Smart Senior Living Seminars: Navigating Financial Decisions for Seniors

As real estate professionals focusing on the needs of seniors, we understand the profound impact housing decisions have on financial planning. Events such as downsizing or relocating, and assisting a parent in transitioning to a new home require careful consideration due to their influence on long-term financial security and family dynamics.

In response to these pivotal choices, we are organizing the Smart Senior Living Seminars scheduled for March 3 at 10:00 a.m. and 1:30 p.m. This educational event is specifically tailored for seniors in Santa Barbara and their adult children, offering guidance to support confident decision-making for the future.

The seminars will convene experienced financial advisors who will outline strategies for asset protection and care planning, along with methods for creating lasting financial stability across generations. We are pleased to have Liz Saghi from Avalan LLC as a featured speaker. Avalan LLC, a Santa Barbara-based wealth management firm, emphasizes a comprehensive approach to financial, business, investment, and personal planning.

Also joining us is Kady Cupp from New York Life Insurance Company. She will address the critical, yet often overlooked, aspect of long-term care in retirement planning. Kady will outline how effective long-term care planning can safeguard assets and potentially save substantial amounts, when in-home care becomes necessary. She will also discuss the role of cash value life insurance in retirement planning, emphasizing the importance of tax-deferred growth and liquidity to enhance financial flexibility and minimize the risk of outliving assets.

These seminars aim to equip participants with practical insights, forming a foundation for making informed housing and care decisions. We invite seniors and their families in Santa Barbara to engage in this opportunity to bolster their financial foresight and confidence as they advance into the next phase of their lives.

Seating for the event is limited, ensuring an environment conducive to asking questions and delving deeply into retirement planning, care strategies, and legacy preservation. Our goal is to facilitate decision-making that integrates financial planning with real estate strategy, fostering confidence and reducing uncertainty for families.