Smart Move Summit: Strategies for Aging, Housing & Financial Security

A one‑day workshop for seniors & families on downsizing, selling, and housing options—local experts, practical checklists, and real talk.

General Admission: $10 (sessions, refreshments, resource packet, door prizes)

Planning a move—now or in the next few years? The Smart Move Summit is a one‑day, practical workshop for seniors, downsizers, and families making real estate decisions with confidence (and less stress).

You’ll learn from trusted local experts in real estate, senior living, finance, and legal planning. Walk away with checklists, timelines, and the right contacts—so you can move forward with a clear plan.

You’ll learn how to:

• Decide whether to stay and update or sell and simplify
• Prepare a longtime home for top‑dollar sale (without overspending)
• Compare 55+ and senior living options vs. no‑stairs homes
• Understand timelines, taxes, and paperwork (plain English!)
• Coordinate downsizing, estate items, movers, and repairs—step by step

What’s included:

• All sessions + Q&A
• Resource packet (checklists, vendor list, planning templates)
• Refreshments and door prizes
• Friendly, no‑pressure environment

Who should attend:

• Seniors considering a move in the next 1–3 years
• Adult children helping parents plan
• Anyone wanting a practical roadmap for a smart next chapter

This is a community education event—not a sales pitch. Bring a spouse, friend, or family member and plan your next steps together.

• 9:00 AM – Check‑in & Coffee
• 9:30 AM – Welcome: “Should I Sell or Stay?”
• 10:00 AM – Preparing Your Home for Market (repairs, staging, timing)
• 10:45 AM – Senior Living & 55+ Options (costs, care levels, waitlists)
• 11:30 AM – Break & Vendor Tables
• 12:00 PM – Money & Paperwork (proceeds, taxes, trusts—plain English)
• 12:45 PM – Downsizing Without the Overwhelm (checklists & services)
• 1:30 PM – Panel Q&A: Real Stories, Real Solutions
• 2:15 PM – Door Prizes & Next Steps