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)

Planning your perfect future  

(15 minutes)

Evaluating where you stand today  

(15 minutes)

Taxes and Capital Gains Taxes  

(15 minutes)

Estate Planning and Legal Issues  

(15 minutes)

Financial Planning - Cash Flow  

(15 minutes)

Reverse Mortgages  

(15 minutes)

Selling Investment Properties  

(15 minutes)

Home Safety Services  

(10 minutes)

In-Home Care  

(10 minutes)

Downsizing  

(15 minutes)

Real Estate 101 

(30 minutes)

Buy 1st or Sell 1st? 

(15 minutes)

Sell it or Rent it? 

(15 minutes)

New Home Developments  

(5 minutes)

Exploring Other Areas to Live  

(30 minutes)

Reverse Mortgage Purchasing 

(5 minutes)

Costs of Staying vs. Going  

(5 minutes)

Pros and cons of Seniors Communities  

(15 minutes)

Panel of Experts

(from top communities)  

(60 minutes)

 

Break (TBD)

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

Brian Schwatka

Realtor & Transition Specialist

Agent DRE# 01426785

Broker BRE# 01526679

No Strings Attached. Let's Chat.

16780-A Lark Ave.

Los Gatos, Ca. 95032

Brian@StayOrGoHomeowner.com

Cell/Text: 408-499-9561

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