Discover Santa Barbara’s Senior Living Options [FREE SEMINAR]

Discover Santa Barbara’s Senior Living Options and Real Estate Planning for your Senior Loved ones!

Get ready for an informative and fun-filled seminar that will help you navigate these crucial choices! Join us on Wednesday, June 20th, for an engaging afternoon dedicated to Santa Barbara’s Senior Living Options and the value of a Real Estate Plan.

 Event Details:
 Date: Wednesday, June 20th
 Time: 1:30 PM – 4:00 PM
Location: Downtown Santa Barbara, Rooftop Terrace, Santa Barbara, CA
RESERVATIONS ARE REQUIRED due to limited seating. Light appetizers will be served.

We are thrilled to have Melissa Tierney, a dynamic Senior Advocate, SRS, and certified KW Real Estate Planner, as our keynote speaker. Melissa specializes in working with seniors and their families to build, protect, and transfer generational wealth. Her expertise and passion will energize and enlighten you on how to make the best decisions for your future.

Also featuring: Karen Martin, Senior Move Manager of Curated Transitions, who will share her top tips on the dos and don’ts of downsizing.

 What You Can Expect to Learn:
 How to Build & Transfer Wealth: Keep generational wealth in the family with proven strategies.
 Eliminate Family Disputes: Create a harmonious plan that satisfies everyone.
 Minimize Capital Gains Taxes: Reduce financial burdens with practical advice.
 Discover the Best Options: Evaluate and choose the most suitable downsizing, transitioning, and senior living options for your family.

This seminar is designed to be a vibrant, interactive, and supportive space where seniors and their families can gain the knowledge and confidence to make informed decisions about their future. We understand that these choices can be complex, and we’re here to provide clear, actionable information that you can rely on.

Join us on June 20th for an enlightening session that promises to equip you with the tools and knowledge needed to navigate the future with confidence and ease. Don’t miss out on this opportunity to learn, connect, and enjoy a beautiful afternoon on the rooftop terrace!