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Downsizing and Transitioning to the Next Phase

Downsizing and Transitioning to the Next Phase
. Please Note --> This is a Past Event!! .

Date: 1/16/2018
Time: 1:00 PM TO 3:00 PM

The Original Brooklyn Water Bagel Co.
2250 N Federal Highway
Boca Raton, FL 33431


Phone:
954-540-2595


Event Description: FREE SEMINAR FOR RETIREES: Light refreshments served at Brooklyn Water Bagel Know Your Options to Prepare for the Future: Have you ever wanted to ask a realtor questions—like when is the best time to sell; an estate sales person what your valuables might be worth; trust and final document questions to an attorney? Do you know the difference between a rental senior living community and a buy-in CCRC, or what’s included in independent living versus assisted living? This is your chance to ask these important questions and learn from local experts! Learn about the components of transitions in aging: senior living choices, long term care insurance; wills, trusts and other documents everyone needs to have in place; downsizing, selling and preparing to make a move. Learn from experts in the retirement field: Candy Cohn, CSA, Oasis Senior Advisors South Florida Tina and Harvey Segal, The Estate Settlers Samantha Tenzer-Friedman, Keller Williams Realty Luxury Homes Barry Siegel, Esq., The Siegel Law Group Michael R. Teller, CLTC, CSA, Center For Long Term Planning RSVP:? Candy Cohn, Oasis Senior Advisors South Florida ccohn@youroasisadvisor.com, 954-540-2595


Directions:
The Original Brooklyn Water Bagel Co. 2250 N Federal Highway Boca Raton, FL 33431


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