Upcoming Events

Downsizing Seminar
Feb
11

Downsizing Seminar

Downsizing Made Simple — with Team Badgley & Laura Leist

Join us for an informative downsizing presentation designed to help seniors and their families feel confident about the next chapter. Team Badgley and special guest Laura Leist will walk through the key steps of downsizing, including how to plan ahead, reduce overwhelm, and create a smooth transition from a longtime home to a new lifestyle.

We’ll cover practical tips, common pitfalls to avoid, and the proven systems we use to simplify everything — from preparing the home for sale to coordinating movers, estate sales, and timelines. Whether you’re downsizing soon or just starting to explore options, you’ll leave with clarity, resources, and a realistic game plan.

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Senior Solutions: Meet the Experts Series
Mar
4

Senior Solutions: Meet the Experts Series

March's Presenters: S.R. Schill & Associates

Focus: Investing the Proceeds of the Sale of a Home & Addressing Capital Gains

Selling a longtime home often comes with significant financial questions. This month’s session will focus on:

  • What happens financially after the sale of a home

  • Understanding and planning for capital gains

  • Strategies for investing proceeds in a thoughtful, tax-aware way

  • How to align financial decisions with lifestyle goals for the years ahead

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