When Is It Time to Use Your Money for You?
Whether you need to tap into your retirement savings now or wish to prepare for the day when your wants, needs or desires may require you to access your funds, you’ll want to view the replay of our Seniors Living Smarter Zoom webinar presented on Thursday, July 16.
Over 70 senior residents of Georgetown attended via computer, table or smart phone to get sage advice from two expert panelists: Steven Decovic, Managing General Agent of Silver Key Benefits and William Boughton, Trust and Wealth Advisor, Vera Bank
The experts addressed such topics as:
• How do I plan for my future financial needs?
• Do I have enough money to last?
• What’s the plan if a crisis occurs? Facing our insecurities and fears associated with our future financial situations
• How do we/I best provide for our heirs?
At the webinar’s close, Seniors Living Smarter provided a handy guide to help you decide when and if to throw that proverbial Money Switch, addressing What Are Your Goals, What Is Your Starting Position, Seeking Professional Advice, and Before You Throw The Money Switch. To request your free copy, email to firstname.lastname@example.org.
Seniors Living Smarter Webinars are presented monthly via the Zoom online platform by me, Virginia Lazenby, Certified Senior Downsizing Coach, as a free service to seniors, their families, and the community. The goal of these webinars is to equip, educate, and inspire seniors to make informed choices and empowered decisions concerning their lifestyle goals.
SeniorsLivingSmarter.com is your exclusive real estate information resource for downsizing and selling your home, making changes for aging in place, or trading home ownership for one of the many independent living communities in and around Georgetown. For those considering a move to, or within, Georgetown, TX, we provide you with comprehensive information about the area, easy to use search tools, and exclusive content about neighborhoods and communities popular with seniors.
Seniors Living Smarter is hosting virtual webinars in response to COVID-19 isolation regulations and meeting the needs of our community. Join us from the comfort of your home as we provide vital information via your computer, smart phone or tablet!
Save the date for these future Seniors Living Smarter virtual seminars:
- August 20 — Probate, Wills and Trusts — What You Need to Know
- October 22 — The Facts on Dementia and Memory Care
Sign up at www.SeniorsLivingSmarter.com/seminar and receive easy, step-by-step instructions on how to join our virtual audience. Or call 512-862-7339 and leave a message.
If you need information about downsizing or estate liquidation, I will be glad to meet with you for a complimentary consultation. Please contact me, Virginia Lazenby, Texas REALTOR® and Certified Senior Downsizing Coach at 512-818-0988 direct or email: email@example.com.