Leaving Your Legacy: Estate Planning & Transferring Wealth

Wed Oct 16 2024 at 06:00 pm to 07:30 pm UTC-04:00

9865 E. 116th St, Suite 800 Fishers, IN 46037 | Fishers

Evelo Team - Real Estate
Publisher/HostEvelo Team - Real Estate
Leaving Your Legacy: Estate Planning & Transferring Wealth
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Join us for an informative and compassionate seminar series designed to support those with aging parents in navigating the complexities of end-of-life planning. Our series, "Preparing for Tomorrow: Strategies for Aging Parents and End-of-Life Planning," offers six comprehensive sessions to help you make informed decisions and provide the best care for your loved ones. Hosted by our experienced real estate team, these seminars will equip you with the knowledge and tools you need while positioning us as your trusted real estate partner when it comes time to sell your parents' home.
Session will take place on the dates listed below from 6-7:30pm at our Fishers office: 9865 E. 116th St, Ste 800, Fishers, IN 46037
Taking Care of Aging Parents (July 17)
Learn practical tips and resources for providing care and support to your aging parents, addressing both emotional and logistical challenges. From Medicare, to transition experts, to mobility accessibility within the home, this will be an information packed session.
Assisted Living & Home: Top 10 Factors to Consider (August 21)
Explore the key considerations when choosing between assisted living facilities and in-home care, ensuring you make the best decision for your family's needs. Our CAPs (Certified Aging in Place) certified REALTOR will be speaking with an assisted living expert to help you know what things to be looking at when considering the best location for your family member in this next phase in their life.
Leaving Your Legacy: Financial Planning (September 11)
Discover strategies for financial planning that can save significant amounts during retirement and ensure a secure financial future for your loved ones. CPA, Troy Patton will share on how to save $50,000 in taxes during retirement in this session.
Leaving Your Legacy: Estate Planning & Transferring Wealth (October 16)
Understand the legal and practical aspects of estate planning, including setting up trusts and wills, to effectively transfer wealth and avoid probate.
Home Selling: Transitioning, Downsizing, and Resizing (November 13)
Get expert advice on how to transition, downsize, or resize your home effectively. Learn about decluttering, preparing your home for sale, and auctioning tips.
Becoming a Snowbird (January 15)
Discover how to transition to a seasonal lifestyle in warmer climates like Florida or Arizona, including financial and logistical considerations.
Why Attend?
Expert Guidance: Gain insights from experienced professionals in real estate, finance, estate planning, and elder care.
Comprehensive Support: Receive practical advice and resources tailored to the unique needs of families with aging parents.
Trusted Partnership: Build a relationship with our dedicated real estate team, ensuring you have a trusted partner when it’s time to sell your parents' home.
Who Should Attend? This seminar series is ideal for adults who are preparing for their own future and those who are caring for aging parents. Whether you're seeking guidance on financial planning, exploring assisted living options, or considering transitioning to a new home, these sessions provide valuable information to help you make informed decisions.
How to Register: Visit https://bit.ly/EveloSeniorSeminars to learn more and register for one or all of the sessions in this invaluable seminar series. Spaces are limited, so reserve your spot today!
Contact Us: For more information, please contact us at 317-863-9011 or [email protected].
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Event Venue & Nearby Stays

9865 E. 116th St, Suite 800 Fishers, IN 46037, 9865 E 116th St, Fishers, IN 46037-9207, United States,Fishers, Indiana

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