June 7th: Tax, Legal & Financial Issues
We all know there can sometimes be complexities related to the transfer of property. More times than not families try to solve these problems during a crisis, but creating a contingency plan in advance is a far better way of dealing with potential pitfalls. Your home is often your most valuable asset and there are thing you need to know before you move forward with any major decisions that will impact your future.
You may be asking…
- ?What legal documents are needed when selling my home??
- What are the tax implications of owning, selling, or transferring property??
- How should property be deeded to avoid potential future challenges?
- What other issues should I be aware of?
Join us to hear first hand from legal, financial and tax experts about how to avoid common challenges faced by families just like yours.
July 12th: Reverse Mortgages-Truth vs. Myth
Learn the facts about reverse mortgages from expert panelists who will discuss how these loans work, the myths and rumors associated with them, and ways they can be used to buy a new home or refinance your current one – payment free!
Reverse mortgages have received a lot of media coverage and many say they have seen advertisements on the topic, but few really understand how or why a reverse mortgage can be used in financial and estate planning.
- What is a reverse mortgage and who qualifies?
- What are the costs associated with reverse mortgages?
- How can I use a reverse mortgage to purchase a home?
If you are 62 or older and trying to wrap you mind around whether a reverse mortgage is a good tool for you, join us for this 90-minute educational seminar featuring local mortgage and real estate experts.
August 2nd: Again in Place (a.k.a. ‘Staying put’)
You’ve decided to stay in your home – now what? Are you prepared? Have you taken steps to equip yourself and your residence for the long haul? Learn the pro’s and con’s about aging-in-place during this 90-minute lively and informative panel discussion.
Our expert panelists will share with you some of the most effective strategies and resources available for living safely and independently in your home as you get older. Learn about precautions you can take to ensure that YOU remain in control of your lifestyle choices and decisions. Whether you choose to ‘stay put’ in your current home or move to one more manageable, if you are 62 or older, you have options – lots of them! The challenge: Knowing which options are right for you!
Take the time to learn what it takes to age in place long after retirement!
- Making your home more accessible
- Easy home renovations
- Finding reliable in-home care providers
- Transportation options
- Services available specific to seniors
- Questions to ask when hiring service providers
September 6th: Assisted Living Options
New assisted living options are available around every corner in our East Bay communities and across the country. But what are they exactly? What do they offer? Who lives there? What are the costs involved?
You may be asking:
- What does assisted living offer?
- What are the differences?
- Who qualifies for assisted living?
- How do I pay for it?
Join our panel discussion to learn the facts about assisted living options from some of the most knowledgeable and experienced professionals in the senior living industry.
October 4th: Downsizing Lessons from people (just like you) who know
People say the thought of moving out of a home they have lived in for decades is often overwhelming. Learn how others just like you have overcome their fears and made the decision to downsize. This 90-minute panel of actual downsized homeowners will share their personal “moving stories” including secrets for taking the overwhelm out of a post-retirement move.
They allow fear and anxiety about the downsizing process to cause them to stay in a place or situation that no longer serves their needs. Learn how other men, women, and couples just like you have overcome their fears and made the decision to downsize. Our panel of actual down-sizers that have ‘been there’ will answer these questions and more:
- What were the challenges you faced when downsizing?
- What are the pros and cons in your experience?
- How did you manage the details of such a move?
- What would you do differently if you had to do it again?
November 1st: Rightsizing 101-Professional Panel
If you are considering making a move – now or in your future – you owe it to yourself to be prepared. Join us for this free seminar and learn how others just like you have simplified their lives by following these simple downsizing strategies. During this 90-minute panel discussion, you will learn the FACTS about downsizing from some local industry leaders.
- Where do I even begin?
- What do I do with all the extra stuff?
- Who can I call for help?
December 6th: Storytelling-Legacy
The holidays are a great time to take a step back from the hustle and bustle of the season and contemplate your values and your life’s story. Have you ever thought about what your descendants will know about you?
During this holiday panel discussion, you will be guided through a process of discovering your personal heartfelt values through storytelling and how to effectively document, share and record these life values through video or in writing. We will provide training on how to easily record your story using an interview style format and the wonders of technology.
SEMINARS NOW COMPLETED
February 1st: 55+ Senior Living Options
Learn the facts about the many types of retirement communities available in the area and the questions you should be asking when considering your options. This is the perfect place to educate yourself so that you can make the right decisions for you and your family.
Retirement communities and 55+ active adult living options are popping up all around the S.F. Bay Area and in every other city in the country. You may be asking:
- What are these place exactly?
- What do they offer me as a senior?
- Where do I even begin?
During this 90-minute panel discussion, you will learn the facts about local senior living options from some of the most knowledgeable and experienced professionals in the senior living industry.
March 1st: Independent Living Options
Building on the information covered in February, we will really dig into what independent living is and isn’t. What people can expect when moving to an independent living community. Today is when you get to ask ANY question you have on your mind and we will answer it to the best of our ability.
We realize that as you are making choices about where to live in future years, being educated and informed is key. You’ll leave with answers to the following questions, including:
- Where do I begin looking for independent living options?
- What do independent living communities offer me as a senior?
- What will it cost to live in an independent living community?
- Are there independent options for purchase? For lease? What are they?
April 12th: Estate Liquidation Strategies
Selling that excess “stuff” isn’t what it used to be. Finding out what things will sell and for how much requires research and experience and that’s only the beginning. Get your estate liquidation questions answered at our free seminar featuring industry experts that will speak about auctions, estate sales, consignment, charitable donations and more.
- What is my china and crystal worth?
- Could my things be sold through an auction house?
- Do I have enough excess “stuff” for a professional estate sale?
- How do I prepare for an estate sale?
- Who can help me decide what to keep and what to sell or give away?
May 3rd: Selling your home in today’s market
Get the facts about what is involved in selling a home in today’s market and the Top 10 Mistakes to Avoid! Selling a home you have lived in for decades can seem like a daunting task, but it doesn’t need to be so overwhelming. Whether you are planning to sell this month or not for a few years, do your homework now and be prepared!
Real estate agents can be helpful, but they all seem to give different (and often conflicting) advice, so who should I believe? Where do I begin and what should I expect before, during, and after my home goes on the market? Get the FACTS about what is involved in selling a home in today’s market and the top 10 Mistakes to Avoid when selling your home from this lively 90-minute program.
- Where do I begin?
- How do I prepare my house for sale?
- Can I sell as-is?
- What should I expect when my home goes on the market?
- What are the costs involved in selling?