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Smart Strategies for Right-Sizing

Smart Strategies for Right-Sizing

March 10, 2025 9:30 AM - 11:30 AM
https://tinyurl.com/4rsba4he
Zoom

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 Specialist

Moderator: Walt Heil, Room Real Estate

Location: Zoom
Register ($10 members, $20 nonmembers)

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