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


Phone: 408-866-2146

Stay Or Go Homeowner:

Class Description: Deciding whether to stay in your home or make a transition to a new home may be one of the most important decisions you’ll make in your lifetime.  There are many pieces to your stay or go puzzle and one wrong choice could possibly cost you thousands of dollars.  This class will help homeowners decide if they should stay or go.  You will learn how to evaluate where you stand, calculate your capital gains taxes, what to do should a co-owner pass, creative cash-flow ideas, downsizing, real estate 101 and much, much more.

Class Dates: Thursdays on 1/24/19, 1/31/19
from 2pm-4pm, room Q84

Class Dates: Thursdays on 4/11/19, 4/25/19
from 2pm-4pm, room Q84

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Stay or Go WHERE?

Class Description: Silicon Valley enjoys gorgeous weather, unlimited activities and plenty of jobs for all.  Unfortunately it’s also expensive, congested, and a bit different than it used to be.  If you could find another place to live that was affordable, had comparable weather, offered good health care and transportation, would you consider relocating?  This workshop will introduce you to other areas that are comparable to Silicon Valley.  In addition, we will cover topics like creative buying/selling/renting of real estate, the costs of staying vs. going, the pros and cons of community living, and planning your perfect future.

Class Date: Thursday on 2/28/19 from 1:30pm-4:30pm, room Q84

Workshop Date: Saturday, 3/2/19 from 9:30am-12:30pm, room Q84

Class Date: Thursday on 5/2/19 from 1:30pm-4:30pm, room Q84

Workshop Date: Saturday, 5/4/19 from 9:30am-12:30pm, room Q84

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Myths of Retirement Living

Class Description:  “I’ve heard the stories about those places..  What’s so great about living at retirement community anyway?  I love my house and it’s cheaper and easier to just stay put.”   This workshop will dispel all of the myths surrounding retirement communities and show you what it’s like to live on a cruise ship on land.  A panel of experts from the top retirement communities in the area will answer all of your tough questions without the sales pitch. 

Class Date: Thursday, 3/28/19 from 2pm-4pm, room Q84

Class Date: Thursday, 5/30/19 from 2pm-4pm, room Q84