- 09March 9, 2025No events
- 10March 10, 2025
Smart Strategies for Right-Sizing
Smart Strategies for Right-Sizing: Guiding Clients Through Life Transitions
Stay Ahead of Life’s Changes! Equip yourself with the tools to confidently guide clients—or yourself—through the right (or down) sizing journey. From trusts and tax implications to assisted living, our expert panel will share proactive strategies for seamless lifestyle transitions. Don’t miss this chance to get your questions answered!
Speakers:
Shelli Strahle, Estate Attorney with Strahle Legacy Planning law offices
Jennifer Andronico, Marketing Director at Aegis Living in Aptos
Sammy & Ronnie Castellon, HammyDownzVintage, Estate Liquidation
Brooke Squyres, LongBridge Financial, Reverse Mortgage SpecialistModerator: Walt Heil, Room Real Estate
Location: Zoom
Register ($10 members, $20 nonmembers) - 11March 11, 2025No events
- 12March 12, 2025No events
- 13March 13, 2025
Tour Marketing Meeting
SCCAR Office & Zoom2525 Main Street, Soquel, CAJoin fellow members at our office for our weekly Tour Marketing Meetings! Showcase your listings, explore current and upcoming market offerings, share your needs, and connect with familiar faces.
Although virtual attendance is an option, we highly recommend joining us in person for the best networking experience—and because it’s simply more fun!To attend virtually, please register. No registration is required for in-person attendance.
- 14March 14, 2025No events
- 15March 15, 2025No events
