2024
Senior Transitioning
Planning Ahead for Your Next Move
April
24
6 pm – 8 pm
Hosted By
Spencer Schumacher
Spencer Real Estate Group
Edgewood College
Anderson Auditorium
(Predolin Hall)
1000 Edgewood College Dr
Madison, WI 53711
Discussion Topics
- Why you should have a plan and what can happen if you don't
- Downsizing tips and different housing options to consider
- Local independent living communities
- Estate Planning: Wealth transfter strategies, asset organization, and Powers of Attorney
- Financial Planning: Retirement income investments and distributions
- Real Estate: Finding your next home, getting ready to sell, and staging tips
Speakers
Dave Muehl, CFP
Canopy Wealth Management
John Haslam
Wilson Law Group
Jasmine Vlassek
Middleton Glen - Independent Living
Michelle Lindauer
Home Again Senior Moving Services
Debbie Lea
Showcase Home Stagers
Spencer Schumacher
Spencer Real Estate Group
Let Us Know You're Coming!
This event is FREE! Registration is appreciated, but not required to attend.
