Zoom

The first in our SCCP series will discuss how to prepare fora disaster. In light of the devastating fires in Los Angeles, many of us are wondering if this could happen to our community once again. Learn how to prepare yourself, your family, and your neighborhood before a disaster strikes. Valuable tools and tips will be discussed with time for questions and answers.

Speakers:

Wanda Vollmer is the Founder and CEO of Peace of Mind Preparedness, who provides education programs on disaster readiness for families and businesses on the Central Coast

Chris Gordon founder of GEODisclosure. Chris founded his NHD business, GeoDisclosure, in 2000 and has over 23 years of experience in Natural Hazard Disclosure reporting.

NOTE: This class, as with all SCCP classes, can be taken independently from the series. Register (members $20, nonmembers $30)

Class will be held on Zoom only.

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)