Planning For The Future & Beyond

Planning For The Future & Beyond

Join us for Lunch and Learn and discussions on Planning for the Future and Beyond!

By Jim Harris, REALTOR®, SRES, KW Real Estate Planner

Date and time

Wednesday, May 21 · 10am - 1pm CDT

Location

Club Building at Raider Ranch Independent Living (2nd floor in the Multipurpose Room)

6548 43rd Street Lubbock, TX 79407

Agenda

10:30 AM - 1:00 AM (+1 day)

Our Team of Presenters!

Kristen LaFreniere-Vander-Plas LaFreniere, PLLC

Jim Harris- REALTOR®-Senior Real Estate Specialist.

Courtney Henson-Hart Moving & Storage.

Catherine Key- Mortgage Lender-Alliance Credit Union

1:00 PM - 2:00 PM

After the Seminar join us for a Tour of The Raider Ranch Community!

Vanessa Braziel-Marketing and Sales Director .

About this event

  • Event lasts 3 hours
  • Free venue parking

Planning For The Future & Beyond Seminar

Come join us at the Club Building at Raider Ranch Independent Living for an informative seminar on Planning for The Future and Beyond! Whether you're thinking about downsizing, estate planning, or just want to be prepared for whatever life throws your way, this event is for you. Don't miss out on this opportunity to gain valuable insights and tips for planning ahead. See you on the 2nd floor in the Multipurpose Room!

What you will learn!

  1. What are the Legal Documents I need for Planning for The Future & Beyond?
  2. Proactive and Reactive perspectives
  3. How will I know when its time to move.
  4. What are my living options?
  5. What should I do with my home?
  6. What can I do with my rental properties?
  7. How can I protect my home and rentals?
  8. How can I pass on a legacy now?
  9. When should I start planning?

Who are the Seminar hosts?

  1. Kristen & David LaFreniere-Vander-Plas LaFreniere Law Firm, PLLC
  2. Vanessa Braziel-Marketing and Sales Director for Raider Ranch Senior Community
  3. Jim Harris- REALTOR®-Senior Real Estate Specialist. Keller Williams Real Estate Planner
  4. Catherine Key- Mortgage Lender-Alliance Credit Union
  5. Courtney Henson-Hart Moving & Storage. Moving and downsizing professional

Frequently asked questions

Is there any commitment on my behalf to attend the seminar?

Absolutely not! there is no-cost and no-obligation to attend.

Who should attend?

The Planning for The Future and Beyond Seminar is ideal for Caregivers of Seniors and Seniors trying to develop a pro-active plan for their future.

Will information be provided that will help me with my investment properties?

Absolutely! The seminar will cover 1031 Exchanges. Asset Performance Tests, and Delaware Statutory Trusts (DST).

Will the seminar provide options for paying for future expenses?

Absolutely! The seminar will cover 1031 Exchanges. Asset Performance Tests, and Delaware Statutory Trusts (DST) and mortgage options.

Tags

Organized by

Jim Harris, REALTOR®, SRES, KW Real Estate Planner