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Senior Living Options, Planning, and Downsizing Do’s & Don’ts!
February 28, 2024 @ 10:30 am - 1:00 pm PST
What can a Real Estate Plan do for Your Loved Ones?
As we age, our homes begin to become a burden – Cooking and cleaning is tiresome, maintenance gets deferred, and other things become a challenge. There are many books on how to raise a family, but not much support is available for Seniors on how to transition to Retirement Living, and that’s where I come in!
Melissa Tierney, a Senior Advocate and certified member of the KW Real Estate Planner Community, about Santa Barbara’s local Senior Living Options and the value of a Real Estate Plan. Guest Speaker Karen Martin of Curated transitions will speak on the Downsizing Do’s and Don’ts.
What can a Real Estate Plan do for Your Loved Ones?
Lunch ‘n Learn Seminar!
Here’s what you can expect to learn:
How to Build & Transfer Wealth (e.g., keep generational wealth in the family)
