Uncorked! Your Next Chapter — Free Downsizing Workshop + Wine Tasting
About this Event
You've been thinking about it. Maybe for a while now.
The house feels like too much. The kids are gone. The yard is a lot of work. And somewhere in the back of your mind, you know a move is coming — you just don't want to get it wrong.
That's exactly what this evening is for.
What's Happening
On Tuesday, June 23rd from 6:00–7:00 PM at Total Wine in Cornelius, we're hosting a free, no-pressure workshop for Lake Norman and Greater Charlotte homeowners who are thinking about downsizing in the next 6 months.
You'll hear from five local experts — all specialists in helping homeowners navigate this exact transition — covering:
- Estate & Trust Planning — what to review before you sell, so your assets are protected
- Tax & Financial Implications — capital gains, timing strategies, and what most people don't think about until it's too late
- Sorting, Reducing & Selling Your Belongings — proven systems to reduce overwhelm and sell valuables for top dollar
- Selling for the Most Money — how to prepare strategically (without exhausting yourself) and maximize your outcome
- Financing Your Next Purchase — how to buy before you sell, avoid a double move, and use downsizer-friendly loan options
And yes — there's complimentary wine while you learn.
Your Expert Panel
🏛 Carrie Lique — Managing Attorney, Protected Legal Assets Estate planning, trusts, asset protection, and legacy considerations for downsizers.
📊 Douglas Marion — Wealth & Tax Advisor, Advanced Wealth Strategies Tax planning, financial implications of downsizing, and long-term wealth strategies.
📦 Deb Siler — Chief Organizer & Downsizer Extraordinaire, Breathing Room Sorting, reducing, organizing, and selling personal belongings before a move.
🏡 Wendy Atherton & Sean Herndon — Real Estate Consultants, Winston Dane @ eXp Realty Selling luxury and lifestyle homes, downsizing strategy, and maximizing value on your terms.
🔑 Matt Doyle — Loan Officer, Guild Mortgage Financing options for downsizers and next-home purchase strategies.
What Attendees Say
"I almost didn't come, but I left knowing exactly what to do and in what order."
"This was an amazing amount of information. Thank you."
"Your team made it easy for us."
Event Details
📅 Tuesday, June 23rd ⏰ 6:00 PM – 7:00 PM (doors open at 5:45) 📍 Total Wine & More — Cornelius, NC 🎟 Free — Limited to 20 seats 🍷 Complimentary wine tasting included
This is NOT a sales pitch. There's no pressure to list your home, sign anything, or commit to anything. This is a genuine educational evening designed to give you clarity so you can make the right decision — on your timeline.
Spouses and partners are encouraged to attend together.
Seats are limited to 20. Once they're gone, they're gone. Register now to hold your spot.
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
