Uncorked! Your Next Chapter — Free Downsizing Workshop + Wine Tasting

You've been thinking about it. Maybe for a while now.

The house feels like too much. The kids are gone. The yard is a lot of work. And somewhere in the back of your mind, you know a move is coming — you just don't want to get it wrong.

That's exactly what this evening is for.

What's Happening

On Tuesday, June 23rd from 6:00–7:00 PM at Total Wine in Cornelius, we're hosting a free, no-pressure workshop for Lake Norman and Greater Charlotte homeowners who are thinking about downsizing in the next 6 months.

You'll hear from five local experts — all specialists in helping homeowners navigate this exact transition — covering:

• Estate & Trust Planning — what to review before you sell, so your assets are protected
• Tax & Financial Implications — capital gains, timing strategies, and what most people don't think about until it's too late
• Sorting, Reducing & Selling Your Belongings — proven systems to reduce overwhelm and sell valuables for top dollar
• Selling for the Most Money — how to prepare strategically (without exhausting yourself) and maximize your outcome
• Financing Your Next Purchase — how to buy before you sell, avoid a double move, and use downsizer-friendly loan options

And yes — there's complimentary wine while you learn.

Your Expert Panel

🏛 Carrie Lique — Managing Attorney, Protected Legal Assets Estate planning, trusts, asset protection, and legacy considerations for downsizers.

📊 Douglas Marion — Wealth & Tax Advisor, Advanced Wealth Strategies Tax planning, financial implications of downsizing, and long-term wealth strategies.

📦 Deb Siler — Chief Organizer & Downsizer Extraordinaire, Breathing Room Sorting, reducing, organizing, and selling personal belongings before a move.

🏡 Wendy Atherton & Sean Herndon — Real Estate Consultants, Winston Dane @ eXp Realty Selling luxury and lifestyle homes, downsizing strategy, and maximizing value on your terms.

🔑 Matt Doyle — Loan Officer, Guild Mortgage Financing options for downsizers and next-home purchase strategies.

What Attendees Say

"I almost didn't come, but I left knowing exactly what to do and in what order."

"This was an amazing amount of information. Thank you."

"Your team made it easy for us."

Event Details

📅 Tuesday, June 23rd ⏰ 6:00 PM – 7:00 PM (doors open at 5:45) 📍 Total Wine & More — Cornelius, NC 🎟 Free — Limited to 20 seats 🍷 Complimentary wine tasting included

This is NOT a sales pitch. There's no pressure to list your home, sign anything, or commit to anything. This is a genuine educational evening designed to give you clarity so you can make the right decision — on your timeline.

Spouses and partners are encouraged to attend together.

Seats are limited to 20. Once they're gone, they're gone. Register now to hold your spot.