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

Next class sessions begin in January of 2019

CALL TO REGISTER

Phone: 408-866-2146

In the meantime, feel free to request the class videos or a personalized Homeowner Analysis below.

 

Typical Class Flow
Week 1: Class Intro & Evaluating where you stand
Week 2: Taxes and Estate Planning   
Week 3: Financial Planning and Medi-Cal Strategies
Week 4: Reverse Mortgages & Investment Properties    
Week 5: Home Safety and In-Home Care
Week 6: Seniors Communities (Panel of Experts)
(Los Gatos Meadows, Sunny View, SRC, Terraces of LG) 
Week 7: Real Estate 101
Week 8: Rightsizing your life and your belongings