Retiring Smarter: The Retirement + Housing Blueprint
About this Event
Retiring Smarter: The Retirement + Housing Blueprint
Housing decisions and retirement planning should never happen in isolation.
Join CrossCountry Mortgage, Aura Legacy, and Kajko, Weisman & Colasanti, LLP for an educational conversation designed to help you see how your home, finances, and retirement strategy fit together.
As you approach or navigate retirement, decisions around your mortgage, home equity, income, investments, taxes, and Medicare can have a lasting impact on your financial picture. This event brings together professionals across mortgage lending, financial planning, and real estate law to explore those connections and help you make more informed decisions for the years ahead.
What We’ll Explore
During this conversation, we’ll discuss:
- How today’s mortgage and housing decisions can affect your retirement strategy
- Ways to think about your home and home equity as part of your broader financial picture
- Retirement income considerations and how different income sources may interact
- Medicare and IRMAA considerations that can influence healthcare costs in retirement
- Tax and investment considerations when planning for the transition into retirement
- Legal considerations surrounding real estate, buying, selling, and planning for what comes next
Light bites and refreshments will be provided.
Meet the Host
Hosted by Keira F. Gibson | Kajko, Weisman & Colasanti, LLP
Partner
Keira is a real estate attorney who helps clients navigate the legal complexities of buying and selling real estate with clarity and confidence.
Meet the Speakers
Mona Wong | CrossCountry Mortgage
VP of Sales | Producing Loan Officer | NMLS19615
Mona brings deep mortgage expertise and local market insight to help attendees better understand their financing options and how today’s housing decisions can support tomorrow’s retirement goals.
Gretta Zutz | Aura Legacy
Financial Services Executive
Gretta works with individuals and families to align financial decisions with long-term goals, bringing a holistic perspective to retirement income, investments, and tax strategy.
Mari Delgado, CFP® | Aura Legacy
Private Wealth Advisor
Mari works closely with clients to develop personalized retirement strategies integrating income planning, Medicare, investments, taxes, and risk management.
Whether retirement is approaching or already underway, this conversation is designed to help you better understand how the pieces of your financial and housing decisions connect—so you can move forward with confidence today, options tomorrow, and a legacy that lasts.
Where is it happening?
Event Location & Nearby Stays:
USD 33.85 to USD 49.87
