Downsizing 101 + Trust &Estate Planning, Prop 19 Updates, & Sibling Buyouts

Tips for Boomers, Seniors, and Their Family of Advisors
Improve Lifestyle • Increase Liquidity • Stay Secure in Retirement

Join us for a friendly, educational brunch seminar featuring local experts in estate planning, tax and capital gains strategy, and retirement income protection.
If you’re 50 or older and home equity makes up 50% or more of your net worth, this free class is designed for you.

You’ll discover practical ways to:

• Downsize or right-size for comfort and financial freedom
• Unlock home equity safely and strategically
• Protect your retirement income through smart planning
• Support aging-in-place options with flexibility and security

There will be hot coffee, fresh danishes, and healthy snacks!

Parking can be found right across from Vivalon's Healthy Aging Campus on 3rd street or on 3rd and B streets.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Mary Jo Lafaye, Reverse Mortgages