Downsizing 101 + Trust &Estate Planning, Prop 19 Updates, & Sibling Buyouts

DOWNSIZING 101

Tips for Boomers, Seniors, and Their Family of Advisors
Improve Lifestyle • Increase Liquidity • Stay Secure in Retirement

Making a Move or Gaining Liquidity vs. Staying in Place

Join us for a friendly, educational brunch seminar featuring local experts in estate planning, tax and capital gains strategy, and retirement income protection.
If you’re 50 or older and home equity makes up 50% or more of your net worth, this free class is designed for you.

You’ll discover practical ways to:

• Downsize or right-size for comfort and financial freedom
• Unlock home equity safely and strategically
• Protect your retirement income through smart planning
• Support aging-in-place options with flexibility and security

There will be coffee and snacks!

Parking can be found right across from Vivalon's Healthy Aging Campus on 3rd street or on 3rd and B streets.