Register for the Planning Ahead Seminar
Creating Clarity for Your Next Chapter - A thoughtful, no-pressure conversation about your home, finances, and future options
Saturday, April 4th, 2026, 9 - 10 AM
500 Cummings Center, Suite 1450, Beverly, MA
Name
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First Name
Last Name
Email
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example@example.com
Phone Number
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Please enter a valid phone number.
Format: (000) 000-0000.
Home Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
How many people are you bringing (including yourself)?
Please share name(s) of any guest(s) you will be bringing
Which topics are you most interested in learning more about? Help us tailor the conversation.
Future housing options (downsizing, relocating, renting, etc.)
Understanding the real estate process when planning a movie
Aging in place or modifying a home for the future
Accessory Dwelling Units (ADUs)or multigenerational living
Helping parents think through housing or planning decisions
Acting as a trustee, executor, or helping manage a family member's estate
Reviewing or updating an existing estate plan
Understanding wills, trusts, and powers of attorney
Financial planning considerations around housing decisions
Managing personal belongings when simplifying or downsizing
Navigating family conservations around future planning
General planning ahead/understanding options
I'm mostly attending to listen and learn
Other
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