Downsizing Done Right: Legal, Financial, & Practical Strategies

**Community Event***
Downsizing Done Right: Legal, Financial, and Practical Strategies

You, your customers, or clients thinking about downsizing your home? Whether you're planning for retirement, simplifying your lifestyle, or making a strategic move, this panel will cover everything you need to know to do it right. Our experts will discuss legal considerations, financial implications, and practical tips to help you transition smoothly while maximizing value.

Join us as we hear from:

• Dawn Block- SRES^® a seasoned real estate professional, sharing insights on selling, buying, and finding the right home for your next chapter.

• Heather McCollum, an estate planning attorney, covering the legal aspects of downsizing, including contracts, protections, and how to avoid common pitfalls.

• Thomas Gaudio, a financial advisor, offering expert guidance on budgeting, asset management, and strategies to maximize financial security during a move.

• Nicole Wozniak, CRP, a relocation professional, sharing how to help loved ones to right size their belongings, tips to ease the transitional stress of a move, and partner with a provider for an auction or estate sale.

Learn how to safeguard your investments, streamline the process, and make informed choices for a stress-free transition!