The One Event Every Senior (and Their Kids) Should Have on Their Calendar!

Helping seniors & families navigate downsizing, home decisions, finances, estates and next steps with trusted experts, all in one room.
About this Event

If you're a senior in our community, or you're the son, daughter or caregiver of one, I want to personally invite you to something I think could genuinely change how your family handles one of life's biggest transitions!

On September 22nd at 6:00 pm, I am hosting a FREE education session that brings together a realtor, a home inspector, a real estate lawyer, a mortgage broker and a Certified Executor Advisor - ALL in one room - ALL focused on one thing:

Helping Seniors and their families navigate the decisions around home, money and legacy with clarity and confidence!

Here's why I think this is worth you spending 2 hrs of your evening with us!

The Questions Nobody Quite Knows Who to Ask

So many of the families I work with are quietly carrying the same worries:

"Is it time for us to downsize, or should we stay?"

"What actually needs fixing before we even think about selling?"

"Do we have power of attorney in place? Do we even know what that means?"

"Is a reverse mortgage a smart option, or a trap?"

"If something happens, does the will actually cover the house?"

"If I'm named executor, do I actually know what that job involves, or how to get through probate without it becoming a nightmare?"

"How do we manage our "stuff". Sell, giveaway, move, keep?"

These aren't small questions. They're the questions that - when left unanswered - turn into stress, family conflict and costly mistakes made under pressure, usually at the worst possible time.

This event exists so you can get REAL answers, in advance, from real experts with ZERO obligation and ZERO sales pressure.

What You'll Actually Walk Away With:

This isn't a lecture.

It's a practical, plain-language walkthrough of the entire journey. BEFORE you need it.

• From me, you'll learn how to know when the time is right to downsize, staging tips, market updates, what's actually worth doing to a home before selling - and how to make the process as low-stress as possible - for a family that's lived in the same home for decades. I can help with the question of "where do we go next" - as well.
• From our home inspector, you'll hear what commonly gets flagged in older homes and more importantly, what's genuinely worth fixing in advance versus what you can simply disclose and price around.
• From our mortgage broker, you'll get a clear, honest breakdown of how reverse mortgages actually work, whether unlocking home equity makes sense for your retirement and what financing looks like when buying something smaller. Bridge Financing options will be covered as well.
• From our lawyer, you'll get the plain-English version of power of attorney, what happens to a home that's part of an estate, and why "we'll figure out the will later" is one of the costliest sentences in estate planning. Closing costs and process will be reviewed as well.
• From our Certified Executor Advisor, you will learn about support available to help sort, declutter and help decide what to keep, sell, donate, or discard. Resources available to help pack everything, coordinate the move and unpack/organize at the new home. Plus expertise available to run a sale, auction or consignment process to sell remaining items if necessary.

Why This Matters for Adult Children Too!

If you're the adult child reading this, please don't sit this one out.

So much of the anxiety and conflict that happens around aging parents and homes comes from information nobody had in time. This event is your chance to sit beside your parents, hear the same information at the same time and start the conversation together - instead of scrambling for answers during a crisis.

Whether you attend with your parents - or come on your own to bring the information back to them - you'll leave with a clearer picture of what questions to ask - and what steps to take...long before you actually need to take them.

This event is free, it's judgment-free and it's built specifically so you leave with answers, not more questions!

Mark your calendar for 6 pm on September 22nd. Bring your questions. Bring your parents OR your kids. I'll see you there.

Royal Lepage Benchmark Atrium - light refreshments and snacks provided. Sept 22, 2026 - from 6:oo pm - 8:00 pm

RSVP to [email protected] or call 403-875-6116