1 sessions
Starting
July 22, 2021
START TIME
7: 00 pm
The next session starts on July 22, in:
00
Days
00
Hours
00
Minutes
Keisha Telfer
AS SEEN IN
Toronto Storeys logo
Active Life logo

You will learn..

You will learn..

Why Early Gen-Xers & Late Boomers are Downsizing Early
How to Successfully Downsize with No Regrets
How to Overcome Common Downsizing Challenges

Session

Title

Date

Time

Guest Speaker

Session 1
Financial Considerations & Retirement Advice When Downsizing
July 22, 2021
7:00 PM
Adam McHenry

HOW TO MINIMIZE TAXES & MAXIMIZE YOUR INCOME WHEN DOWNSIZING

Using the nest egg, you may have realized from downsizing from a larger family home, effective financial and investment planning can provide the sustainable resources for you to do the things you want, like turning an annual dream vacation into a reality.

Here's what others are saying..

Jennifer & Mark

I have been fortunate enough to attend two of the downsizing done right events led by Keisha Telfer. The wealth of information you gain is invaluable. It has inspired myself and my husband to start our downsizing process a little earlier than we planned. Hearing the tips and advise from not only Keisha, but her guest speakers as well has made us feel confident that there are qualified professionals that we can lean on to help guide us during this next phase of life. I look forward to working more with Keisha in finding our forever home.

Wayne & Brendon

Attending Transitions downsizing webinar has given my partner and I the confidence to embark on our downsizing journey. We have just received our customized transition plan and it makes so much sense. Keisha has taken the time to listen and fully understand our needs. There is no way we could have gotten this far on our own.

Paul & Gail

My wife and I have been considering downsizing but just did not know where to start. We came across an article in The Globe and Mail about a concierge-style service offered by Transitions Realty helping baby boomers downsize. We were curious, but had reservations, as we had a friend who downsized and found the process daunting. But, my wife thought it was worth exploring. We attended the webinar and it provided so much clarity. We believe anyone considering downsizing would benefit from attending this downsizing webinar.

Register Here

The Host

Keisha Telfer
Keisha Telfer
MSc. Construction Project Mgmt
Co-Founder, Broker of Record
Transitions Realty Inc.

Keisha is Co-Founder, and Broker of Record at Transitions Realty Inc. After a successful career in event management, and residential construction, Keisha found her home in Real Estate. She decided, with her business partner, to focus on the most underserved demographic in the industry, empty nest downsizers. To this group, at this stage, it's not simply about the transaction, this is a life transition, that requires special focus and broad consideration. How does one "sell the family home" and declutter a lifetime's worth of possessions? And maybe an even more pressing question, is "What's next for me, in this new age?" These are some of the questions she and her team help clients answer before they sell the family home. As you can see, this is not your typical real estate service, which is why it required a whole new brokerage! Keisha is excited to guide you through these and other challenges that you may be facing during this critical stage of one's life and ensures that your real estate choices are perfectly aligned with your life choices. What’s next for you, in your next chapter? And what home will you need to fulfill those goals?

Featured Speakers

Adam McHenry
Adam McHenry
CFA, MBA
Co-Founder & Portfolio Manager
Langill & McHenry Investment Advisors of Raymond James

Immersed in the wealth management industry for over a decade, Adam recognized the value of providing clients confidence regarding their family’s financial future. “In today’s uncertain world, taking time to help clients become financially empowered is the foundation of every client conversation.” Adam and his team have built a unique process that ensures each client family has their own financial plan and accompanying investment strategy that is designed to withstand the unexpected challenges in their lives and in the world.

Jean Sheppard
Jean Sheppard
MEd, MFA
Retirement Coach
Jean Sheppard Professional Retirement Coaching

Jean Sheppard is a retirement coach living in Toronto. For over two decades, Jean taught English, drama and media studies at Havergal College in Toronto. She has an MEd from the University of Toronto and an MFA in creative writing from The University of British Columbia. An Adler-trained coach and member of the international Retirement Coaches Association, she delights in working with individuals and groups to help them see and embrace all the possibilities in a ‘second lifetime.’