July 22, 2021
7: 00 pm
You will learn..
You will learn..
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..
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?
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 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.’