Design Your Next Chapter: Align Your Financial & Home Strategies Plan

Join a Financial Advisor and Real Estate Advisor for a collaborative discussion on how your home fits into your overall financial plan.

Learn how housing decisions impact retirement, cash flow, and long-term financial goals, and explore strategies for staying, downsizing, or leveraging home equity. Gain a balanced perspective that combines financial planning with real estate expertise—so you can make informed, confident decisions about your next chapter.

Event Venue & Nearby Stays

Rockville Memorial Library, 21 Maryland Avenue, Rockville, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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