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Smart Moves Brunch: Downsizing, Investing, & Enjoying Retirement
February 25 @ 9:30 am - 12:00 pm
FREE DOWNSIZING BRUNCH & EXPERT PANEL
Smart Steps Brunch: Downsizing, Investing, & Enjoying Retirement
Join us for a complimentary brunch and an easy-to-follow expert panel designed for seniors and homeowners who are thinking about downsizing, moving closer to family, or exploring adult community living.
We’ll cover the most common questions we hear, including:
- What to consider before you sell (timing, market conditions, next steps)
- Taxes and planning considerations when selling a home
- Ways to use home equity to support your lifestyle or help family live closer
- Options for investing proceeds from a sale
- Adult community living at The Alexander (with an optional tour)
Seats are limited to 30. Registration is required.
If the event fills up, you can join the waitlist and we’ll contact you if a seat opens.