About this Event
Thinking of Downsizing?
If you’re considering a move to a smaller home, condo, retirement community, or simply want to explore your options, this complimentary downsizing seminar is designed to help you plan with more confidence.
Downsizing is about more than selling a house. There are belongings to sort through, financial decisions to make, moving costs to understand, and the question of what your next home should actually look like.
Three local professionals will walk you through the key pieces:
Karen Somerville, Real Estate Advisor, eXp Realty
The Real Estate Side
Selling smart, understanding the true costs of moving, and finding the right next home.
Angela Mussio, Professional Organizer | Owner, Lighthouse Management Co.
What Do I Do With All This Stuff?!
Why the best time to start downsizing is before you have to, and practical ways to deal with a lifetime of belongings.
Michelle Weisheit, CFP RIS, Senior Wealth Advisor, IG Wealth Management
Financial Considerations of Downsizing
Planning ahead for the financial decisions that may come with your next move.
Choose the seminar that works best for you:
Penticton
Tuesday, October 28
Sandman Hotel
Doors open 9:30 AM
Seminar and Q&A 10:00 AM to noon
Osoyoos
Thursday, November 5
Sonora Centre
Doors open 9:30 AM
Seminar and Q&A 1 0:00 AM to noon
Doors open at 9:30 AM
Presentations begin at 10:00 AM
Discussion period from 11:00 AM to noon
This is a complimentary seminar, and registration is appreciated.
If you have immediate questions, please feel free to reach out to us!
Karen Somerville, REALTOR®, eXp Realty
Phone: 250-689-0130
Email: [email protected]
Angela Mussio, Lighthouse Management Co.
Phone: 250-462-9773
Email: [email protected]
Michelle Weisheit, CFP RIS, Senior Wealth Advisor, IG Wealth Management
Phone: 250-486-4673
Email: [email protected]
Event venue & nearby stays
Sandman Hotel Penticton, 939 Burnaby Avenue, Penticton, Canada
Concerts, fests, parties, meetups — all the happenings, one place.