The Transition Blueprint: A Panel on Navigating Estate Planning
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The Transition Blueprint: A Panel on Navigating Estate Planning

Free panel on downsizing, estate planning, assisted living, and senior support—get expert guidance for you or your loved ones!

By The Kimberly Davis Group

Date and time

Wednesday, May 7 · 4 - 6pm CDT

Location

3600 Preston Rd

3600 Preston Road Plano, TX 75093

About this event

  • Event lasts 2 hours

The Senior Blueprint: A Panel on Navigating Senior Transitions

🧠 What You’ll Learn:

✔ How to prepare legally and financially for a senior move

✔ Where to start with downsizing and estate sales

✔ Understanding your options: assisted living vs. memory care

✔ How to support aging parents with clarity and compassion

✔ Trusted local resources to help every step of the way


👥 Who Should Attend:

– Seniors looking to plan ahead

– Adult children helping aging parents

– Families currently navigating the transition

– Caregivers and decision-makers seeking clarity and guidance


💬 Why This Matters: The transition into senior living is one of life’s biggest moves—and it shouldn’t be made in crisis or confusion. Come get your questions answered by trusted professionals in a warm, no-pressure environment.

Event Details:

  • Date: Wednesday, May 7th
  • Time: Panel starts at 4 pm and Q&A at 5 pm
  • Location: 3600 Preston Rd Plano TX 75093 | Can't make it in person? No problem, continue to the RSVP link for virtual and replay options

Don't miss this opportunity to gain valuable insights and guidance on this important transition. Reserve your spot today!

Frequently asked questions

Is this an in person only event?

Can't make it in person? No problem, continue to the RSVP link for virtual and replay options

What kind of things will be covered?

We’ll cover everything from how to legally and financially prepare an estate plan, understanding options like assisted living vs. memory care, how to support aging parents with clarity and compassion, and trusted local resources to help throughout the entire process

Will there be food?

Light bites will be provided!

Why should I go in person vs online?

Our Q&A portion will not be recorded or live streamed - come in person to meet the experts!

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