Smart Moves: A Downsizing and Decluttering Seminar

Life can be overwhelming. There's too much house to clean, too much stuff to deal with, too many financial decisions ... let's work it out!

About this Event

Downsizing can mean many things. It could mean decluttering your personal items, selling your current home and finding something more manageable, streamlining your finances, or many other minimizing efforts.

We all have things we wish weren't so cluttered, so jumbled. Come join us as we talk to a Realtor®, a Financial Advisor, and a Professional Organizer and Mover to see if we can find ways to enhance your current situation to work for you. Instead of you working to make it work.

Join us for a coffee and breakfast and let's see what we can help you achieve!

Agenda


🕑: 09:00 AM - 09:20 AM
Meet and Mingle with Breakfast!

Info: Check in and grab some coffee and pastries and get ready to learn about Downsizing!

🕑: 09:20 AM - 09:30 AM
Meet Your Speakers

🕑: 09:30 AM - 09:50 AM
What Your Home Can Give Back If You Can Let Go
Host: Louisa Kleto - NC Realtor®

Info:

What is involved in listing a home? Let's go through the steps and how we can showcase it to it's finest and get the best price. Using that equity, what are the next steps? Let's work through them together.

🕑: 09:50 AM - 10:10 AM
Equity and What It Can Do For You
Host: Matthew McDonough - Financial Advisor

Info: Our seminar will guide you through strategic reinvestment in real estate, understanding the tax implications, and smart savings and investment options. This session is designed to help you make informed decisions to maximize your newly unlocked equity.

🕑: 10:10 AM - 10:30 AM
Deciding What Is Important
Host: Chris Riddle - Professional Organizer

Info: Feeling overwhelmed but want to declutter? Learn some tips on how to downsize and the benefits of getting it done.

🕑: 10:30 AM - 11:00 AM
Q & A

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