Join us for
VANTAGE POINTSpring CompassSeminar Series
Our Compass Seminar Series will help navigate your way.
Knowing you have a smart plan to navigate whatever tomorrow holds can allow you to approach each day with more enthusiasm and optimism. To learn how to chart your own path, join us for our Compass Seminar Series. Our three informative seminars will empower you to take charge of your future.
Retirement Living Options
Presented by Patti Hutton – Director of Marketing, Residences at Vantage Point
Thursday, March 19 | 10:00 am
This event is now at capacity. Please join us on April 9 for our seminar on planning for today and tomorrow during retirement.
Planning for Today and Tomorrow during Retirement
Aligning Finances, Purpose, and Legacy
Presented by Alexander J. Zarzecki, Attorney, CELA – Estate and Trust Administration, Alina I. Yohannan, Attorney, LL.M. Tax – Estate and Tax Planning, Christopher B. Walter, Attorney – Estate and Tax Planning
Thursday, April 9 | 10:00 am
Topics will include:
- Why your estate plan should change as your life changes
- How changes in the tax laws and tax codes could affect your estate
- Tools to help your fiduciaries manage your affairs
- Ways to ensure the important people in your life will be well cared for
- How to plan for future health care costs
State of Real Estate
Presented by Karen Lawlor and Beth Ditman of The Wendy Slaughter Team
Thursday, April 23 | 10:00 am
Topics will include:
- What’s going on in the local real estate market?
- Is now a good time to sell?
- What about interest rates?
- How do I choose the right Realtor?
- Does my home need improvements before I sell?
- Does my current home meet my needs today? (less maintenance, ability to age in place)
- What is most important to me right now? (experiences, people, things, etc.)
- What is Rightsizing?
- How do I take the first steps toward rightsizing my life?