Planning for the Future and Beyond

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.