Planning for the Future - Senior Living Options & Real Estate Planning
Schedule
Fri Oct 04 2024 at 01:00 pm
UTC-04:00Location
44 Nook Road,Plymouth,02360,US | Plymouth, MA
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Are your housing needs changing? Join us to learn more from Plymouth's only Certified Real estate Planners!Planning For The Future and Beyond - Join us for an informative panel and get answers to these common questions:
❓ What can be done to make my current home safer for me as I age?
❓ How will I know when it's time to move?
❓ How do I protect my home or investment properties from unnecessary taxes, legal fees,
and liabilities?
❓ What are my living options as I age?
❓ How do I create generational wealth and pass on a legacy now?
Dan Gervais is a Certified Real Estate Planner and Plymouth local who has helped hundreds of locals to either downsize or create a plan to make sure their home can safely meet there changing needs. The Gervais Group has the knowledge, training, and experience to compassionately guide real estate owners in ways to preserve generational wealth, minimize taxes, and facilitate the goals of their families .
Dan will be joined by a panel of special guest speakers including:
Jim Monti is the Principal and Owner of Oasis Senior Advisors covering Plymouth, Cape Cod, the Southcoast and the surrounding areas. Jim is a Certified Senior Advisor and a Certified Dementia Practitioner with a passion for helping the senior community. At Oasis, Jim makes the very complicated process of selecting a senior living option manageable. Every older adult has different needs, interests, activity levels and budgets and there’s no one-size-fits-all solution. With a combination of Jim's expertise and Oasis' proprietary OasisIQ technology, he is able to serve senior's by providing a short list of senior living communities that are truly the best fit based on their individual situations.
Rebecca S. Spinner is a dedicated attorney with a passion for serving her community in Plymouth and the surrounding areas. Learn how she empowers clients to achieve their goals as an associate attorney with the Estate Planning & Elder Law firm of Surprenant & Beneski, P.C.
Advanced registration is required as space is limited.
We look forward to seeing you there!
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Where is it happening?
44 Nook Road,Plymouth,02360,US, United StatesEvent Location & Nearby Stays:
