ho·lis·tic  - adjective
Definition: characterized by comprehension of the parts of something as intimately interconnected and explicable only by reference to the whole.

As we age, the outcome of our decisions become more critical.  Retirees over 65 who are contemplating just one more home transition must consider a wide range of topics before deciding to sell their home.  

In this 30 minute presentation, you will learn how the areas of your: finances, health, family, trust, and real estate are all interconnected.  You will evaluate where you currently stand, envision your future and learn about some of the most important red flags to watch out for.    


This is a precursor to the Stay Or Go Homeowner Workshop.

Feel free to contact Brian to schedule a live presentation for your group at the 
location of your choice
or request free video access.