Why Attend?

Downsizing Made Easy

Simplify your life, reduce stress, and create a living space that truly fits your next chapter.

Whether you’re moving to a smaller home, transitioning to a senior community, or simply decluttering, this seminar offers practical strategies, resources, and step-by-step guidance to make downsizing manageable — and even exciting.

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Will vs. Trust — What You Really Need to Know

Protect your loved ones, your assets, and your legacy with the right legal tools.

This session clearly explains the differences between wills and trusts so you can choose the right option for your situation. You’ll learn how to avoid probate, reduce family conflict, and ensure your wishes are carried out without the confusion of legal jargon.

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Reverse Mortgages — Using Housing Wealth to Age in Place or Move

Protect your independence and make informed choices about your housing wealth.
This session explains how reverse mortgages work and when they may help you age in place or fund a move, so you can decide what’s right for your future with clarity and confidence.​

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Thoughtful End-of-Life Preplanning to Unburden Your Family

Give your family clarity, comfort, and peace of mind during life’s most difficult moments.

This seminar helps you navigate the emotional and practical side of end-of-life planning — from healthcare wishes to final arrangements — so your loved ones won’t be left making hard decisions in a time of grief or uncertainty.

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Having the Hard Conversations Between Adult Children & Aging Parents

Support your family through life’s tough transitions with care and confidence.
This session offers practical guidance for starting honest, respectful conversations between adult children and aging parents, helping everyone move forward with clarity and compassion.

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