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Relocating in Retirement

October 6 @ 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

Can’t make the virtual event? Register anyway and we’ll send you the recording.

Zoom Webinar