Elder Life Transition Seminar

man and woman sitting on bench facing sea

JULY 17th 2024 – 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.

So many people are learning as they go. There is a better way.

We help families prep a home for sale, anticipate challenges, and proactively navigate the emotional transition. Join us and learn how you can secure a smooth & confident home transition.


Muskego Public Library

S73W16663 W Janesville Rd, Muskego, WI


Wednesday July 17th, 2024
6:00p – 8:00p

Questions we will help you answer

  • When is the right time to transition to a new living situation?
  • The Next ChapterWhere do we go from here?
  • What’s the plan?
  • How can I protect my estate?

What you will walk away with

  • a list of over 40 questions to ask yourself and your family to help you navigate a transition
  • a list of helpful products and services
  • contact information for services we believe in and trust will help you make the next chapter of your life the best
  • MAYBE a door prize!!!

Topics we will cover

  • Elder Care Considerations
    • Physical Challenges
    • Health Concerns
    • Cognitive Decline
    • Social & Emotional Well-Being
  • The Next Chapter
    • Independence Continuum
    • Living Situation Financial Considerations
  • Preparing your Home
    • Decluttering and Downsizing
    • Home Improvements and Maintenance
    • Home Transition Financial Considerations
    • Timeline & Logistics
    • Market Conditions
  • Protecting yourself & legacy
    • Who is authorized to sell a home?
    • Transfer Upon Death Deed

A Little Bit About the Presenters


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 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.

Space is limited to 40 people – PLEASE RSVP ONLINE HERE

Please enable JavaScript in your browser to complete this form.
Which events are you interested in?
You will receive an email when details come available.