Downsizing in Retirement: Your Home Is Part of Your Retirement Plan

Description

Your home is often one of your largest assets, and decisions about it can impact your retirement, cash flow, and future plans. Your home is often one of your largest assets—and the decisions you make about it can have a major impact on your retirement lifestyle, cash flow, and long-term plan. Join us for dinner and an informative and practical conversation about how housing decisions fit into your overall retirement strategy. Whether you’re considering downsizing, relocating, or simply planning ahead, this session will help you think through your options with clarity and confidence.

This educational event is presented by Financial Associate Richard Makope & Merritt Jezwinski in collaboration with: Lori Dibbs, Lori Dibbs & Associates (Real Estate) Lisa Olejniczak, Senior TLC Transitions, LLC (Senior Move Management).

What we’ll cover: How your home fits into your retirement plan Understanding the financial role of home equity, cash flow, and long-term planning. Downsizing decisions & timing When downsizing makes sense, common triggers, and how to avoid rushed or emotional decisions. Lifestyle planning in retirement Evaluating housing options based on lifestyle, health, family, and future needs. The real estate perspective Market considerations, preparing a home for sale, and what to expect when buying or selling in retirement. Navigating the transition How senior move management can help reduce stress, organize the process, and support smoother transitions.

Who should attend: Individuals and couples approaching or in retirement who want to better understand how housing decisions impact their financial and lifestyle goals.

Dinner and light refreshments will be provided. Space is limited - registration is encouraged.

Register using the eventbrite link - https://www.eventbrite.com/e/downsizing-in-retirement-your-home-is-part-of-your-retirement-plan-tickets-1985069817260?aff=oddtdtcreator&keep_tld=true