- This event has passed.
Rightsizing Lunch n’ Learn Event: Freedom to Live a Good Life Now
April 28, 2022 @ 11:30 am - 1:30 pm
Join us for a tour and presentation to learn about the financial benefits of moving to a senior living community.
Financial Advisor, Tru Wealth Stewardship
Maximizing your True Wealth
- What is your vision of today?
- What is your vision of the future?
- How to balance your vision with your balance sheet
- Insights on the current housing market
- Inexpensive ways to increase your home’s value
- Timeline from listing to closing
Owner, Designing Moves
- What is the ideal time for downsizing?
- What do I do with my stuff that isn’t moving?
- Tips for getting started downsizing on your own
- Importance of having a floor plan done for your new home