Date and Time
Tuesday Sep 10, 2024
4:30 PM - 6:00 PM EDT
Date: September 10, 2024
Time: 4:30 PM - 6:00 PM (doors open 4:15 PM)
Location
Sihle Insurance Group - Conference Room
Fees/Admission
Free to attend, please RSVP to reserve your seat.
RSVP ON EVENTBRITE
Contact Information
Winter Park Public Relations & Events
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Description
Are you or your loved ones thinking about the future of your home and finances?
As we age, making smart real estate and financial decisions becomes even more important for protecting your family's wealth. Join us for an insightful panel discussion with industry experts who will guide you through the essential steps of estate planning, real estate decisions, and wealth protection.
What You’ll Learn:
- How to protect your family’s assets and avoid costly mistakes with estate planning.
- When and how to make your home "age-in-place" ready.
- The best real estate moves for your current situation—whether you plan to buy, sell, downsize or upsize for multigenerations.
- Financing options for managing your home equity and preparing for long-term care.
- What legal documents you absolutely need to secure your estate and peace of mind.
Who Should Attend?
- Adults planning for their own future, their children's future, or that of their aging parents.
- Homeowners considering downsizing, selling or home modifications for multi-generations.
- Anyone interested in learning how to better manage and protect their wealth through real estate and estate planning.
Meet the Panelists:
Our expert panel features experienced professionals who will provide practical advice and actionable steps:
- John Sirounis: Estate planning and business attorney, owner of JMS Law, P.A. – Learn about essential legal documents, probate, and creating a comprehensive estate plan.
- Danielle Sirounis: Title agent, owner of Velocity Title – Understand the importance of deeds, protecting your home, and keeping it in the family.
- Kevin Rosen: Business consultant and wealth manager, Edward Jones – Discover financial strategies for safeguarding assets and planning for a secure retirement.
- Christi Ramey: Realtor and downsizing specialist, Keller Williams – Explore smart real estate decisions for aging in place, downsizing, or transitioning to new living arrangements.
- William Campbell: Certified home inspector – Assess if your home is ready for aging in place or what changes could be made for multi-generational homes.
Event Details:
?? Date: September 10, 2024
?? Time: 4:30 PM - 6:00 PM (doors open 4:15 PM)
?? Location: Sihle Insurance Group, Conference Room | Altamonte Springs, FL
Agenda Highlights:
- 4: 15 - 4:25 PM: Doors Open with Refreshments
- 4:25 - 4:30 PM: Welcome and Introduction
- 4:30 - 5:20 PM: Panel Discussion with Expert Q&A
- 5:20 - 5:35 PM: Audience Q&A and Closing Remarks
- 5:35 - 6:00 PM: Networking (optional)
Why Attend?
- Gain peace of mind by understanding your next steps for securing your family's future.
- Leave with a list of personalized actions to protect your home, wealth, and loved ones.
- Connect with reliable local experts who can guide you on your journey.
Reserve Your Spot Today!
Seating is limited. Register now to ensure your place at this valuable event. Don’t miss your chance to learn how to make the right real estate and financial decisions for your family’s future.
