Downsizer Workshop

Downsizer Workshop

525 NE 3rd StMcMinnville, OR
Tuesday, Apr 21 from 10 am to 11:30 am
Overview

Ready to learn how to declutter your life and make space for what truly matters? Join us for the Downsizer Workshop and simplify your living

Are you thinking about making a move to a home that better fits your lifestyle? Downsizing can feel overwhelming, but you don’t have to do it alone. Join us for our 3rd Downsizer Workshop, designed to help homeowners 55+ explore their options with clarity, confidence, and support, or if you are just curious!


What You’ll Learn

  • Real Estate Market Update – What today’s trends mean for selling your current home.
  • Smart Financial Moves – Hear from a local CPA about tax implications and planning strategies.
  • Simplifying the Process – Tips for decluttering, preparing your home, and finding the right fit for your next chapter.
  • Q&A with Experts – Bring your questions and get guidance tailored to your situation.


Why Attend?

  • Free workshop, open to the community
  • Handouts + downsizing checklist included
  • Light refreshments provided
  • A chance to connect with trusted local experts

Workshop is FREE! Reserve your spot by clicking on this event!

Hosted with care by Lacey Summers & the Summers Homes NW Team – your local guides to making smart, stress-free moves!


Meet Our Expert Speakers:

  • Kathleen Bernards, CPA – Financial strategies to make smart tax and money decisions
  • Amanda Thornton, Nest Egg Auctions & Estate Sales – Guidance on valuing and selling your treasures
  • Lacey Summers, Principal Broker, Bella Casa Real Estate Group – Insights on the housing market and maximizing your home’s value

Ready to learn how to declutter your life and make space for what truly matters? Join us for the Downsizer Workshop and simplify your living

Are you thinking about making a move to a home that better fits your lifestyle? Downsizing can feel overwhelming, but you don’t have to do it alone. Join us for our 3rd Downsizer Workshop, designed to help homeowners 55+ explore their options with clarity, confidence, and support, or if you are just curious!


What You’ll Learn

  • Real Estate Market Update – What today’s trends mean for selling your current home.
  • Smart Financial Moves – Hear from a local CPA about tax implications and planning strategies.
  • Simplifying the Process – Tips for decluttering, preparing your home, and finding the right fit for your next chapter.
  • Q&A with Experts – Bring your questions and get guidance tailored to your situation.


Why Attend?

  • Free workshop, open to the community
  • Handouts + downsizing checklist included
  • Light refreshments provided
  • A chance to connect with trusted local experts

Workshop is FREE! Reserve your spot by clicking on this event!

Hosted with care by Lacey Summers & the Summers Homes NW Team – your local guides to making smart, stress-free moves!


Meet Our Expert Speakers:

  • Kathleen Bernards, CPA – Financial strategies to make smart tax and money decisions
  • Amanda Thornton, Nest Egg Auctions & Estate Sales – Guidance on valuing and selling your treasures
  • Lacey Summers, Principal Broker, Bella Casa Real Estate Group – Insights on the housing market and maximizing your home’s value

Good to know

Highlights

  • 1 hour 30 minutes
  • In person

Location

525 NE 3rd St

525 Northeast 3rd Street

McMinnville, OR 97128

How do you want to get there?

Map
Frequently asked questions
Organized by
Lacey Summers | Summers Homes NW
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