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Active Boomer Seminars

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The kids moved out years ago. Retirement is wonderful. The house holds so many memories but is bigger than you need and requires exhausting upkeep. You are thinking about the next chapter and what that means. Do we stay in our house and ‘thrive in place’ or transition to a new home? What do the new tax laws mean for us? Should we set up a trust before we sell? Do we need an estate attorney? How do we get the house ready to put on the market? How do we protect our nest egg?

The Active Boomer Seminars focus on the issues on the minds of those who are contemplating this next phase. Since 2016, Brian Cairney has covered these and many more topics at free and informal seminars that enable you, active boomers, to learn and ask questions on everything from tax planning to fixing the roof to market conditions. Brian taps into his 15+ years of experience as a real estate agent in Silicon Valley and also brings in guest speakers to address the topics that are specific to your needs.

Considering a move cannot only be complicated, but also emotional as it affects you and your loved ones. There are a myriad of issues to consider so why not start doing your homework on this process with a trusted and experienced real estate partner like Brian?

The next Active Boomer Seminar will be:

August 29, 2018

11:30 am – 12:30 pm

Ladera Oaks Swim & Tennis Club

3249 Alpine Rd, Portola Valley, CA 94028

The seminar is free of charge. Please feel free to email any questions regarding the seminar or topics covered to brian@kerwinassociates.com.