Downsizing Event 2025

Hosted by Truen Group

Coffee & Light Pastries Provided

If you're thinking about downsizing in the next 1 to 5 years, this event is for you. Or maybe you're helping a parent or family member navigate this important transition. Either way—early planning is key.

We understand that downsizing is more than just a move—it’s a major life shift. That’s why we’re bringing together local experts to help guide you through the financial, emotional, and logistical decisions involved.

Who Should Attend?

• Anyone who may be considering a move in the next 1–5 years.

• Anyone supporting a parent or loved one through a future transition.

What You’ll Learn:

• How to evaluate senior living or downsizing options and select a community that aligns with your lifestyle, care needs, and financial goals.
• The key financial, legal, and insurance professionals to consult—and when to involve them.
• Which home updates offer the best return on investment before putting your property on the market.
• Why beginning the decluttering and right-sizing process early can save you time, money, and emotional stress.
• How proactive planning allows you to stay in control and make confident, informed decisions about your future.

Meet the Experts:

Lisa Bevens | Home to Sweet Home – Senior Living Experts

Lisa and her team provide full-service support for downsizing, including floor planning, organizing and right-sizing, packing and move coordination, unpacking, and final clean-up at your prior home. She’ll share how their step-by-step approach helps make moving simpler, less stressful, and more empowering.

Mike Orne | State Farm Insurance – Mike Orne Insurance Agency, Andover

With decades of experience and recognition as a top agency in Anoka County, Mike will walk you through the insurance considerations that matter most during this stage of life—from protecting your assets to preparing for a smooth transition before and after your move.

Chris Stanton | Klemp & Stanton, Attorneys and Counselors at Law

Chris specializes in estate planning and asset preservation. He’ll provide insights on wills, trusts, and tools like limited partnerships—so you can make informed decisions that align with your values and financial goals.

Reserve Your Spot Today

Space is limited. Save your seat now for this no-pressure, high-value event. Come enjoy great coffee, light refreshments, and honest advice from people who truly care about helping you prepare for your next chapter.

This is an in-person event.