Tuesday • April 16, 2024 11:00am - 12:30pm

Lunch & Learn: Rightsizing Your Home

Join us for a light lunch as we discuss the how, when, what and why seniors should consider when "rightsizing" their homes.

Location
St. John the Divine
Parlor

Parishioner and realtor Rachel Rosson, along with Cheri Blankenship with Caring Transitions, will discuss downsizing, decluttering, estate sales, and other considerations to streamline and plan well for senior relocations and transitions. Morgan Stanley financial advisors Erin Halprin and Chris Stimming will provide expert advice on how to structure estates and transfer assets while minimizing taxes.

Susan Davis

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