Because downsizing is so much more than moving from a big house to a smaller one.
In theory it doesn't sound like such a big deal. People move and downsize all the time. But when you start to break it down, it becomes clear that there are many more details to address than one might think. Clearing the clutter (what needs to go?), getting rid of unneeded furniture (where to donate?), fixing that leaky gutter (who should I call?), etc.
Because what you don't know can hurt you.
Having a team of professionals in your corner is important. Having people who can foresee the possible headaches and head them off at the pass is invaluable to your peace of mind. Attorney Carl Toumayan, Senior Loan Officer Allyson Kreycik, CPA Peter Boalri and REALTOR® Steve McKenna will make sure you don't go it alone.
Because Rome wasn't built in a day.
It takes time to plan a move, but moving from the family home requires more than just moving boxes. If you are downsizing, chances are you have been in your house for quite some time and family memories are everywhere. It is important to allot appropriate time for the process of cleaning, preparing to move and finding a new place to move in to.
Because it doesn't have to be daunting.
How do you eat an elephant? One bite at a time. Having a well-thought out plan in place takes the stress out of the question, "What do I do now." Estate planning, tax implications, market conditions, financing - these are all seemingly overwhelming at first glance. But working with the right team can turn 'daunting' into 'smooth and seamless.'
Because you're hungry.
At the end of the day, who doesn't love a free lunch. And free advice and information too? The question isn't why you should attend, but why wouldn't you? See you there.