Upcoming Events

• Wed, May 05

  Webinar

  Rightsizing Part 2-How to Liquidate, Repurpose your STUFF

  If you are considering making a move – now or in your future – you owe it to yourself to be prepared.

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• Wed, Jun 23

  Webinar

  Rightsizing Part 3-Follow the Downsizing Made Easy Method

  Need help with what happens next...and in what order?

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• Wed, Jul 07

  Webinar

  Your Forever Home - Remodel, Buy or Build?

  Whether you are planning on staying put in your current home and altering your current square footage or moving on to something that better suits your long term lifestyle... there are important things to consider.

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• Wed, Aug 04

  Webinar

  Pay for Retirement with a Reverse Mortgage-Stay Put or Purchase

  Learn the facts about these loans, the myths, the rumors and the ways they can be used to stay at home or to purchase your next home.

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• Wed, Sep 01

  Webinar

  In-Home & Residential Care. Your Home. Your Choice.

  Choosing the right home healthcare, private duty home care, or other assistance may seem like a daunting task.

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• Wed, Oct 06

  Webinar

  Independent vs. Assisted Living - What's Right for Me?

  New assisted living options are available around every corner in our East Bay communities and across the country. But what are they exactly?

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• Wed, Nov 03

  Webinar

  Living with Purpose and Leaving Your Legacy

  Most people say given the option they'd prefer to die at home, surrounded by close family and friends. Yet. did you know we spend more time planning our vacations than we do our end-of-life wishes?

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• Wed, Dec 01

  Webinar

  Proper Planning Prevents Disaster - Tax, Wills, Trusts, Finances

  Come learn about the tax, legal and financial documents necessary for handling your estate and home sale.

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