Planning For The Future & Beyond Seminar

Planning For The Future & Beyond Seminar

Come join us at the Carillon Senior Living Community-Windsong Building for an informative seminar on Planning for The Future and Beyond! Whether you're thinking about downsizing, estate planning, or just want to be prepared for whatever life throws your way, this event is for you. Don't miss out on this opportunity to gain valuable insights and tips for planning ahead. The seminar is in the Wilson Loft. 2nd Floor of the Windsong Building.

What you will learn!

1. What are the Legal Documents I need for Planning for The Future & Beyond?
2. Proactive and Reactive perspectives
3. How will I know when its time to move.
4. What are my living options?
5. What should I do with my home?
6. What can I do with my rental properties?
7. How can I protect my home and rentals?
8. How can I pass on a legacy now?
9. When should I start planning?

Who are the Seminar hosts?

1. Kristen & David LaFreniere-Vander-Plas LaFreniere Law Firm, PLLC
2. Kami Shore-Sales Director for Carillon.
3. Jim Harris- REALTOR®-Senior Real Estate Specialist. Keller Williams Real Estate Planner
4. Catherine Key- Mortgage Lender-Alliance Credit Union
5. Courtney Henson-Hart Moving & Storage. Moving and downsizing professional

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