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Confidently Support Aging Parents & Senior Loved Ones in the Family
November 20, 2025 @ 10:30 am - 12:30 pm
Come to a free Lunch & Learn Seminar
Confidently Support Aging Parents & Senior Loved Ones in the Family
Topics:
- Local Senior Living Options in Santa Barbara
- Downsizing made simple and stress-free
- Real Estate Strategies that defer Capital Gains Taxes
- Bridging the income gap in retirement and maximizing returns
- De-mystifying Wills, Trusts and the Probate process
- The 21 Critical Responsibilities of a Trustee
Lunch is provided
Please RSVP
Keynote speaker: Melissa Tierney, Realtor, Real Estate Planner
