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Should I Stay 
or Go?

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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- Transition Choices and Options

- Many options, only two choices

- The importance of making good decisions

- How to make the best decisions for your future

- Evaluating your homeownership, today

- Envisioning your ideal future

- Educating yourself by seeking council

- Preparing to meet with a financial planner

- When should you decide?

- Don't wait too long to decide

- Thought provoking questions to ask yourself

- 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.

Morning Coffee on Terrace
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Upcoming Webinars

March 12, 2024
(11AM - 12PM)

Should I Stay or Go? - How to Decide

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