Downsizing should leave you Overjoyed, not Overwhelmed.
January 2023: Downsizing Made Easy
5 Easy Steps Fo A Successful Move Or To Simplify Your Life
February2023: Looking for Help Navigating Prop 19?
Proposition 19 (February 16, 2023)
Speaker: Jordan Z Marks. ESQ, Assessor/Recorder/County Clerk
April Seminar Video: Scams, Swindles, Fraud & Cons
Scams; Be on the lookout! (April 13, 2023)
Speaker: Scott Pirrello, Deputy District Attorney
Living To 100: A New Paradigm
Living To 100: A New Paradigm - Getting more out of life...regardless of your age
Guest Speakers:
Kristi Martinez-Stout (Anytime Fitness Encinitas)
Jonathan Schwartz (Partner in Aging)
Ric LeVander (Legacy Coach)
Legal, Tax & Financial Issues How to Avoid Common Challenges
Panelist:
Joe LeBlanc, EA, CFP®,
Merwyn J. Miller, Estate Planning Attorney
Hosts/Moderator: Ric & Christie LeVander, Downsizing Coaches & Realtors
Legal, Tax & Financial Issues How to Avoid Common Challenges
Panelist:
Joe LeBlanc, EA, CFP®,
Merwyn J. Miller, Estate Planning Attorney
Hosts/Moderator: Ric & Christie LeVander, Downsizing Coaches & Realtors
Reverse Mortgages 101: To Age in Place or Buy a New Home
What They Are, and What They Aren’t
What They Can Do, and What They Can’t
We’ve all heard about reverse mortgage loans. They receive plenty of media coverage – most
of us have seen them advertised, with famous and well-respected actors touting the potential benefits. But few of us fully understand what a reverse mortgage is (or what it isn’t), what
the pros and the cons are, or how this type of loan can be incorporated into our financial
and estate plans.
Senior Living Education Series
Monthly at the Encinitas Community and Senior Center, 1140 Oakcrest Park Dr, Encinitas, CA 92024
Register (760) 502-7372
Copyright © 2023 Senior Living Education Series - All Rights Reserved.
Powered by GoDaddy