Seminars on real estate for Vermont seniors

Do you work with senior customers? Would you like to provide them with helpful information on their next step? We’re here to help! We are experts in our field and take pride in teaching topics below to help Vermont seniors navigate the world of real estate and transitioning to the next step. Seminars are offered at no cost to your clients and can help change lives. Contact us to set up a seminar at your location.

Tax, Legal, And Financial Issues That Impact Home Sellers

Property transfers can be complex. More times than not, families try to solve these problems during a crisis, but creating a contingency plan in advance is a far better way of dealing with potential pitfalls. 

Senior Scams

Learn more about the latest scams concerning home improvement, insurance, medicare, telemarketing, real estate, and more. Don’t be caught off guard.

Transportation: Challenges & Options

Not sure what you’re going to do if you can’t drive anymore? Come learn about all the transportation resources available in our community.

Trusts, Wills, and Taxes...Oh My!

Learn about the tax, legal and financial documents necessary for handling your estate and home sale. Expert panelists will discuss the facts regarding trusts, wills and how to avoid probate and guardianship.

Home: A Symbol of Self

A psychological and spiritual understanding of what home means to us. Learn how our home and possessions reflect who we are and how this understanding leads to transformation into new, positive possibilities.

Assisted Living Options – What They Are and Are Not

New assisted living options are available around every corner in our Vermont communities and across the country. But what are they exactly?

Downsizing Your Home and Rightsizing Your Life

If you are considering making a move, now or in your future, you owe it to yourself to be prepared. Simplify your life with simple downsizing strategies. You will learn: where to begin, who to call for help, what to do with all the extra stuff, and more.

Understanding Continuing Care Retirement Communities

Choosing a retirement community is not always easy. There are many sizes, prices and amenities to choose from. During this seminar, questions about continuing care and life care options will be answered.

Selling Your Home In Today’s (Shifting?) Market

Selling a home you have lived in for decades can seem like a daunting task, but it doesn’t need to be so overwhelming. Whether you are planning to sell this month or in a few years, do your homework now and be prepared!

Aging In Place – AKA Stayin’ Put!

Whether you choose to ‘stay put’ in your current home or move to one more manageable, if you are 62 or older, you have options – lots of them! The challenge: knowing which options are right for you!

Estate Liquidation Strategies – Get Rid Of Your Stuff

Selling that excess “stuff” isn’t what it used to be. Finding out what things will sell and for how much requires research and experience and that’s only the beginning. Get your estate liquidation questions answered at our free seminar.

Contact us to learn more or schedule a seminar