Estate Planning for Retirement Home: A Workshop for 60+ Homeowners & Families
Schedule
Sat Jul 20 2024 at 10:30 am to 11:30 am
UTC-07:00Location
16 E 3rd Ave, San Mateo, CA 94401-4033, United States | San Mateo, CA
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As a certified Seniors Real Estate Specialist, I often hear from seniors that they feel stuck with their current living situation. Many homes are no longer suitable to meet their needs. Are you helping your parents find the ideal retirement home and plan for their future?Join us for an exclusive in-person workshop tailored for individuals aged 60 and above who want to improve their current living arrangements. Whether you're downsizing, relocating, or searching for the perfect place to enjoy your golden years, this workshop is designed to empower you with the knowledge and tools needed for a smooth transition.
Workshop Agenda:
Planning Your Move:
- Stay or move decisions, stress factors, personalized plans.
- Financial Considerations: Wealth transfer, property tax, tax planning, financing.
- Meet the Experts: CPA, senior living specialist, title & escrow advisor, estate planning attorney, senior real estate specialist.
Contact: [email protected] (650)651-8998
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Where is it happening?
16 E 3rd Ave, San Mateo, CA 94401-4033, United StatesEvent Location & Nearby Stays:
