fbpx

Arden Hills, MN – Stress-Free Downsizing Workshop

Loading Events

« All Events

  • This event has passed.

Arden Hills, MN – Stress-Free Downsizing Workshop

June 12 @ 10:00 am - 11:30 am

Stress-Free Downsizing Workshop

For a lot of us, the need to downsize is not a fad or a life choice, it’s a necessity. As the circumstances of our living situations change with age, it just makes sense to downsize, get free from clutter and align our finances to a better “new normal”. Attend this workshop to hear from experts who will guide you on: best practices of preparing for a home sale, sorting your stuff, selecting a new living situation, adjusting your estate plan, protecting assets and having the right documentation in the right places.

Realtor Greg Weinberger of RE/MAX Results will explain how to prepare for a move, decluttering the non-essentials, and key factors for picking your next home.

John Tetzloff, Director of Sales for Catholic United Financial will direct a conversation on making or changing an estate plan after the sale of a home, protecting and passing on assets, and having the right documentation in the right places.

To RSVP: Click here to RSVP online or call 1-800-441-9949.

Details

Date:
June 12
Time:
10:00 am - 11:30 am
Event Category:
Event Tags:
, , ,

Organizer

Kendra Turner, FIC
Phone
763-442-8711
Email
kturner@catholicunited.org

Venue

Catholic United Financial, Arden Hills
3499 Lexington Ave N
Saint Paul, MN 55126 United States
+ Google Map
Phone
800-568-6670
View Venue Website