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Discover Santa Barbara’s Senior Living Options [FREE SEMINAR]

June 20, 2024 @ 1:00 pm - 4:00 pm

Discover Santa Barbara’s Senior Living Options and Real Estate Planning for your Senior Loved ones! Get ready for an informative and fun-filled seminar that will help you navigate these crucial choices! Join us on Wednesday, June 20th, for an engaging afternoon dedicated to Santa Barbara’s Senior Living Options and the value of a Real Estate Plan.

RESERVATIONS ARE REQUIRED due to limited seating. Light appetizers will be served.

Melissa Tierney, a dynamic Senior Advocate, SRS, and certified KW Real Estate Planner, is the keynote speaker. Melissa specializes in working with seniors and their families to build, protect, and transfer generational wealth. Her expertise and passion will energize and enlighten you on how to make the best decisions for your future. Also featuring: Karen Martin, Senior Move Manager of Curated Transitions, who will share her top tips on the dos and don’ts of downsizing.
What You Can Expect to Learn:
  • How to Build & Transfer Wealth: Keep generational wealth in the family with proven strategies.
  • Eliminate Family Disputes: Create a harmonious plan that satisfies everyone.
  • Minimize Capital Gains Taxes: Reduce financial burdens with practical advice.
  • Discover the Best Options: Evaluate and choose the most suitable downsizing, transitioning, and senior living options for your family.

This seminar is designed to be a vibrant, interactive, and supportive space where seniors and their families can gain the knowledge and
confidence to make informed decisions about their future. We understand that these choices can be complex, and we’re here to provide clear, actionable information that you can rely on.

☎️ Registration is now open for this must-attend event. To secure yourspot, please click on the Tickets link to register. For any questions,
feel free to call or text 805-456-3667.

Info: https://docs.google.com/forms/d/e/1FAIpQLSeEsHtbINvrY7kfpBaPjPuPiSPE9BE-tWra7z-nnY6Qwf0ACA/viewform

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