Stay or Go Homeowner
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. As we age, the outcome of our decisions become extremely critical. What factors determine if you should stay in your home or make a transition to a new home?
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Topics
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3:35 - Transition Choices and Options
4:45 - Three Basic Options
5:50 - The importance of making good decisions
7:30 - The big picture, a Holistic view and strategy
12:25 - Evaluating where you stand, today
16:05 - Where are you going? Vision of the future
21:30 - CAN you get to where you want to go?
24:15 - Preparing to meet with a financial planner
26:19 - Option 1: Ageing in place
31:00 - Option 2: Retirement communities
35:23 - Don't wait too long to decide
42:24 - Great things about both options
44:18 - Questions to ask yourself
46:13 - In a nutshell, Presentation wrap up
Feel free to contact Brian for further questions or to schedule a live presentation for your group at the location of your choice.
Upcoming Webinars
March 14
(11AM - 12PM)
Saratoga Retirement Community Presents: Should I Stay or Go? - How to Decide
March 21
(2PM to 3pm)
Sunny View Presents: Should I Stay or Go? - How to Decide
March 29
(11AM - 12PM)
Stay Or Go Homeowner Presents: Should I Stay or Go? - How to Decide
