“Steer your ship rather than being forced to make decisions”
– Peggy Varilla
Join us for a FREE conversation to prepare you or a loved one for a life transition.
Reserve your spots today!
Date:
Tuesday
April 9th, 2024
6:00 pm-7:30 pm
Cost:
Free
Please RSVP BELOW by 4/8/24
Location:
Stair Crest Retirement Community
S67W14765 Janesville Rd
Muskego, WI 53150
Late-stage transitions can be complex, emotional, and stressful. Our mission is to help people get to the next chapter of their story, which often involves changing their living situation.
We help families prepare a home for sale, anticipate challenges, and proactively navigate the emotional transition. Join us and learn how you can ensure a smooth and confident process.
Who is this for?
- Elders looking to move on to a living situation that is a better fit
- Family or friends helping elders
What will be covered?
- Elder Care Considerations – How do you know you may need a different living situation?
- Preparing for a home transition – How do you best navigate a complex contractual process?
- Protecting Yourself and Leaving a Legacy – What legal constructs protect you?
- Tools and Resources – What is available to me to help my journey?
What will I walk away with?
- Ideas and action steps
- Tools to help with difficult decisions
A little bit about us
I’m Peggy.
I started my career helping elders and their families as a Social Worker in a nursing home. That involved creating a living situation that considers a person’s needs for social and emotional interaction, physical & mental health, recreation & vitality, and financial sustainability.
I didn’t know then that those experiences and skills would serve my real estate clients and their families in a way that helps make some of their life’s biggest transitions easier.
I’m Rhommer.
I spent most of my career as a technology executive and entrepreneur. Today you’ll see me showing homes, running open houses, and advising clients on real estate transactions.
At this stage of my life and career, doing meaningful and important things is how I want to spend each day. I get to do that by helping our clients get to the next chapter in their story.
I’m Paul.
I’m an estate planning attorney serving residents in Brookfield, Wauwatosa, Milwaukee, and surrounding areas. I also offer virtual estate planning services. I help my clients understand their options and put a plan in place to protect their most valuable assets for future generations. Working closely with top financial professionals, I help families of all sizes and types plan for tomorrow in order to enjoy today.
