Stay Or Go Homeowner cover the following topics:

– Evaluating where you are and where you’re going
– Taxes and Capital Gains

– Estate Planning
– Financial Planning
– Planning for incapacity using Medi-Cal strategies

– Reverse Mortgages and investment property strategies
– In Home Care & Home Safety, Security and Upgrades
– Seniors Communities (the pros and cons)
– Real Estate 101

– Downsizing, or better yet, RIGHT-Sizing

Class Location, Days and Times

Campbell Community Center

1 West Campbell Ave.  Campbell, Ca. 95008
Classes are held in room Q84.

Classes are held on Thursday afternoons for 8 weeks 
from 2:00PM-4:00PM

CALL TO REGISTER

Phone: 408-866-2146

2018 Session 1 Dates:
1/25, 2/1, 2/8, 2/15, 3/1, 3/8, 3/15, 3/29


01/25/18: Class Intro & Evaluating where you stand
02/01/18: Taxes and Estate Planning   
02/08/18: Financial Planning and Medi-Cal Strategies
02/15/18: Reverse Mortgages & Investment Properties    
03/01/18: Home Safety and In-Home Care
03/08/18: Seniors Communities (Panel of Experts)
(Los Gatos Meadows, Sunny View, SRC, Terraces of LG) 
03/15/18: Real Estate 101
03/29/18: Rightsizing your life and your belongings

2018 Session 2 Dates:
4/12, 4/19, 4/26, 5/3, 5/10, 5/17, 5/31, 6/7

04/12/18: Class Intro & Evaluating where you stand
04/19/18: Taxes and Estate Planning   
04/26/18: Financial Planning and Medi-Cal Strategies
05/03/18: Reverse Mortgages & Investment Properties    
05/10/18: Home Safety and In-Home Care
05/17/18: Seniors Communities (Panel of Experts)
(Los Gatos Meadows, Sunny View, SRC, Terraces of LG) 
05/31/18: Real Estate 101
06/07/18: Rightsizing your life and your belongings