Planning your next move?, 18 November | Event in St Matthews | AllEvents

Planning your next move?

Senior Transition Specialists of J. Exum Group

Highlights

Tue, 18 Nov, 2025 at 04:00 pm

2 hours

Pitt & Frank

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Date & Location

Tue, 18 Nov, 2025 at 04:00 pm to 06:00 pm (EST)

Pitt & Frank

6440 Dutchmans Pkwy, Louisville, KY 40205-3352, United States, St Matthews

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About the event

Planning your next move?
Are you thinking about selling your home, downsizing, or moving in the near future? It's easy to overlook one of the most important pieces of the puzzle: your trust.

Join us for a free, no-obligation workshop where we bridge the gap between real estate and estate planning. Realtor, Amanda Russo and Attorney, Liz Lamb have teamed up to answer your most pressing questions.

Get Answers To:
"How does my trust actually affect selling my home?"
"What are the first steps to a stress-free downsizing process?"
"How can our family work with a trustee to manage the sale?"
"What are the most common financial and legal mistakes to avoid?"
"Who do we call first—the Realtor® or the attorney?" (Hint: We'll tell you!)
This is your chance to get practical advice and clear guidance from two trusted local professionals in one room.


Also check out other Workshops in St Matthews.

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Nearby Hotels

Pitt & Frank, 6440 Dutchmans Pkwy, Louisville, KY 40205-3352, United States, St Matthews
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Host Details

Senior Transition Specialists of J. Exum Group

Senior Transition Specialists of J. Exum Group

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Planning your next move?, 18 November | Event in St Matthews | AllEvents
Planning your next move?
Tue, 18 Nov, 2025 at 04:00 pm