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January 31
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  • 31
    January 31, 2024

    Guiding Your Clients Through Downsizing

    9:30 AM-11:00 AM
    January 31, 2024
    SCCAR Office
    2525 Main Street, Soquel, CA

    Adapt to evolving lifestyles by ensuring you have the tools to assist your clients or yourself in making a well-informed shift towards right (or down) sizing. Discover proactive strategies for assisting in lifestyle changes, covering everything from trusts and tax implications to assisted living.  Join us for a comprehensive panel to answer all your questions.

    Panelists:

    Personal Family Lawyer, Ashley Thompson
    Estate Liquidation, Sammy & Ronnie Castellon
    CPA, CVA, Thomas Castillo
    AEGIS Marketing Director, Jennifer Andronico
    Reverse Mortgages, Brooke Sqyures     

    Moderator: Walt Heil

    Register
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