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Relocating in Retirement

October 6 2021 @ 1:00 pm 2:00 pm CDT

Choosing where to live in retirement is a financial decision as well as an emotional one. Some people may want to move to a warmer climate or downsize to a condo in a maintenance-free community. The decision can have a dramatic effect on your relationships, hobbies, and many other aspects of your life.

Whatever possibilities you’re considering, it’s a major decision that requires planning, research, and weighing the pros and cons of each option.

In this webinar, financial advisors Justin Smith and Jeff Lewis will help you consider:

  • How to avoid common mistakes people make when relocating in retirement
  • What to think about when selling, purchasing, and financing a home
  • How the new property will fit into your balance sheet and estate plan
  • How your tax picture might change and how to make the most of your tax situation

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Zoom Webinar