About this Event
Thinking about downsizing but not sure where to start?
Downsizing involves a lot more than selling your home. There are financial decisions to consider, financing options to understand, years of belongings to sort through and plenty of questions about what to do first.
We've brought together a panel of local experts for a practical, no-pressure conversation about the decisions that come with downsizing.
What we'll talk about
During this free, one-hour workshop, we'll cover:
• Preparing your home to maximize its value
• Financial considerations before and after a move
• Financing options for your next home
• Decluttering, organizing and deciding what to do with years of belongings
• Making the moving process easier and less overwhelming
• Creating a plan, even if you're not ready to move yet
Most importantly, we'll leave plenty of time for your questions.
Meet the local expert panel
Jackie White | Realtor®, Your Castle Real Estate
Jackie is a Colorado foothills Realtor with more than a decade of experience and 300+ homes sold. She specializes in helping homeowners navigate the unique decisions involved in selling a mountain home and moving on to what's next.
Jeanie Boymel | Altitude Financial Partners
Jeanie takes an education-first approach to financial planning, helping clients understand their complete financial picture so they can make informed decisions while balancing today's needs with tomorrow's goals.
Audra Iori | Rate Mortgage
Audra is a local foothills mortgage expert with 25 years of experience. She helps clients understand their financing options and knows the unique considerations that come with Colorado mountain properties.
Lori Halbach | Square One Move Organizers
Lori is a Certified Senior Move Manager and founder of Square One Move Organizers. She helps clients navigate both the practical and emotional sides of decluttering, downsizing and moving.
You don't need to be ready to move
Maybe you're hoping to downsize this year. Maybe you're thinking it could happen in two or three years. Or maybe you're simply wondering what your options are.
This workshop is designed for all of those situations.
The earlier you understand your options, the more time you have to make decisions on your terms.
Come with questions. Leave with information, local resources and a clearer idea of what your next steps might look like.
The workshop is free, but advance registration is requested.
Event venue & nearby stays
Evergreen Library - Jefferson County Public Library, 5000 County Highway 73, Evergreen, United States
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