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Senior Housing Webinars

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

with Special Guest Julie Didyoung from Longbridge Financial, LLC

Part 9 in our Series focuses on reverse mortgages for purchasing or refinancing as a senior. We will 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

with Special Guest Laura M. Tobey, Esquire from Reidenbach & Associates, LLC

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.

Visit Laura’s LinkedIn profile to learn more – click here

ABC’s of Senior Housing
– HeartWork Organizing

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 from Fixed 2 Move and Bill Bunch from Bunch Auctions

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

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

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

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

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.

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