The Next Chapter: A Family Conversation About Home, Money & Planning

A free conversation for older adults and their families about housing options, financing, estate planning, and ownership.
About this Event

Is the family home still the right fit? Whether you’re thinking about staying, simplifying, moving closer to family, or helping a parent explore their options, join us for a free, practical conversation about housing choices, financial options, and planning ahead. You don’t need to be ready to move to benefit.

With the holidays approaching, many families will gather and begin talking about what comes next. This event will help you prepare for those conversations with clear information and greater confidence, while keeping the older adult’s wishes at the center.

Rather than separate presentations, our panel will walk through one family’s story together. A longtime homeowner wants less upkeep, an adult child suggests moving closer, and the family isn’t sure whether to stay, sell, or combine households. Each professional will explain what they would help this family consider.

You’ll leave knowing:

• Your options: how staying, downsizing, relocating, or sharing a home compare for your needs and preferences
• What to prepare: the financial, estate, and ownership questions to address before a transition
• How to start the family conversation: how to discuss preferences, responsibilities, and next steps together

Every attendee receives a simple planning worksheet to take home.

Meet the panel:

• Traci Johnson, Realtor with Compass and Certified Senior Advisor (CSA): housing choices, lifestyle needs, and coordinating a sale or move
• Tina Del Casale, Senior Mortgage Lender with Waterstone Mortgage: reverse mortgages and alternatives, their tradeoffs, and the questions to ask
• Scott Sweitzer, Attorney and President of Prime Estate Planning: planning for changing needs, who can act on your behalf, and how housing decisions connect with your estate plan
• Joseph Bruno, Title Attorney with Universal Title: how your home is titled, potential obstacles to a sale or transfer, and what to resolve early

Adult children and family members are encouraged to attend together. Please register each person attending. Refreshments and light bites will be provided.