Three-Part Home Transition and Planning Course Series This three-session series helps homeowners understand their selling options, plan for the future, and make the most of their home equity in retirement. Class 1: Selling Your Home As Is Learn how selling a home "as is" works, when it makes financial sense, and how investor and guaranteed-offer programs compare. Includes real examples, common pitfalls to avoid, and guidance for downsizing or quick moves. Class 2: Designing a Modern Estate Plan January 27 at 10 AM Overview of wills, trusts, powers of attorney, medical directives, and transfer-on-death deeds. Learn how these tools work together to create a personalized plan that protects your wishes and supports your family. Class 3: Your Equity, Your Way February 3 at 10 AM Explore strategies to maximize your home equity in retirement. Learn how to buy your next home while selling your current one, compare financial options, and review real examples of successful transitions for adults 55 plus.
