Homeownership 2.0: Savvy Moves For Your Home, Your Wealth, Your Future

What if the next chapter of your life could feel lighter, clearer, and fully aligned with who you are becoming?

For many longtime homeowners, the idea of downsizing or upgrading isn’t just a financial decision—it’s an emotional one. Maybe the house feels too big… or not quite right anymore. Maybe you’re wrestling with the fear of making the wrong move or losing money.

Have you feared outliving your retirement savings or do you lack a solid strategy between maximizing home equity for retirement planning?

Many homeowners don’t realize how downsizing or upgrading can impact their financial trajectory—positively or negatively. And often times, homeowners worry their nest egg won’t stretch far enough, especially with rising healthcare costs and longer lifespans.

If any of this sounds familiar, you’re in the right place—and you’re certainly not alone.

Join Charlotte Realtor Alisha Askew and Financial Advisor David Neeley for an empowering and heart-centered workshop designed to ease your worries and give you clarity. Together, we’ll walk you through the practical steps and emotional considerations that come with planning your next move—so you can transition with confidence, not stress.

• How to downsize or upgrade without losing your sense of home, identity, or security.
• Smart, protective financial strategies and income buffers to preserve your wealth and strengthen your retirement income—especially in uncertain markets.
• Common pitfalls to avoid so you can make decisions that support your long-term comfort, stability, and happiness.

You’ll leave feeling informed, empowered, and more at peace—knowing exactly what steps will move you toward a future that truly fits your life today.

Enjoy a warm and welcoming atmosphere complete with holiday-inspired mocktails and light bites, while connecting with others who are envisioning their next chapter.

Date: Saturday, December 6, 2025
Time: 1:00 PM – 2:30 PM
Location: 1515 Mockingbird Lane Suite 800 Charlotte, NC 28209

This is more than a workshop—it’s a chance to reclaim clarity, confidence, and control over your next chapter. Reserve your spot today. Your future deserves thoughtful planning.

Event Venue & Nearby Stays

Stone Press Financial Group, 1515 Mockingbird Lane, Charlotte, United States

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

Get App