A smart plan for tomorrow lets you enjoy today more.
Our Compass Seminar Series Can Help Guide 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 five 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
Tuesday, February 28 – 1:30 p.m.
Topics will include:
What are my options?
What are the financial structures?
What you should consider when researching your senior living options.
Important insights into how to make the best decision for you and your family.
What is a Life Plan /Continuing Care Retirement Community?
Contract types, pricing options and how do they compare to staying in my own home.
The Upside of Rightsizing
Presented by Karen Gatzke – Realtor, RE/MAX Solutions
Thursday, March 9 – 1:30 p.m.
Topics will include:
What is Rightsizing?
What is most important to me right now? (Experiences, people, things, etc.)
What do you want to accomplish? (Travel, lifelong learning, wellness, etc.)
Does your current home meet your needs today? (Less maintenance, aging friendly floor plan, etc.)
How to take the first steps toward rightsizing your life
The State of Today’s Real Estate Market
Presented by Karen Lawlor and Beth Ditman of the Wendy Slaughter Team
Tuesday, March 14 – 1:30 p.m.
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?
How much do I need to do to my home before I sell?
Optimizing Your Estate Plan
Presented by Mark Bobotek of Golden Oak Elder Law P.C.
Thursday, March 23 – 1:30 p.m.
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.
Ways to ensure the important people in your life will be cared for.
Learn how to fulfill your philanthropic and personal legacy goals.
The Finances of Senior Living
Presented by Jeremy Dvorak, CFP®, CASL® with Potomac Financial Group
Tuesday, March 28 – 1:30 p.m.
Topics will include:
Tools to manage your income and assets.
How to plan for future health care costs.
How to know if you can afford to live at a retirement community
Space is limited.
R.S.V.P. for as many in the series as you like by filling out the form on this page or by calling 410-489-3037 to reserve a spot for yourself and a friend. Small bites and refreshments will be served.
