) hosted by a cruise captain in Antarctica to mark their visit to their seventh continent. They've even ﬂown on a helicopter to the top of Mount Everest.

But it was during a trip to Africa that the idea for the Twin Mills Travel Club was born. Alan had just climbed Mount Kilimanjaro, only to catch Covid-19, which changed their travel plans. Instead of continuing on to Kenya, they were sent back to Arusha, where they were treated like royalty for eight days as Alan recovered. It was there, during this unexpected time of rest, that Elaine turned to Alan and said, “Let’s start a travel club!”

The idea was simple but powerful: Elaine envisioned a space where Trilogy® community Members could come together, share their travel stories, and inspire one another to explore the world. Adding to the charm, Elaine would bake her special cookies to welcome new friends. When their first Travel Club meeting came, Alan and Elaine were nervous. Just 15 minutes before the scheduled start, the room was empty. But once the clock ticked past the start time, the room quickly filled with 52 of their eager neighbors, and the Travel Club was officially off and running.

What began as a casual way to connect with their community has grown into a thriving network of 400 members, all eagerly anticipating the next adventure. Alan and Elaine’s dedication to providing memorable experiences has made the club the talk of the Lake Norman community. For example, one couple, who had just moved in, called Alan to say, “We heard about your club. Can we join your next trip?” The couple is now set to travel to Peru with Alan and Elaine, to visit the wonders of Machu Picchu and the Peruvian Amazon.

Since its inception, the Twin Mills Travel Club has grown into a series of carefully curated trips. While Alan takes the lead in planning the itineraries, Elaine ensures that the experiences are meaningful for everyone. The trips are always planned with an eye for inclusivity, ensuring that there are options for solo travelers as well as those traveling with a partner. The trips also cater to various budgets, providing both luxurious and more affordable options without sacriﬁcing the quality or integrity of the experience. As Elaine jokes, “Nobody says ‘no’ to Alan,” and his ability to negotiate great pricing for the group has been a key factor in the club’s success.

Alan’s knack for trip planning has helped the club grow. To date, he has organized 12 international trips, all of which have been to places the couple has personally visited, ensuring that Members feel safe and well-informed. Alan has also used social media to connect with potential sponsors, helping to offset trip costs. This culminated in the ﬁrst Travel Expo for Trilogy Lake Norman Members, which attracted 350 attendees.

The couple's travel experiences have opened doors for them as well. Their highly regarded Travel Club has earned them special opportunities, like an exclusive invite to sail on Oceania Cruises’ newest ship with long-time TV personality Samantha Brown in August 2025.

Looking ahead, Alan and Elaine have a full travel schedule. In 2025, they will take 30 people to Peru, another 30-40 on a Rocky Mountaineer adventure, and 16 to Morocco. These upcoming trips will continue to offer Trilogy Members the chance to explore new destinations and create lasting friendships.

For Alan and Elaine, the Travel Club is more than just about seeing the world; it’s about bringing people together. As their travels continue, they cherish the relationships they’ve formed and the opportunity to share their passion for travel with others. Their adventures, both near and far, have created a legacy that will inspire Trilogy Members for years to come. n

ENCANTERRA® EXPOSES A COUPLE TO EUROPE

WITH ENCANTERRA®, A TRILOGY® RESORT COMMUNITY MEMBER LONNY LEMON

Lonny and Karen Lemon’s story is testament to the unexpected joys of retirement and the value of exploration. After Lonny’s career as an Illinois school superintendent and Karen’s work as a teacher, they decided to leave the cold winters behind.

Without a solid retirement plan, the couple made a scouting trip to Scottsdale and met Lonny’s former colleague who was a new Encanterra® resident.

“As soon as we drove through the gates, we were sold,” Lonny remembered. The next day, Karen returned to Illinois, but ﬁrst she told Lonny, “Don’t come home without a house.”

Three days later, they had their new home and quickly immersed themselves into the community’s amenities and activities.

Lonny and Karen’s social life ﬂourished as they made new friends, many of which are former Illinois residents. Lonny even helped some of them purchase their homes: sight-unseen.

The couple’s love for adventure ignited when a group of Encanterra Members went on an 11-day Mediterranean cruise. Lonny and Karen, who had never been to Europe, were ﬁrst in line.

The Lifestyle team expertly managed the trip for nearly 300 Trilogy® Members, from booking the cruise to coordinating exciting excursions in Italy, Greece, and Turkey. Lonny and Karen extended their vacation by 77 more days, traveling through Spain, Portugal, and Scandinavia, bringing family along for parts of the 92-day journey.

“We were hooked,” Lonny described the extended trip. “We went to Europe again this summer for 15 days, and it was all because of this trip which started with Encanterra.”

Although their travels likely won’t end soon, until the next, they will enjoy the Encanterra home base with friends from Illinois, friends they’ve met along the way, and friends from their cruise.

“Our best friends are here,” explained Lonny. “We have a big social group, and we feel safe.” n

LOOKING TO PLAN YOUR NEXT ADVENTURE?

Keep an eye on the Explore 360 section of MTL for upcoming Trilogy® trips.

Go take a HIKE!

BY TODD DAIL

Hey Trilogy®! Todd Dail here, Lifestyle Director at Verterra® – a Trilogy® Boutique Community® in Bonney Lake, Washington. I’m passionate about hiking and want to share my love for the outdoors with you all!

At Verterra, and also when I was Fitness Director in Trilogy® at Tehaleh® for seven years prior, I have organized several hikes with local Members, ranging from leisurely strolls through the trees to more challenging hikes, like the one to Mount Rainier’s basecamp, also known as Camp Muir. This epic five-mile hike involves 4,700 feet of elevation gain and over two miles of hiking on snow and ice!

But let’s be realistic, not every hike needs to be as extreme as Camp Muir. Sometimes, a short hike of less than an hour can rejuvenate your senses, improve your well-being, and even contribute to your longevity. Verterra is blessed with stunning views of Mount Rainier and numerous walking and hiking trails, making hiking a fun, easy, and convenient way to stay fit. Whether you’re an experienced hiker or just getting started, the benefits of hiking are immense, from better cardiovascular health to reduced stress levels. Who wouldn’t feel better after a beautiful hike?

Now, let’s explore some reasons why hiking at your Club could be a great addition to your wellness routine and provide some tips to help you get started.

Hiking is beneficial for your heart.

Hiking, a low-impact aerobic exercise, gets your heart rate up without straining your joints. It’s especially beneficial for seniors, as it aids in maintaining and improving cardiovascular health. The rhythmic movement of walking, coupled with the varied terrain of hiking trails, enhances heart function, improves circulation, and reduces the risk of heart disease. Research shows that regular moderate aerobic exercise, like hiking, lowers blood pressure, regulates cholesterol levels, and decreases the risk of stroke.

Hiking also builds strength.

Unlike walking on flat surfaces, hiking on uneven paths or uphill trails engages different muscle groups, particularly the lower body, including the legs and hips. It improves balance and increases joint mobility and flexibility, which is crucial for preserving independence and reducing stiffness in the joints, a natural consequence of aging.

Hiking has a profound impact on mental well-being.

Spending time outdoors can reduce stress and anxiety levels in seniors. The natural environment exerts a calming effect, alleviating mental fatigue and promoting relaxation. Studies indicate that exposure to nature lowers cortisol levels, the stress hormone, while physical activity triggers the release of endorphins, the body’s natural mood lifters. Hiking also provides an opportunity for mindfulness, allowing individuals to focus on the present moment, and appreciate the beauty of their surroundings.

Hiking can be good for you, whether you lose weight or not.

Hiking can be a great way to stay active and healthy, and if done regularly, could very well help you shed some pounds. But it’s important to remember that hiking isn’t just for weight loss — it’s a great activity for a healthier lifestyle and overall well-being. As we age, maintaining a healthy weight becomes increasingly challenging, but hiking is as an effective solution to combat this issue. Engaging in hiking activities burns calories and promotes fat loss and muscle building. Moreover, it plays a crucial role in regulating metabolism, which tends to slow down with age.

Hiking is a social endeavor.

Beyond its physical benefits, hiking also fosters social connections which ties directly into one of the Trilogy Wellness Pillars, Emotional Confidence.

Joining hiking groups or spending time with friends on the trail provides an opportunity for meaningful interactions and the formation of friendships that combat loneliness and isolation. Several Trilogy communities already have hiking and/or walking clubs, and if your community doesn’t, consider starting one!

Hiking might help you sleep better.

Bet you didn’t realize this one, but hiking can also improve your sleep patterns. Regular exercise, including hiking, regulates the body’s internal clock and reduces symptoms of insomnia. Spending time outdoors helps regulate the body’s circadian rhythm, ensuring that seniors experience deeper and more restful sleep. A good night’s sleep is essential for overall health, energy levels, and mood.

Now let’s get started!

Ready to try hiking yourself? The good thing about hiking is the barrier to entry is easy. You need two things — a good pair of hiking shoes and a water bottle. The rest you probably have, which includes outdoor and fitness apparel. Be sure to always bring your phone, and as I’ve already mentioned, find a walking or hiking group to avoid going on trails alone. It’s likely that your local Lifestyle team can point you in the right direction (literally!) and get you started on some easy paths first, working your way up to more challenging hikes as you see fit. n

About Todd

In addition to Todd's unofficial role as BlueStar's Hiking-Guide-in-Chief, he is also an important part of the rollout of the new My Wellness Journey experience across Trilogy. Todd's background and passion serves our Members well as we introduce a suite of new options including state-of-the-art benchmarking and recovery tools.

DRIVING

GOOD

BY JACKIE HOBSON HESS WITH ENCANTERRA®

MEMBER KEVIN ROONEY

Nestled amidst the breathtaking views of the Superstition and San Tan Mountains at Encanterra® Country Club , there’s a golf tournament unlike any other. This isn’t your typical competition where the goal is to turn in the lowest scorecard; it’s an event dedicated to honoring the veterans who have served this country and given us the freedom to enjoy those simple pleasures – a round of golf, a game of pickleball, or even a glass of wine with your Trilogy® neighbor.

The Driving 4 Veterans Tournament, held annually at Encanterra by the Encanterra Veterans Club, is a powerful tribute to those who have sacriﬁced for our nation. Since its inception in 2018, the event has raised over $430,000, with more than $100,000 raised during the 2024 tournament alone. What started as a modest event has grown exponentially, thanks in large part to the tireless efforts of Kevin Rooney, a resident of Encanterra and a board member of the Encanterra Veterans Club.

Kevin, a former Army captain who served in military intelligence during the Vietnam War, dedicates eight months each year to make the tournament a success. He humbly reﬂected on its growth: “I think it has just evolved, and we made the decision that we want to give back to veterans who are in need,” Kevin said. “We have seen that we have made a difference, and Encanterra has been super supportive.”

The tournament attracts 144 golfers each year, who enjoy a day full of golf, delicious meals, exciting competitions, and an array of prizes. The event is a true spectacle, featuring pageantry such as a ﬂyover of World War II planes and a community-wide effort from Encanterra Members. Volunteers are everywhere, from parking cars to manning golf carts, to assisting with ball launchers, and drone golf ball drops. As Kevin notes, “People are knocking down the door to volunteer.”

The funds raised through the event have made a lasting impact on veterans' lives, supporting organizations such as Honoring, Hiring, Helping (HOHP), which offers transitional homes for veterans; Veterans First, providing services to veterans in need; and one of Kevin’s personal favorites, Honor Flight.

“We have sponsored 17 veterans to ﬂy back to Washington, D.C. to see their war monuments,” Kevin shares, his voice ﬁlled with emotion.

“When we saw the veterans arrive, the airport announced their arrival, and there was a band playing the Armed Forces Medley to welcome them. It was incredible.”

As the tournament grows, so does the club’s vision. In 2024, the Encanterra Veterans Club not only sponsored veterans for Honor Flight, HOHP, and Veterans First, but also provided four scholarships for spouses of veterans to attend Central Arizona College.

Looking ahead to the 2025 tournament, Kevin plans to support additional organizations such as Soldier’s Best Friend, which provides service dogs to veterans suffering from PTSD and traumatic brain injuries, and Wheels for Warriors, which offers free auto maintenance for veterans in need.

The event is a true labor of love, driven by passion, and supported by a community that understands the deep meaning behind it.

“These are the people who answered the call,” Kevin explains. “When the country needed them, they were there to provide the support and do whatever was asked by their military leaders to preserve freedom, and freedom isn’t free.”

Kevin knows the cost of freedom all too well. After losing his brother, who was medically retired from the military at the age of 29, Kevin spent his post-service years as a history teacher, sharing the values of duty, honor, and service with younger generations. Now retired, his work continues, and the Veterans Club at Encanterra remains dedicated to supporting veterans year-round.

The club hosts additional events throughout the year, such as Red Shirt Fridays, in which Members wear red to honor those deployed, and a Veterans Day brunch that raises further funds. In December, the Encanterra community puts up a Christmas tree at the Club, with the names of veterans from the Arizona Veterans Home listed for those who wish to donate gifts. For any event, we’ll hold back a certain amount of money raised because you never know what may come up throughout the year that we can help with,” Kevin explains.

For Kevin, the work is never done. With the support of the entire Encanterra community, the Veterans Club continues its mission to honor those who have served. Every year, Driving 4 Veterans grows, impacting more lives, and ensuring that those who served are never forgotten. Because, as Kevin says, freedom isn’t free – and this community is committed to ensuring our veterans have the support they deserve. n

it All Starts with one

BY ELLA BELNAP WITH TRILOGY ® SUNSTONE MEMBER DORIS DAVIS

IT’S COMMON TO SEE TRILOGY® MEMBERS STEPPING UP TO MAKE A DIFFERENCE IN THEIR CLUBS AND LOCAL COMMUNITIES. Whether through Member-led Clubs, Gait-to-Gate, or other charitable events, their dedication shines. At Trilogy® Sunstone in Las Vegas, Nevada, Doris Davis saw an opportunity to create change and took action, leading an initiative to reduce EPS foam waste and make a positive impact on the environment. Doris moved into her new home at Trilogy® Sunstone in August of 2023, and began the process of unboxing and furnishing her new residence. Many of the boxes she received had large pieces of non-recyclable

expanded polystyrene foam (EPS, commonly referred to as Styrofoam). After calling her local trash and recycling company about what to do with the EPS foam, Doris initially threw the accumulated packing materials away as she was instructed. However, this didn’t sit right with her, so she decided to take matters into her own hands.

It was then that Doris decided to research, spread the word, collect EPS foam in her community, and repurpose it at the proper facility.

ELLA BELNAP: I understand that your neighborhood’s recycling bins do not accept EPS foam. What did you do with it all instead?

DORIS DAVIS: I did an internet search and found HomeFoam [an architectural foam product manufacturer based in Las Vegas, Nevada]. I contacted them in November 2023 and sent them a photo of the foam that I kept from throwing out, and asked if they could do something with it. They confirmed I could bring it to them. I took at least three very full carloads of EPS foam to their facility over the next few months until their COO, Jon, said he lived nearby and would pick

up the next load himself. As word spread, my neighbors gave me more than Jon could transport. I asked if there was a way that HomeFoam could pick it up from my house, and he said yes. As of this date, they have picked up four huge loads–enough to pack a 12’ x 12’ room from floor to ceiling!

EB: What kind of packing foam does HomeFoam accept, and what do they do with it?

DD: Home Foam only accepts the kind that crumbles into little balls (not take-home containers). They shred it in a sophisticated densiﬁer where it is melted, poured into large square containers, and compacted into a “brick.” The “bricks” are stacked on pallets and sent to various companies to repurpose the material, making it into disposable cutlery, picture frames, and even playground equipment.

EB: How have you spread the word to your neighbors?

DD: I’m very social, and one way I spread the word is by visiting new neighbors when they move in. I like to take them cookies when they arrive at Trilogy Sunstone, and I let them know I can take any EPS foam they accrue off their hands. I’m also working with our Community Association Manager to include a ﬂyer in new homeowner packets. Besides that, it spreads quickly by word of mouth!

EB: Where do you store all the EPS foam in-between pickups from HomeFoam?

DD: I store it all in my garage at home. Once I have trouble getting in my car due to the large pile, I call them for a pickup. Over the last three pickups, I’ve collected roughly 1,500 cubic feet of EPS foam, which is enough to ﬁll the average-size bedroom!

EB: Have you considered starting a Member-led Club or getting others involved in the effort?

DD: As of now, I am happy to do it myself. The system I have with HomeFoam is manageable on my own for the size of my community, and I know the type of foam they accept for quality control. As for other Trilogy communities, my wish is that there was an individual like me at each Club to spearhead this same project. n

“As for other Trilogy communities, my wish is that there was an individual like me at each Club to spearhead this same project. “

IT ALL

STARTS

WITH ONE Doris saw a need and acted on it, which started a chain reaction to reduce the landﬁll waste coming from her community. Her inspiring story sets an example of what one individual can do to make a positive difference for our planet. She encourages all Trilogy Members to research their own local communities and locate the nearest facility to repurpose their own EPS foam.

CURTAIN CALL FOR A CAUSE:

How Encanterra® Brings Theater and Charity Together

BY ENCANTERRA ® MEMBER MISSY DEBNAR

Retirement is often seen as a time for relaxation, a chance to slow down and reﬂect on life’s journey. But for the residents of Encanterra®, life is just getting started, with a vibrant, active community spirit that thrives on creativity, compassion, and a shared commitment to giving back. As I walk through our beautifully landscaped community, I’m reminded every day of the remarkable individuals who call Encanterra home — people who are not only enjoying their golden years but using them to make a profound difference. One such person is Guy Schumacher, whose passion for theater has led to the formation of Curtain Call for a Cause, an Encanterra Member-led Club that brings Members together to perform for a cause.

CURTAIN CALL FOR A CAUSE: A STAGE FOR CHARITY

Guy Schumacher, an involved resident of Encanterra, saw an opportunity to combine his love for theater with the community’s strong phil anthropic spirit. The result was Curtain Call for a Cause, a club dedicated to bringing neighbors together to create performance opportunities, all while supporting important charitable causes. Guy’s vision was not just about putting on a good show — it was about fostering connections, building skills, and giving back to both local and global charities in need.

The beauty of this initiative lies in its ability to involve everyone. Every resident, no matter their experience level, can participate. From ing and producing to set construction and playbill design, prop crew, sound, fundraising, and event greeters, there’s a role for everyone who wants to get involved. “Bringing neighbors together to perform, watching them build upon newfound skills, establish long-lasting friendships along the way, and perform to an audience of hundreds within the community, all for a local cause, is tremendously rewarding,” says Guy. It’s clear that Curtain Call for a Cause is much more than just a theater club — it’s a way to unite the Encanterra community in the shared goal of making a positive impact.

THE MAGIC OF PLAZA SUITE: A NIGHT TO REMEMBER

In 2023, Curtain Call for a Cause held its ﬁrst major production: Neil Simon’s Plaza Suite, a three-act comedy set in the famous Plaza Hotel in New York City. For two nights, the Mallorca Events Center was transformed into the iconic Plaza Hotel, as Members brought the play to life for an eager audience. This production was not just about entertainment — it was a Service League fundraiser for the local J.O. Combs Uniﬁed School District, focusing on elementary school programs.

The production raised over $25,000, a testament to the generosity and spirit of the Encanterra community. “Having never acted before, I wanted to challenge myself. The entire process from start to ﬁ nish was so much fun. And the biggest bonus is that we made great friendships along the way,” said Erin Suica, a Member who played a pivotal role in Plaza Suite. The energy in the room was electric, and the laughter and camaraderie that ﬁlled the air were truly unforgettable. With every ticket sold, the Encanterra spirit shined brighter, demonstrating just how much could be achieved when neighbors come together for a common cause.

RIPCORD: A COMEDY WITH HEART

Following the success of Plaza Suite, the Curtain Call for a Cause club took on its next challenge: David Lindsay-Abaire’s Ripcord, a fast-paced comedy that captivated the Encanterra audience in 2024. This time, the production featured a double cast and four performances, including two dinner-theater events and two shows with row seating. The expanded schedule allowed for greater cast involvement, increased audience attendance, and raised even more funds — over $26,000 — to benefit local J.O. Combs Unified School District high school students and fine arts programs.

Much like the previous year, Ripcord brought the community closer. Resident Bob Azarian, who played the character Derek, had the audience in stitches with his performance, delivering memorable lines like, “Oh God, it burns! It BUUUUUURNS!” The play, as many residents agreed, was an emotional rollercoaster that had everyone laughing and crying. David Meekhof, a dedicated community club leader himself, had this to share, “Being involved in the last two productions, both behind the scenes and on stage, demonstrated the power of true collaboration — not just among community Members who generously shared their time and talents, but also with the dedicated staff at Encanterra. It's inspiring to live in a community where meaningful connections are formed between Members and the Encanterra team. The support provided to our clubs throughout Encanterra adds

tremendously to their success.” Kathy and Murry Ginis, passionate performers and theater goers alike, agree wholeheartedly, sharing, “We were pleased to be in both productions. It is tremendously rewarding to build such camaraderie and perform in front of an audience where you live, but nothing so rewarding as knowing the proceeds supported children within our local schools. We are so proud to be part of Guy’s endeavors and Curtain Call for a Cause.”

A TRIP DOWN MEMORY LANE: CARPENTERS CLASSICS PERFORMANCE

In addition to theater productions, Curtain Call for a Cause also pays tribute to musical legends. One particularly nostalgic evening was the Carpenters Classics Performance, which celebrated the extraordinary work of Karen and Richard Carpenter. This two-night performance, adding dialogue and historic highlights of the duo’s success, brought some of Encanterra’s most talented musicians and vocalists to the stage, raising nearly $9,000 for the American Heart Association.

For many, the music of the Carpenters was a cherished part of their youth, and hearing those classic songs performed by their neighbors was a moving experience. “Performing with this talented group was an incredible experience for me. Thank you, Guy,” said Missy Debnar, who played alto saxophone during the performance. The event was a beautiful reminder of how music can bring people together and inspire generosity, while also supporting a great cause.

WHO IS GUY SCHUMACHER?

At the heart of all these incredible performances and community initiatives is Guy Schumacher. Born and raised in the Chicago area, Guy grew up in a family deeply involved in community theater. His love for the stage continued throughout his life, from participating in school productions to studying theater in college. His professional path led him to education, where he retired as a school superintendent after serving 35 years in the ﬁeld.

Guy’s experience in building enriched, caring communities through education has clearly inﬂuenced his work in Encanterra. With Curtain Call for a Cause, he has created an environment where Members not only explore their theatrical talents, but also contribute to the betterment of society. In retirement, Guy has continued to nurture his passion for theater and community, bringing both together in a way that has left a lasting impact on Encanterra.

A COMMUNITY BUILT ON GENEROSITY AND SPIRIT

Encanterra is more than just a community—it’s a place where people come together to support one another, share their talents, and make a difference. Whether it’s through theater, music, or simply volunteering for a good cause, the residents of Encanterra embody a spirit of generosity and compassion that is truly remarkable. Through the efforts of Curtain Call for a Cause, the community has raised thousands of dollars for local schools, ﬁne arts programs, and charitable organizations. But more than that, they have forged friendships, built memories, and strengthened the bonds that make Encanterra such a special place to call home.

As we look ahead to future performances and initiatives, one thing is certain: the spirit of giving and creativity will continue to thrive at Encanterra, making it a shining example of what can be achieved when people come together with a shared purpose. n

MAKING HISTORY

BY TRILOGY® AT MONARCH DUNES MEMBER CATHERINE KITCHO

In 2014, a new Member-led Club was formed

in Trilogy® at Monarch Dunes in Nipomo, California, to create multimedia content to share with the local community: The Monarch Dunes Media Club. It was started by resident Mike Stephens, a talented musician, videographer, and radio buff who learned that the FCC was opening a new low-power frequency for a radio station. He assembled a group of interested residents, including myself, and began the application process to apply for an FCC radio broadcasting license. While we waited for our license, the Media Club did other media projects under Mike’s leadership, such as the Trilogy® Happy

Video contest, where we won the $1,000 grand prize. We also decided to do a history documentary ﬁ lm about this unique part of the California Central Coast, and we developed a draft outline. A year later, the FCC license was granted, and the history project was put on hold while we focused on creating original audio content for our radio station. Then Covid-19 hit, unfortunately delaying the project further, until ﬁ nally in 2022, we resumed the effort.

The title of the documentary is “Life and Times at the Foot of the Hills.” Nipomo is a Chumash Indian word meaning “foot of the hills” – referring to the Temattate Ridge due east of the town.

The project answers the question: “What brought people to this part of the Central California Coast, through time?” The documentary includes multiple topics: geology, flora and fauna, agriculture, viticulture, ranching, early settlers like the Chumash and explorers, the major wars, famous families, immigration, and movie-making.

Leading the documentary production team were Catherine Kitcho as project manager and writer; and Judy Katz, professional videographer, video editor, and drone pilot.

The title of the documentary is “Life and Times at the Foot of the Hills.” Nipomo is a Chumash Indian word meaning “foot of the hills.”

Judy Katz and Catherine Kitcho

Temattate Ridge and Nipomo, California

We put a process in place. I researched and engaged subject matter experts, got them scheduled, wrote and sent them interview questions ahead of time, then I interviewed them behind the camera, they were in front of the camera, and Judy did the filming. We also did drone coverage if it was feasible. Then Judy put all the video on a hard drive, and I logged it into a giant spreadsheet, noting the keywords from the documentary outline so that we could put it all together.

In 2023, we enlisted the help of other Media Club members and got to work. To date, we have done 14 outdoor video shoots with local experts plus drone coverage, resulting in more than 11 hours of film, and more than 470 individual film clips. The quality of the video and drone coverage is visually spectacular, and drone technology brings a whole new dimension to our filming. Currently, I am writing the narrative and recording the audio while Judy is beginning to edit the video and piece it all together. The final product will be a 90-minute film, that will be shared with local schools, colleges, libraries, and historical societies. There will also be additional “spin-off” films with in-depth coverage of other topics, such as the historic Dana Adobe, and the geology of this part of the Central Coast.

This has become quite a learning experience on local history for the video team members. I was very impressed while filming in a cemetery with a local historian and author, Jim Gregory. Jim had found graves of local residents dating back to the Civil War and all the major wars, along with graves of many Chinese and Japanese families, so he could tell us the story of what happened here during the war years.

Historian Jim Gregory at cemetery

Civil War veteran’s headstone

Catherine’s Trilogy neighbor Joe Briskey is a member of the Media Club and a retired geologist from the U.S. Geological Survey. She asked Joe to research the local geology for our project and he actually ended up writing and updating the comprehensive geology of the Nipomo Mesa and some adjacent areas, with lots of entirely new information. Joe was also the person who got them started with filming in March of 2023. He called Catherine and Judy and asked to get a drone because there was a rare opportunity to capture the near-flood stage of the Santa Maria River as a result of the extreme rains and “atmospheric river” that had hit the Central Coast that spring. The Santa Maria River and its flood plain through geologic time shaped the southern edge of the mesa.

The Santa Maria River and its flood plain through geologic time shaped the southern edge of the mesa.

The team spent several hours filming a local California Historical Landmark, the Dana Adobe at Rancho Nipomo. The rancho was a Mexican Land Grant given to Captain William Goodwin Dana in 1837, that once spanned 48,000 acres. The Dana Adobe is the family residence within the rancho, built in 1839. It’s now restored and open for guided tours.

Joe Briskey pointing at Nipomo Mesa (strawberry ﬁeld behind him)

Santa Maria River near ﬂood stage March 2023

Dana Adobe family residence

Overview of Dana Adobe at Rancho Nipomo

Dana Adobe Historical Site

This history project would not be complete without discussing our famous wineries or our extensive agricultural development through time. Catherine and Judy interviewed the owner of a local family winery, Brian Talley.

The team also interviewed a member of a multigenerational farm family, Tom Ikeda, President of the county’s Farm Bureau. He talked about our local agricultural industry, as well as his own family’s history, arriving here as Japanese immigrants.

...he talked about our local agricultural industry, as well as his own family’s history, arriving here as Japanese immigrants.

This all-volunteer, community project has given us at Trilogy at Monarch Dunes new insight and appreciation of our local area history and the settlers through time who have made this such a wonderful place to live. We may not be making new history, but we are making history available to the greater community around us: to learn from, to understand, and to celebrate. n

Brian Talley among the Pinot Noir

Tom Ikeda with cilantro and bok choy ﬁelds

Talley Vineyards sign

Talley Vineyards

Why we CARE SO MUCH

For the leadership team at Trilogy® by Shea Homes®, the business is much more than a business. Perhaps its due to the family-owned roots of the J.F. Shea Family of Companies or just the individual journeys people have taken to get to the positions where they are, but creating the communities is as much a passion as it is a profession.

Now 25 years in, we thought we would provide some of the leaders an opportunity to, in their own words, express why they care so much about the work we do.

JEFF MCQUEEN | PRESIDENT FOUNDING TEAM MEMBER

I truly believe we have a responsibility to give 100% to every Member, every home, every community, every time. People are entrusting the most important times of their lives to us, and they expect us to deliver more than just a house. It's about creating a neighborhood they can call home. I see what we do as fulfilling a higher calling to help enhance people's lives, and I compel all our team to view it in the same revered way.

JEFF HINKLE | SR. VICE PRESIDENT

FOUNDING TEAM MEMBER

All I have ever done in my life is construction. Thanks to my family, I grew up learning the honor of an honest day’s work. Whether I was mowing neighbors’ lawns as a kid or now overseeing complex community design and engineering, my commitment to delivering the highest level of quality has never wavered. Thanks to me and others, the organization has taken on this same mindset, and the result is communities that play an important role in enhancing people’s lives. To say I’m proud of what we do would be a tremendous understatement.

HAL LOONEY | AREA PRESIDENT, ARIZONA & NEVADA

FOUNDING TEAM MEMBER

I am sure that others have expressed the view that enhancing people’s lives is at the core of what we do. The same is certainly true for me, and while my role is largely focused on the large-scale components of community, my passion is rooted much more personally. You see, living a long, healthy, and happy life is something I think a lot about, and it’s something I’ve learned to prioritize more and more as I’ve gotten older. I see my role, and the role of our company, as an example and a journey to providing our Employees the best environment to fulfill their careers, as well as to provide our Members the environment to live their best lives possible. I strive daily, both personally and professionally, to hold myself to that same high standard.

SHAUNA FARMER | VICE PRESIDENT, MARKETING & SALES ON THE TEAM SINCE 2003

Everyone on our team could be described as “true believers”, but what we believe about Trilogy is now more real for me than ever. As someone on the journey myself (our two kids have recently flown the nest), I know the impact that family, friends, and neighbors have on the way we feel. When we are in a beautiful setting in a home we love surrounded by people we enjoy being around, we are the best version of ourselves. When we do our jobs right, our communities deliver this experience to our Members. And that’s why I work so hard to make sure we are sharing our story in the best way, so no one is left on the outside looking in because we didn’t adequately compel them to take the leap.

SARA RAINEY | NATIONAL LIFESTYLE DIRECTOR

ON THE TEAM SINCE 2010

To say it as simply as I can, I could not imagine a career that I would enjoy more than the work I do serving the Trilogy communities. When I see folks go from touring the communities to selecting a home to moving in to engaging in everything available in the clubs, it's like I enjoy the journey just as much as they do. We talk a lot about offering opportunities for Freedom, Wellness, and Connection, and to be a part of bringing those tenets to life is incredibly rewarding.

BEN KEILHOLTZ | VICE PRESIDENT, MEMBER EXPERIENCE

ON THE TEAM SINCE 2001

I have been fortunate to work for essentially one group my entire career. I began working in the Trilogy by Shea Homes ecosystem in 2001 as a twentysomething coordinator fresh out of school, and now nearly two-and-a-half decades later, I view my journey with Shea as the most important non-family relationship I have in my life. I cannot imagine a more rewarding path for my family and me, and it’s all because we do our work with purpose and care and respect for our Members.

VERONICA FREGOSO | DIRECTOR OF MARKETING

ON THE TEAM SINCE 2005

These days my role is in the central office in Arizona, but my connections to our Members and with our communities were forged in a decade-plus out in the field at multiple communities across the country. I have seen firsthand what our environments can enable in terms of not just superficial happiness, but real, genuine, lasting joy. The only pleasure I can equate it to is seeing my own family grow and mature. Serving the Trilogy communities is as much a part of me as being a daughter, a sister, a mother, a wife, an aunt. I absolutely love the work we do and the reasons we do it. n

Celebrating 25 Years Young

2024 hailed an impressive milestone for Trilogy® by Shea Homes®, as the brand celebrated 25 years of innovation, service, and growth. Since its inception in 1999, the Trilogy brand has been pushing boundaries and inspiring change in an effort to create communities where homeowners have the opportunity to live happier, create lasting connections, and find new ways to grow and have fun in this rich stage of life.

“We are incredibly excited to celebrate 25 Trilogy Years Young! And, of course, I’m proud that many on our team have been here for every step of the way,” shared Jeff McQueen, President of the Shea Homes Active Lifestyle division.

Shea’s journey in creating the Trilogy brand began with a clear vision for what could be possible with the right plan, the righ t effort, and the right group to get it done. The opportunity was (and is) to create communities where people can live richer, more meaningful lives amongst neighbors who, like them, are excited about their next chapter and desire to get more out of every day. There is always more work to do, but the evidence of success is available for all to see at the 20+ communities covering eight states.

“Our homeowners have high expectations for our communities, and I love rallying the team to meet that challenge,” continued Jeff. “We have this unique opportunity to deliver buyers an alternative to traditional active adult communities; places where the experience we provide goes far beyond the streets and sidewalks and sticks and bricks.”

The reference Jeff makes is to the Trilogy brand’s unrelenting commitmen t to innovation. From sparkling resort style pools to curated farm-to-tableinspired restaurants to on-site day spas with thoughtful wellness centers to group travel to stunning worldwide destinations, the experiences delivered in Trilogy communities seem to stay one step ahead of what buyers crave.

“For a long time in our industry, the recipe was fairly consistent: build a golf course, a clubhouse, a lap pool and some courts, and then try and wow prospective buyers with those spaces. These days, I believe our buyer is expecting both more than that, and, in many ways, different than that,” shared Jeff, as he reflected on his role in the company’s journey, the last eight years of which has been as President. “We are now focusing as much on Wellness as we do nearly anything else in our business. Integrated trail systems, comprehensive fitness facilities, recovery spaces, educational programming, national events, travel experiences, and so much more – it’s all part of how we see ourselves evolving as our buyers evolve as well.”

One of the key differentiators in delivering an enhanced day-to-day life in each Trilogy Club is reinventing how 55+ and all ages clubs are staffed. Instead of hiring an HOA administrator and volunteers, Trilogy Resort Clubs employ a professional, hospitality-trained team including roles like Lifestyle Directors who plan all the events and unique experiences. There are also Executive Chefs, Mixologists, Sommeliers, Wellness Directors and Fitness Trainers, all of whom work together to create a resort-caliber experience for each Member homeowner.

As part of the 25th-anniversary celebrations, Shea Homes unveiled a brand-new Trilogy logo. The updated look is a fresh take on the brand, reflective of the modern, fun, and bold spirit of the communities. The clean lines, vibrant colors, and subtle symbolism connected to the transformational lifestyle offered encapsulates what the Trilogy brand has meant to homebuyers over the past 25 years. Trilogy Members celebrated the launch of the new look with festive activities at their Clubs, featuring champagne toasts, tasty hors d'oeuvres, and, for posterity’s sake, selfie booths where people could show off their favorite Trilogy look.

“I’m glad that our homeowners are excited to celebrate alongside us. This is a journey we’re in together, and I’m pleased they feel as connected to us as we do to them.” n

AN IACONO-IC NEW HIRE

Meet Todd Iacono, BlueStar Resort & Golf’s new Vice President of Operations

In each edition of #MyTrilogyLife Magazine, we choose a leader from Trilogy® by Shea Homes® and a leader from BlueStar Resort & Golf to pro ﬁ le. For several positive reasons, there is very little turnover within the leadership team in each group, so this year it’s exciting to showcase a relatively new edition, Todd Iacono. While he’s a newcomer to BlueStar, he’s certainly no newcomer to the world of hospitality. Let’s learn a little more about Todd together.

MTL: Todd, thank you so much for making the time. And welcome to the team!

Todd: Thank you so much. It’s been a fun run so far, and I still don’t feel like I’ve got my feet completely under me.

MTL: That’s funny. You’ve got a lot of experience, so does this new role feel different or is it just the nature of the beast?

TI: The role itself I feel mostly comfortable with. I have a good sense of how to develop and manage to quality standards, and I still feel like I have my fastball as it relates to the administrative aspects of the job. It’s probably just the complexity of the BlueStar and Trilogy by Shea Homes ecosystem. We have 20+ communities and Clubs, nine states, and 1,600+ team members – all similar but subtly different in many important ways. I’m still learning all those ways.

MTL: That’s understandable. But it sounds like you’re settling in, which is good. So, let’s take a trip down memory lane if we can. Would you mind sharing a little bit about your background?

TI: Of course. Well, I grew up in Philadelphia, Pennsylvania, which is an incredible place to be from. I don’t go back as much as I’d like, but I still love it. And it was formative for me. Our neighborhood was full of small, family-owned restaurants and stores, and I think that’s where my love for hospitality was born. My ﬁrst job was as a busboy at the local Glen Oak Country Club, and I haven’t looked back since.

MTL: Well, I’m sure you’ve found kindred spirits among the other BlueStar leaders, seemingly all of whom came up through the frontlines of an operation.

TI: Exactly. It is remarkable how similar our stories are, which probably serves to prove a point that I’ve made frequently – to be great at leading a team, you have to be humble enough to do the work required for every role.

MTL: Do you think you recognized that when you were clearing tables and washing dishes?

TI: Well, I’m not sure if I did at the time, but I certainly do now. I had a great leader then, and I’m sure that inﬂuenced me as

well. Something must have clicked, because I don’t remember feeling any hesitancy when I made the choice to dive fully in and study Hotel & Restaurant Management at Widener University.

MTL: Yes, that is committed. Where did that adventure lead?

TI: Well, lucky for me, straight to an Assistant Manager role with the Four Seasons in downtown Philly. I can’t imagine landing in a better environment for my ﬁrst real job out of college. The Four Seasons way of doing business forever shaped my view on what it means to honor your customers, and what it means to hold yourself fully accountable.

MTL: I’m assuming these are things that still inﬂuence you today?

TI: Absolutely. In fact, what drew me to BlueStar was the idea that we could take all the principles and skills learned in years working in luxury hotels (Editor’s Note: Todd also spent time with Westin, Starwood, Hyatt, and others during his career) and apply those in communities where the guests don’t checkout.

MTL: That’s interesting. Has it come to fruition as you expected?

TI: It’s certainly starting to. At this point, most of my relationshipbuilding has been with the teams, but more recently I’ve been spending more time with the Members, and that’s been rewarding.

MTL: In what ways?

TI: Look, operations is hard. Most of our Clubs are open 15+ hours a day, 360+ days a year, offering a wide variety of high-touch services delivered by a team for whom this job may not be a career. It can be unrelenting. But when I speak with our Members, they are universally supportive of the work we’re doing every day. They are nice to – and generous with – our team members. They act like partners in the process, which is such a nice way to think about our role in the communities. Now, ultimately, it’s our job, not theirs, to create amazing experiences. But knowing that they feel connected to the goal is incredibly rewarding for me.

MTL: I like that perspective. And I guess another good thing is the variety of the role? I would imagine that very few days are the same for you?

TI: Well, I spend Sunday mornings with my wife and family, so that’s something that never changes. But yes, work is a constantly moving target, which I love. Honestly, I like working, and if it were easy, I’d probably just get antsy. No risk of that happening here!

MTL: Well Todd, I think I can break the fourth wall and let our readers know that we are in the same of ﬁ ce in Scottsdale, Arizona. On behalf of the team, I can share that we’re happy to have you with the group.

TI: That’s kind of you to say, and I feel the same. I plan on being here for the rest of my career, which I imagine has more than a few more years left in it. n

TODD IACONO LIVES IN PHOENIX, ARIZONA with his wife, Lisa, and their children, Mackenzie and Cole. When he’s not working, he enjoys spending time at the beach with his family. Todd’s favorite leadership book is “Excellence Wins,” which he tries to revisit every few years to remind himself of the fundamentals.

Wellness

The Who, What, When, Where, How, and Why

BY TRILOGY ® WELLNESS AMBASSADOR KIM ALEXIS

Wellness is a term that is widely used in today’s world. We often come across articles and discussions that focus on some aspect of wellness. And while most of us like to feel that we are “well” and “healthy”, are we sure? How do we really know? Let’s go through this together, one simple question at a time.

WHO?

For me, I faced these important questions about wellness both for myself and through my husband, Jeff. We were each lifelong athletes (amateur, at least!), and we share a passion for making – mostly – good choices about what we eat and how we invest our time. But age comes for us all, and for the last few years, signs of (ahem) maturity seem to show up more and more frequently. I would think that a lot of you can relate.

So, facing change and acknowledging reality, I began to invest even more time to learn from as many different perspectives as I could. I wanted to find the best methods of pursuing a longer, healthier life. From Blue Zones across the world to microbiomes inside our bodies, I began a mission to answer two simple questions: “What is wellness?”, and “How do I best achieve it?”. What I discovered along the way has been incredibly empowering for me, and I believe it can be the same for many in our communities.

WHAT?

Let’s start at the beginning. What exactly is wellness, in a specific sense? According to Webster’s Dictionary, “Wellness” is defined as “the quality or state of being in good health, especially as an actively sought goal.” The World Health Organization deﬁnes Wellness as “a state of complete physica l, mental, and social well-being and not merely the absence of disease or infirmity.” Similarly, the National Wellness Institute describes it as “an active process through which people become aware of, and make choices toward, a more successful existence.” I personally like these definitions, and I want to focus on a theme I see as most important: the idea that Wellness is an “actively sought goal”. If we are not intentional in our choices, we are not making the progress potentially available to us.

Wellness is something we actively participate in. We aren’t just a character in the story of our lives, we are the directors. The body and mind have an amazing ability to move toward health – or away from it – daily. Think about it: some days we feel sick and terrible, unable to manage even the simplest tasks. Other days (hopefully most), we feel spry and energetic; getting in a workout , tackling chores, and feeling organized and accomplished. How we manage the variances in those daily experiences impacts us tremendously in our overall journey.

WHEN?

If we reflect on our younger years, many of us didn’t struggle with health concerns, joint stiffness, or pain. We could run, jump, slide, skip, and even stay up all night dancing without any pain the next day. As we age, we tend to become more cautious; at least I know I have. I’ve stopped snow skiing because of a bad knee and I no longer have interest in water skiing, something that I used to really enjoy. When I was younger, consequences didn’t seem to factor into my decision making as much as they do now. If I fall, it will likely hurt, and I don’t think I’ll like that.

So why are we more cautious, and why does it seem to impact us all as we mature? In practical terms, it’s because we don’t bounce back the same way. Our joints, bones, and muscles have changed over time. But no one wants to do less and less of what we enjoy. What we want is to extend our window as long as possible so we can still experience – at least in some way – the things we grew up enjoying.

With that in mind, the important question to answer is what we can do to make the best of our aging bodies, and I strongly believe that starts with what we put into our bodies. Paying attention to the quality and quantity of what we consume is crucial. And it’s an everyday, every meal consideration that I would encourage us all to take more seriously. The “when” of Wellness is now, and always.

WHERE?

Interacting with others is also vital for wellness. Many of us learned this in a very powerful way during Covid-19, when isolation created an incredible reminder of how much we all crave social connection. Even a simple smile from a stranger can brighten our day and amplifying that idea many-fold is the idea of living in a community where the chance to form new bonds is seemingly infinite. Simply via the choice to call a Trilogy community home, there is access to numerous events, activities, and Member-led Clubs. If you’re reading this article now, it’s likely you already have your “where” figured out.

That said, don’t underestimate the power of nature. Spending time outdoors is not only physically beneficial but also spiritually uplifting. For me, early morning walks with my dog bring a sense of gratitude and peace that I can’t find indoors. This part of my “where” I largely enjoy in solitude, as being on my own on occasion helps me re-center. My hunch is this is something that even the most fervent social butterfly can relate to.

WHY?

The body has an incredible ability to heal itself, but it can become bogged down by toxins and chemicals that slow this process. I learned this lesson early in my career when I started modeling in New York City at 18. I realized I had to take care of myself, as the modeling business is unforgiving, and my window to use my looks and vitality was short. I found that getting enough sleep, eating clean, and staying hydrated helped me look and feel my best. On the other hand, late nights and unhealthy habits left me feeling unwell and underperforming. These days, I make the same choices, not so much for my career but for my enjoyment of life.

And I think that’s the big lesson that time and research has taught me – we are at our best when our social, physical, intellectual, emotional, and spiritual aspects are all working in unison. We are better friends, better family members, better spouses, better neighbors when we invest in ourselves in a meaningful way. Wellness isn’t vanity and it isn’t selfish – it’s an investment in ourselves that pays dividends for everyone around us.

HOW?

Staying healthy and vibrant for as long as possible involves a lot, more than can be listed in this article. But the overriding “how” is the idea of being purposeful in daily decision making. As part of my early journey with Trilogy , I helped map out a construct that we now use in all the communities. It breaks down like this:

1. RESEARCH | Understand what we need to do

2. BENCHMARK | Establish a baseline

3. SET GOALS | Decide where you want to go

4. PLAN | Chart the course

5. DO | Get to work

6. MEASURE | Check progress along the way

7. CELEBRATE | Enjoy the wins

8. REPEAT | Start right back at the top, since this journey doesn’t end!

Importantly, this structure is not exclusive to the physical ﬁtness components of Wellness – it applies to the entire spectrum of the social, physical, intellectual, emotional, and spiritual aspects of our Wellness journeys. Again, we are at our best when our social, physical, intellectual, emotional, and spiritual aspects are all working in unison.

In closing, I believe what is most important about my role as Wellness Ambassador is to do my best to inspire Members across the communities to actively pursue good health, frequent movement, strong social connections, and mindfulness of themselves and their environments. Hopefully this article helps to serve that end. If you’re inspired to make a change in your own life, take the leap! Wellness is a journey, and we’re all in this together. n

More about Kim

Kim Alexis resides in Scottsdale, Arizona with her husband Jeff and their dog Stump. Kim is also an active Trilogy Member. If you happen to see her in your community, don’t hesitate to say hello!

Keep up with Kim

For more information on Kim, her pursuits, and what she’s focused on today, follow her on Instagram, Facebook, or her own website, KimAlexis.com.

BEN THERE Doing That

Ben Keilholtz ﬁrst entered the world of Trilogy® in 2001, as a Junior Marketing Coordinator charged with supporting the growing portfolio of golf courses within the communities. In the two-plus decades since, his role has evolved and his inﬂuence expanded, to the point that in early 2024, the new position of Vice President of Member Experience was created to leverage his passion and skills. The goal of the new job? Ben describes it as “Simple. Work with the Members and teams to create the best possible environments for our Members to live their best possible lives.”

MTL: Ben, thanks for making the time today. I think it’s important for you to share about your role in the creation of #MyTrilogyLife Magazine.

Ben: Happy to be here, and sure, I’d love to take a trip down memory lane. The Trilogy story is not one of homes or amenities or buildings – it is a story of the people that choose to call the communities home. The thought in creating the magazine was to provide a venue where the distinct stories of our Members could be shared across the Trilogy portfolio and with those considering calling a Trilogy community home. I’m proud to say that I believe each of our issues has admirably met that lofty calling.

MTL: You’ve gone from Editor-in-Chief to Contributing Author to your role today, which is probably best described as steward. Are you feeling good about shifting your focus?

BK: Wait, am I losing my byline?! Just kidding. Yes, in short, I am feeling good. The work of the magazine continues in great hands, and I am excited about what I’m now able to focus on.

MTL: Okay, well why don’t we just give you a little room here to go into those new areas of focus.

BK: I’ve never been one to pass up a soap box, so you better settle in! I have found that what makes the Trilogy® by Shea Homes® philosophy a bit different is the level of attention to the experience of living in a community well after the home is built. The day our Members move into their new home is the start of the journey, not the end.

In my 20-plus years, building relationships with Members that have lasted nearly that entire span has been particularly rewarding. To see them enjoying the lives they envisioned is a blessing.

My mandate in my role is, ﬁrst, do my best to understand what our current and future resident Members prioritize. Second, advocate on their behalf to see those priorities reﬂected in the communities. Third, repeat the process over and over again.

More than anything, my job is to listen, research, and then help our hospitality teams implement with the same consistency and quality we deliver in our homebuilding process.

MTL: We appreciate the context. Anything of particular note already in the works?

BK: Members are likely already seeing an enhanced prioritization of Wellness. More than anything, they mention how important having the opportunity to live a healthier, more active, potentially longer life is to them. So you will see us leaning into partnerships with leaders like Technogym®, Hyperice, Therabody, GolfForever, TRX, BlueStar Resort & Golf, and others, as we develop new ways to help Members unlock their best selves.

MTL: Is the relationship with Kim Alexis (Trilogy Wellness Ambassador) a part of this initiative?

BK: A bsolutely. Kim is already playing a role in shaping our class offerings, continued education programs, menus, and more. She is incredibly i nspirational, and someone who I know Members will enjoy meeting. And as a Member herself, she has a great sense of how our communities work, and where we have opportunities to innovate.

MTL: You used the word “innovate,” which is something we hear in the hallways around here often. How much change do you see ahead?

BK: I think the evidence suggests that the Trilogy communities are doing a whole lot right. More than 30,000 resident Members across nearly 30 communities over the course of a quarter-century is a pretty compelling statement to the value of the Trilogy offering. But we have no intention of resting on past success. We can always be better. Members will see enhancements on MyTrilogyLife.com, as well as in communication platforms like the Daily Digest emails, the #MTL Monthly emails. We want to do more, and communicate the more that we’re doing, as effectively as we can.

MTL: Do these comments apply equally in the new Trilogy® Boutique Communities®?

BK: Again, absolutely. So glad you asked about the Boutiques. At their core, the Trilogy Boutique Communities provide an entree to those who value the Trilogy lifestyle offerings and are comfortable

with a smaller scale community. Our responsibility is to prove that what we’ve been saying for years is true: hospitality isn’t about what you say or what you do – or what you build – it’s about the way you make people feel.

Knowing that the Boutique Club scale may not provide for multiple , dedicated spaces for segmented experiences, our response is to offer an inclusive space that brings all the social experiences together in a ﬂuid and ﬂexible way – everything, everywhere, all at once. Will they feel different? Yes, in some ways. But they’ll also feel very familiar. Beautiful settings. Progressive architecture. Distinct design. Just delivered on a more personal scale.

MTL: So, what’s next?

BK: I am so excited to spend more time in the communities, continue to meet more of our Members, have deeper conversations, and ultimately play a small role in making the experience in Trilogy communities the best it can possibly be. n

BEN KEILHOLTZ lives in Scottsdale, Arizona with his wife, Stacey, and their loving rescue Roark. When he’s not at the ofﬁce or visiting a community, he enjoys golf, CrossFit, and eFoiling (look it up!).

“We both retired a little over a year ago and are extremely happy living here due to the outstanding management and team members.”

“Moving to Trilogy® was the best decision.”

Each year we survey all Members across the country to get a better understanding of what we are doing well and where we can improve. Here is some of what was said in 2024:

“We strongly desire the lifestyle Trilogy® provides for us.”

“There's just about always something to do. It's been terriﬁc. The team isn't afraid to try new things, and I think that's great!”

“WE LIVE IN A FIVE-STAR RESORT THANKS TO THE CLUB TEAM!”

“WE LOVE OUR TRILOGY® LIVES! ”

“I’M HAPPY TO BE A MEMBER AND ENCOURAGE MY OTHER FRIENDS TO JOIN.”

“I’m over the moon enjoying the activities, there are so many Member-led Clubs and opportunities to meet my neighbors. I’ve learned a lot from my neighbors, and many have become close friends!”

TRILOGY® DOES A WONDERFUL JOB AND MAKES LIVING HERE A PLEASURE.”

“The team is bright, encouraging, and sincere in providing a welcoming experience for Members.”

“Couldn’t be any better. Our Club is PERFECT!”

“EVERYONE IS FRIENDLY AND SEEMS OPEN TO NEW PEOPLE; YOU CAN BE AS BUSY AS YOU WANT (OR NOT).”

“I APPRECIATE THE WONDERFUL EXPERIENCE PROVIDED TO ME. I BRAG ABOUT TRILOGY® ALL THE TIME!”

Sales: Shea Homes Marketing Company (CA DRE #01378646), & (FL #CQ1034437). Shea Communities Marketing Company (AZ DRE #CO001121001), (ID #CO53675), (NC #C25840), (NV #B.1002134.CORP), (SC #24982), & (WA #19548). Construction By: SHALC GC, INC. (AZ ROC#291056), (CA CSLB #1062050), (FL #CRC1332250), (ID # RCE-56939), (NC #75061), (NV #0080574), (SC #123827), (VA #2705152813), & (WA #SHALCGI863P9). Shea Homes Limited Partnership (CA CSLB #855368). Shea Homes, Inc. (CA CSLB #672285). Homes in Ridgecrest™, a Trilogy® Boutique Community®, Kindred & Balfour, Lake Frederick, Lake Norman, Nevina, A Trilogy® Boutique Community®, Summerlin, Sunstone, Tehaleh, ThreeOaks—a Trilogy® Boutique Community®, Trilogy® San Juan Oaks, Tammaron at Lake Sawyer, Valor, Verterra®, A Trilogy® Boutique Community®, Vineyards and Vistancia locations are intended for occupancy by at least one person 55 years of age or older, with certain exceptions. Some homes at Ocala Preserve are intended for occupancy by at least one person 55 years or older, with certain exceptions, and others are open to all ages. Encanterra,