Transitioning to a new chapter of life should be an exciting milestone, not a source of stress. Join 5pointsgroup for an exclusive Lunch & Learn designed to simplify the complexities of downsizing. We’ve assembled a group of local experts—the “Dream Team” of relocation—to guide you through every financial, legal, and emotional step of “right-sizing” your lifestyle.
Meet Your Expert Panel
- The Strategy: Real Estate & Market Insights
Andrew Hermiston, SRES | 5 Points Group As your “Quarterback,” Andrew ensures every piece of the puzzle fits together.
Local Expertise: Get the pulse on market timing in Barrie and surrounding areas.
Reality vs. Expectation: Learn what homes are actually selling for compared to asking prices.
Finding Your Fit: Explore downsizing options including luxury condos, main-floor bungalows, and vibrant lifestyle communities.
The Transition: Master the art of buying and selling simultaneously without compromising your security. - The Logistics: Stress-Free Decluttering
Erin Moreau | Professional Organizer Turn a lifetime of memories into a curated collection.
Decluttering Simplified: Proven methods to reduce your belongings without the emotional overwhelm.
The Three Pillars: Expert advice on what to keep, what to sell, and where to donate.
White-Glove Service: Discover how full-service move coordination can handle the heavy lifting for you. - The Protection: Legal & Estate Planning
Mark Weir | HMH Law Ensure your legacy and your assets are protected during the move.
Estate Essentials: Understanding the vital role of Power of Attorney and modern estate planning.
The Fine Print: Critical considerations for title transfers and property transitions.
Probate Prevention: Strategies to avoid unexpected legal “surprises” and minimize probate fees. - The Wealth: Financial & Retirement Planning.
Galina Johnston, VP | IG Wealth Management Make your home equity work for your future.
Tax Efficiency: Navigate the tax implications of selling your primary residence.
Unlocking Capital: How to safely access home equity to fund your next chapter.
Sustainable Income: Strategic planning to ensure your lifestyle remains comfortable long after the move. - The Future: Lifestyle & Community Living.
Tanya Shields, CRTS | Certified Relocation & Transition Specialist It’s not just about where you live, but how you live.
Community Deep-Dive: An insider’s look at local retirement and independent living options.
The Cost Comparison: A transparent look at the expenses of community living versus the hidden costs of staying in a large family home.
Social Vitality: Exploring the health and social benefits of a rightsized environment.
Why Attend? Downsizing is about more than just moving boxes; it’s about gaining freedom. Whether you are planning for next year or the next decade, this event provides the clarity and professional network you need to move forward with confidence. For more information and to register, please visit the 5pointsgroup website.
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