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Guiding Your Clients Through Downsizing

Guiding Your Clients Through Downsizing

January 31, 2024 9:30 AM - 11:00 AM
http://tinyurl.com/45y96csh
SCCAR Office
Phone:831-464-2000
Website:http://www.mysccar.org
Address: 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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