Senior Solutions: Meet the Experts Series

Join Badgley Homes for the launch of our Monthly Luncheon Series, a welcoming and informative gathering created to support seniors and those who serve them as they transition into the next chapter of life.

Rather than focusing solely on senior living, this series takes a broader, more thoughtful approach—covering the financial, lifestyle, and practical decisions that often come with selling a home and planning ahead. Senior living may be part of the conversation, but it’s only one piece of the bigger picture.

Each month will feature a new topic and trusted industry professionals, with time for learning, conversation, and connection over lunch.

March's Presenters: S.R. Schill & Associates

Focus: Investing the Proceeds of the Sale of a Home & Addressing Capital Gains

Selling a longtime home often comes with significant financial questions. This month’s session will focus on:

• What happens financially after the sale of a home
• Understanding and planning for capital gains
• Strategies for investing proceeds in a thoughtful, tax-aware way
• How to align financial decisions with lifestyle goals for the years ahead

Know what’s Happening Next — before everyone else does.

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Host or Publisher Badgley Homes | Senior Downsizing Specialists