Finances, Estates & Real Estate Readiness
SourcePoint • 800 CHESHIRE RD DELAWARE, OH 43015 Organized by SourcePointAbout this event
We’ll send your reminder 2 days before this event closes so you don’t miss out.
You will no longer receive email alerts about this activity.
Description
Many questions arise from planning for the future. You need a strategy and often a team to help you figure it all out. Learn legal and practical steps from a panel of local experts. Topics may include downsizing (or not) in the current real estate market, aging in place vs. moving and how to prepare for both, transferring property, avoiding probate, how to live off your retirement funds, ways to leave money to your heirs and create generational wealth, today’s long-term care policies, and Medicaid. Meet the panel:
- Stephanie Steinbeck, Realtor®, Coldwell Banker Realty
- Carla Oglesbee, Elder Care Attorney, Oglesbee Law, LLC
- Dena Russell, Financial Advisor/Owner, Haller Wealth Management Group
- Bill Fergus, Attorney, Northwest Title
Panel members are not affiliated with or endorsed by SourcePoint.
To register, click the Enroll Now button. For assistance with registration, call 740-363-6677.Cancellation Policy: You will receive a refund for fee-based activities canceled by SourcePoint or for activities from which you withdraw before the deadline. Refunds are not available for activities you are unable to attend.
Location
Radebaugh Room at SourcePoint
Prerequisites
ComPASS
or ComPASS