Encore webinars from our ABCs of Senior Housing Series
At Brett Furman Group, we strive to educate the senior community on housing options, care choices, and legal decisions by working collaboratively with local experts. The encore webinars below focus on the various options available to the 55+ market.
Click here to visit our Senior Housing Resources.
ABCs of Senior Housing
The Retirement Reality Check
with Special Guest Ty McGilberry
Part 14 in our Series focuses on The Retirement Reality Check. Welcome Ty McGilberry, CEO of Pegasus Financial Planning as we uncover the truth behind retirement planning. Whether you’re approaching retirement or helping a loved one prepare, this conversation offers straightforward, no-fluff advice you can trust.
Visit Ty’s LinkedIn profile to learn more – click here
ABCs of Senior Housing
Senior Living Demystified
with Special Guest Carin Brastow
Part 13 in our Series focuses on Senior Living Demystified. Welcome Carin Brastow, Business Development Director with The Residence at Bala Cynwyd as she breaks down everything you need to know about senior living options, costs, amenities, and making the right decision for your future.
Visit Carin’s LinkedIn profile to learn more – click here
ABCs of Senior Housing
Tax Appeal Essentials
with Special Guest Stewart Margolis
Part 12 in our Series focuses on Tax Appeal Essentials. Welcome Stewart Margolis as he covers the tax appeal process, key considerations, and strategies for homeowners to potentially reduce their property tax burden.
Visit Stewart’s LinkedIn profile to learn more – click here
ABCs of Senior Housing
Senior Move Management
with Special Guest Amanda McDermott
Part 11 in our Series focuses on Senior Move Management. Welcome Amanda McDermott, VP of Sales and Service at Right Size Relocation, who will explore the ins and outs of Senior Move Management.
Visit Amanda’s LinkedIn profile to learn more – click here
ABCs of Senior Housing
Senior Care Referral Services
with Special Guest Mindy Mozenter
Part 10 in our Series focuses on Senior Care Referral Services. Welcome Mindy Mozenter, a Certified Dementia Practitioner from Senior Living Specialists Philadelphia who will serve as a reliable guide on senior care journeys.
Visit Mindy’s LinkedIn profile to learn more – click here
ABCs of Senior Housing
Reverse Mortgages
with Special Guest Julie Didyoung
Part 9 in our Series focuses on reverse mortgages for purchasing or refinancing as a senior. Welcome Julie Didyoung from Longbridge Financial, LLC while we cover how reverse mortgages are used, who qualifies, what the benefits are, and when you can apply.
Visit Julie’s LinkedIn profile to learn more – click here
ABCs of Senior Housing
Probate Process in Pennsylvania
with Special Guest Laura M. Tobey, Esquire
Part 8 in our Series focuses on educating the 55+ adults of our community and their families on the sometimes hard-to-navigate, streamlined steps of the probate process. Welcome special guest Laura M. Tobey, Esquire from Reidenbach & Associates, LLC.
Visit Laura’s LinkedIn profile to learn more – click here
ABC’s of Senior Housing
Organizing, Staging, Decluttering, (Re)designing
with Special Guest Darla DeMorrow from HeartWork Organizing
Part 7 in our Series focuses on organizing, staging, decluttering, and (re)designing as a senior. Welcome, Darla DeMorrow from HeartWork Organizing! Discussion topics include focusing on the 5 proven steps to SORT and Succeed based on Darla’s book.
Visit Darla’s LinkedIn profile to learn more – click here
ABC’s of Senior Housing
How to Handle Personal Property in Your Home
with Special Guests Sharon O’Shea and Bill Bunch
Part 6 in our Series focuses on educating the 55+ adults of our community on what to do with all your belongings when downsizing and transitioning. Welcome Sharon O’Shea from Fixed 2 Move and Bill Bunch from Bunch Auctions! • Help moving • Estate sales • Staging • Contractor management • Plan for what to do with all your stuff • Advice • Affordable junk removers • Trash haulers.
Visit Sharon’s LinkedIn profile to learn more – click here
Visit Bill’s LinkedIn profile to learn more – click here
ABC’s of Senior Housing
Understanding Local Senior Living Options
with Special Guest Catherine Twitmyer
Part 5 in our Series focuses on understanding senior living options. Welcome Catherine Twitmyer from Next Nest Advisors, LLC! • Senior Living Advisor • Personalized Process • Resident Insight • Crisis means compromise • Start looking in your early to mid-70s • Be Proactive • Greater Philadelphia and Beyond • Process: Call, Contract with hourly wage, Questionnaire, Advocate, Follow Up • You don’t know what you don’t know • Financial Models • Start sooner rather than later • What to do with your stuff • Embrace the process • Making your own decisions now is better than waiting and having them made for you • Educate yourself.
Visit Catherine’s LinkedIn profile to learn more – click here
ABC’s of Senior Housing
The Secrets of Section 121
with Special Guest Linda Anderson, Esq.
Part 4 in our Series focuses on learning to see if you qualify to save $250,000-$500,000 in Federal taxes on the sale of your primary residence.
Visit Linda’s LinkedIn profile to learn more – click here
ABC’s of Senior Housing
Elder Care Management
with Special Guest Erin Kershaw
Part 3 in our Series focuses on Elder Care Management. • WHO WE ARE AND WHAT WE DO • I WANT TO STAY HOME • ASSESSMENT • PAYMENT • COVERAGE.
Visit Erin’s LinkedIn profile to learn more – click here.
ABC’s of Senior Housing
Elder Law Key Advice
with Special Guest Linda Anderson, Esq.
Part 2 in our Series focuses on Elder Law. Learn to navigate legal, financial, and medical issues related to elder law, estate planning, long-term care, and more. We discuss when to hire an elder law expert, what documents you need for protection, legal issues seniors encounter, tax considerations, and planning.
Visit Linda’s LinkedIn profile to learn more – click here
ABC’s of Senior Housing
Senior Housing Opportunities and Recommendations
with Special Guest Lydia Gemmer
Are you an adult, aged 55 or older, struggling to decide where to spend your senior years living? Do you find yourself questioning whether you should sell your home and move or just stay put? Are you feeling stuck and don’t know what options are out there? With so much to consider, you may be feeling overwhelmed. My new zoom webinar series, ABCs of Senior Housing with special guest Lydia Gemmer, a local senior housing expert, shares available opportunities and recommends the best decisions based on her experienced background.
Visit Lydia’s LinkedIn profile to learn more – click here.
DISCLAIMER: This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.
