About this Event
Margaret Linsley Clayton Community Room
Senior Real Estate Planning for the Future
Workshop 3 of 4 in the Senior Housing Education Series
Join us online for a practical and informative conversation focused on helping seniors and their families plan ahead with confidence. Real estate decisions later in life can feel overwhelming, especially when considering downsizing, relocating, or transitioning into a home that better fits changing lifestyle and health needs. This workshop will help simplify the process and provide clear guidance for making wise housing decisions.
During this session we will discuss how to prepare for future real estate transitions, including moving to a smaller home, relocating closer to family, or transitioning to a more manageable living environment. You will also learn how to begin organizing your housing plans early so decisions are made thoughtfully rather than during a stressful situation.
We will explore how seniors can protect the equity in their home, understand the timing of selling, and evaluate options that support comfort, independence, and long-term financial stability. The workshop will also address common transitions such as moving from a long-time family home into a condo, townhouse, 55+ community, or a home that better supports aging comfortably.
This session is designed for adults age 55+, caregivers, and family members who want to better understand the real estate decisions that often come with the next season of life.
Attendees will gain practical planning strategies, learn how to prepare for a smooth transition into a new space, and walk away with greater clarity about how to align their housing choices with their future goals.
Agenda
🕑: 06:30 PM - 07:30 PM
welcome : Margaret Linsley Clayton Community Room
Info: Agenda
Welcome and Introduction
Overview of the workshop and what participants will learn.
Understanding Your Home Value
Learn how home values are determined, current market conditions, and how timing can impact a sale.
Selling the Family Home
Steps to prepare a home for sale, expected timelines, costs involved, and common mistakes to avoid.
Financial Considerations
Overview of equity options, basic capital gains considerations, and strategies for purchasing the next home.
Planning With Family
How to have productive conversations with adult children and plan important decision roles.
Questions and Answers
Opportunity for attendees to ask questions.
Closing and Next Steps
Information about a complimentary home value review and real estate planning consultation.
Event venue & nearby stays
Brandon Regional Library, 619 Vonderburg Drive, Brandon, United States
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