Planning Your Next Chapter: Downsizing, Estate & Lifestyle Planning

Carter Group | COMPASS

Part of the 2026 Smart Home Seller Dinner Series for homeowners planning ahead before downsizing, transitioning, or selling a home.

Compass Office in Carmel Mountain Ranch (next to Angelika)

Registrations have ended for this event, however, we'd love you to attend our next scheduled seminars!

If you are thinking about downsizing, planning for retirement, helping aging parents, or simply preparing for the future, having a plan matters.I’m hosting a complimentary educational dinner seminar and bringing together a team of trusted experts to help homeowners navigate the important housing, legal, and lifestyle decisions that often come with major life transitions, so you can plan ahead and make informed decisions with confidence.You’ll hear from:• Wendy Carter, Real Estate Agent - real estate strategy, downsizing preparation, and how to think through staying versus selling as you plan your next chapter• Sotera Anderson, Trust Attorney - key estate planning considerations including trusts, probate avoidance, powers of attorney, and protecting your family and assets• Amanda Gast, Certified Senior Advisor - lifestyle planning, support resources, and important considerations as housing and care needs evolve over timeThis seminar is designed for homeowners who want clarity before making important life decisions, whether you are considering a move in the near future or simply planning ahead for what’s next.Join us for an informative evening with trusted local professionals sharing practical insight to help you approach your next chapter with confidence.A light dinner will be provided. Jersey Mike’s will be served.<h2>Who This Seminar Is For</h2>• Homeowners considering downsizing or simplifying • Empty nesters and retirees planning ahead • Adults helping aging parents navigate future transitions • Anyone wanting to proactively plan for life’s next chapter<h2>What You Will Learn</h2>• Signs it may be time to consider a move • How to think through staying versus selling • Housing options for your next chapter • How to begin downsizing and preparing early • Key estate planning considerations every homeowner should know • How trusts and proper planning help protect your family • Lifestyle and support resources available as needs change • How to create a transition plan that reduces stress and uncertaintyWe look forward to seeing you!Wendy Carter, Realtor® DRE 02059416 858.716.6750 Wendy@WendyCarter.com

This seminar is the third in the 2026 Smart Home Seller Educational Dinner Seminar Series.

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Planning Your Next Chapter: Downsizing, Estate & Lifestyle Planning

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