MAY 15 | 1:00 PM | FREE

Have you been thinking about downsizing but don’t know where to start? Is the “to-do list” daunting and overwhelming? Join us for a drink and discussion on what home projects are priorities, how to tap into your home equity and the many options you have when considering a move.

What to Expect:

Brief presentation on the current real estate market, how to manage a move, different loan options/capital gains/estate planning, the highest ROI home improvements and the general cost of inspection repairs. Open Q&A afterwards.

1. Realtors - highlight the key factors to make a move manageable and create a strategic plan. Review the current real estate market and how to navigate it. Discuss the many selling options & itemize the highest ROI improvements for today’s buyers.

2. Financial Planner - identify your downsizing goals, ways to avoid a temporary move (bridge loans, HELOC), when capital gains come into play & estate planning.

3. General Contractor – the most common repairs seen before listing, costs associated with the highest ROI items, common inspection repair items and costs, timelines and what to plan for.

Realtor/Broker; F.C. Tucker Company - Molly Hadley & Alex Hallmann

Financial Advisor; Edward Jones - Nate Cropp

General Contractor; Wildwood Builders - Jimmy Cahill