Summer Seminar Series

We recognize there’s much more to real estate than buying and selling homes.  We are proud to bring our clients a series of FREE 90-minute seminars this summer that bring clarity to the critical topics of estate planning, reverse mortgages, accessory dwelling units (ADUs), and first-time home-buying.  See below for more details, and be sure to RSVP early as space is limited at each seminar.

Wednesday, June 21st 5:30 PM – Living Trusts & Estate Planning – RSVP NOW

There are only two things in life that are certain; death and taxes!  As our population ages, the largest transfer of wealth ever will take place through inherited real estate, and the tax implications are huge.  Unfortunately, most homeowners are not prepared to easily & efficiently transfer their property to heirs.  Learn the benefits of establishing a living trust so your assets and heirs are cared for after you pass away.  Selling a home through probate can be a costly and frustrating process for your loved ones, so we’ll give you the tips and the contacts for setting up your living trust now! 

Wednesday, July 19th 5:30 PM – Reverse Mortgages – RSVP NOW

As Baby Boomers approach retirement age, many are looking for ways to be financially secure.  A reverse mortgage can be a useful tool that help homeowners aged 62 and better to utilize the equity in their homes for living expenses, health care costs, home improvements and more!  There are many stigmas around these loan programs, some of which are flat out untrue!  Come attend this seminar to learn the good, the bad, and everything in between from industry professionals who specialize in helping senior borrowers make wise financial decisions.

Wednesday, August 16th 5:30 PM – Accessory Dwelling Units – RSVP NOW

It’s now more attractive & easier than ever to build an Accessory Dwelling Unit (ADU) on your property. Our community does not have enough housing units to accommodate our growing population, which is why we’ve experienced record increases in home values and rental rates in recent years. State laws have been recently eased to allow ADUs to be build in nearly every residential neighborhood in Sacramento! Attend the workshop to learn how our city’s planning department is implementing these changes to ADU permits, and how local builders are creating customized & comfortable units that are attractive and appealing to residents.

Wednesday, September 20th 5:30 PM – First-Time Home Buying – RSVP NOW

We love helping our clients purchase their first homes!  Our aim is to educate and empower new home buyers to feel confident in the process and their decisions.  We will discuss down payment assistance loans, improving your credit score, and why its so important to have experts explain and guide you in this life-milestone transaction.  Come learn how our firm helps you to find, finance, and negotiate your first home, and why the upcoming Fall season may be the best time to buy a home!