Join us for an insightful panel discussion on “Planning for the Future,” where we will cover essential topics to help you prepare for a successful and secure retirement. Our experts will address key questions such as:
- Preparing for a Successful Retirement: Learn strategies to ensure your financial stability and lifestyle in retirement.
- Getting Your Papers in Order: Understand the importance of organizing legal documents, wills, and other critical papers.
- How to Avoid Probate: Discover how to structure your estate to avoid probate and ease the burden on your loved ones.
- What’s Holding You Back from Moving: We’ll discuss common obstacles preventing homeowners from making a move and how to overcome them.
- The Current State of the Real Estate Market: Get the latest insights on the housing market and how it may impact your future plans.
This session is designed for individuals looking to navigate their retirement with confidence, minimize complications for their heirs, and make informed decisions about their homes and finances. Whether you’re considering downsizing or planning your estate, this panel will provide actionable advice and practical steps to help you move forward with peace of mind.
Prepare your questions and join us for an engaging and informative discussion!
Meet our pannel of speakers:
Mary Beck, Realtor, Senior Real Estate. I love helping my clients find their ‘best fit’ and guiding them throughout the process to make the experience as stress-free as possible. I have 20+ years of experience guiding buyers and sellers– from first-time homebuyers to empty nesters. I’m also a Probate Specialist, helping families during their times of need, and l’m also a Certified Senior Real Estate Specialist,” Mary said. If you need something Mary can help you find someone with her referral network.
Julia N. Estrem is an attorney at Collins & Estrem, P.A. which practices in Estate Planning, Wills, Trust, Probate, Elder Law, Real Estate and Business. She loves helping individuals and families prepare a plan tailored for their needs and providing the peace of mind that comes with having a proper plan in place. Julia consistently strives to find the best possible solution for each individual client’s unique legal situation all while providing a sensitive and easy to understand approach.
Theresa Ryan, Financial Advisor. I became an advisor with Edward Jones to serve people in a deeper and more meaningful way. My number one desire is to help people by getting to know you. I want to hear your story and figure out what is important to you. Listening helps me to understand your goals and purpose. Knowing these things first helps me determine a financial strategy built for you and your family. I use an integrated approach that helps my clients become more aware of their personal finances, future needs and how one financial decision can impact another. Whether your goals include preparing for, or living in retirement, education savings, preparing for the unexpected or leaving a legacy, we build a strategy based on you. I enjoy collaborating with people who are in various stages of life, and my clients include individuals, families, professionals, and those seeking advice.