Custom Workshops

Design a Custom Presentation for your Group or Event: Here's your opportunity to create the perfect presentation for your group or event.

 

Below you will be a list of topics with time duration for each topic. Select the number of topics that fit into your time requirements.

 

Intro, Outro and Q&A

(15 minutes)

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Planning your perfect future  

(15 minutes)

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Evaluating where you stand today  

(15 minutes)

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Taxes and Capital Gains Taxes  

(15 minutes)

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Estate Planning and Legal Issues  

(15 minutes)

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Financial Planning - Cash Flow  

(15 minutes)

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Reverse Mortgages  

(15 minutes)

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Selling Investment Properties  

(15 minutes)

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Home Safety Services  

(10 minutes)

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In-Home Care  

(10 minutes)

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Downsizing  

(15 minutes)

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Real Estate 101 

(30 minutes)

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Buy 1st or Sell 1st? 

(15 minutes)

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Sell it or Rent it? 

(15 minutes)

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New Home Developments  

(5 minutes)

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Exploring Other Areas to Live  

(30 minutes)

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Reverse Mortgage Purchasing 

(5 minutes)

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Costs of Staying vs. Going  

(5 minutes)

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Pros and cons of Seniors Communities  

(15 minutes)

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Panel of Experts

(from top communities)  

(60 minutes)

 

Break (TBD)

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If you don't see a topic that you would like Brian to cover, please ask.