Planning for the Future and Beyond - August

Planning for the future is one of the most important decisions you can make for yourself and your loved ones.

Join Jane Johnson, Realtor and Real Estate Planner, for a free in-person Lunch and Learn designed to help homeowners make confident, proactive decisions about their home, rental properties, and long-term legacy.

In this seminar, we will cover:

• How to recognize when it may be time to move
• Living options including aging in place, downsizing, and retirement communities
• What to do with your home or rental properties
• Understanding tax considerations before selling
• 1031 exchange opportunities
• Protecting your home and assets
• Transferring wealth and creating a legacy
• When to start planning

You have a choice to be proactive rather than reactive. The best time to begin planning is now.

Lunch will be provided. Seating is limited.