About this Event
You've been thinking about it. Maybe for a while now.
The house feels like too much. The kids are gone. The yard is a lot of work. And somewhere in the back of your mind, you know a move is coming — you just don't want to get it wrong.
That's exactly what this evening is for.
What's Happening
On Tuesday, April 28th from 6:00–7:00 PM at Total Wine in Cornelius, we're hosting a free, no-pressure workshop for Lake Norman and Greater Charlotte homeowners who are thinking about downsizing in the next 6 months.
You'll hear from five local experts — all specialists in helping homeowners navigate this exact transition — covering:
- Estate & Trust Planning — what to review before you sell, so your assets are protected
- Tax & Financial Implications — capital gains, timing strategies, and what most people don't think about until it's too late
- Sorting, Reducing & Selling Your Belongings — proven systems to reduce overwhelm and sell valuables for top dollar
- Selling for the Most Money — how to prepare strategically (without exhausting yourself) and maximize your outcome
- Financing Your Next Purchase — how to buy before you sell, avoid a double move, and use downsizer-friendly loan options
And yes — there's complimentary wine while you learn.
Your Expert Panel
🏛 Carrie Lique — Managing Attorney, Protected Legal Assets Estate planning, trusts, asset protection, and legacy considerations for downsizers.
📊 Douglas Marion — Wealth & Tax Advisor, Advanced Wealth Strategies Tax planning, financial implications of downsizing, and long-term wealth strategies.
📦 Deb Siler — Chief Organizer & Downsizer Extraordinaire, Breathing Room Sorting, reducing, organizing, and selling personal belongings before a move.
🏡 Wendy Atherton & Sean Herndon — Real Estate Consultants, Winston Dane @ eXp Realty Selling luxury and lifestyle homes, downsizing strategy, and maximizing value on your terms.
🔑 Matt Doyle — Loan Officer, Guild Mortgage Financing options for downsizers and next-home purchase strategies.
What Attendees Say
"I almost didn't come, but I left knowing exactly what to do and in what order."
"This was an amazing amount of information. Thank you."
"Your team made it easy for us."
Event Details
📅 Tuesday, April 28th ⏰ 6:00 PM – 7:00 PM (doors open at 5:45) 📍 Total Wine & More — Cornelius, NC 🎟 Free — Limited to 20 seats 🍷 Complimentary wine tasting included
This is NOT a sales pitch. There's no pressure to list your home, sign anything, or commit to anything. This is a genuine educational evening designed to give you clarity so you can make the right decision — on your timeline.
Spouses and partners are encouraged to attend together.
Seats are limited to 20. Once they're gone, they're gone. Register now to hold your spot.
Event Venue & Nearby Stays
Total Wine & More, 20615 Torrence Chapel Road, Cornelius, United States
USD 0.00
