Stress-Free Downsizing

For a lot of us, the need to downsize is not a fad or a life choice, it’s a necessity. As the circumstances of our living situations change with age, it just makes sense to downsize, get free from clutter and align our finances to a better "new normal". Attend this workshop to hear from experts who will guide you on: best practices of preparing for a home sale, sorting your stuff, selecting a new living situation, adjusting your estate plan, protecting assets and having the right documentation in the right places.

Realtor Greg Weinberger of RE/MAX Results will explain how to prepare for a move, decluttering the non-essentials, and key factors for picking your next home.

John Tetzloff, Director of Sales for Catholic United Financial will direct a conversation on making or changing an estate plan after the sale of a home, protecting and passing on assets, and having the right documentation in the right places.