Thank you to everyone who participated in the March 6th seminar. We hope to host another event in the Fall of 2018! Stay tuned!


Join Bruce's Team and local experts for a free 1/2  day seminar on March 6th, where we will be discussing everything  from downsizing, preparing to sell your home, financial planning, Medicare and more! Don't miss this opportunity to get expert advise all in one place!

 
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Date: March 6th, 2018 

Location: Boerner Botanical Gardens
9400 Boerner Dr, Hales Corners, WI 53130

Time: 9am - 12pm
(Light Breakfast and Coffee provided)

Cost: Free, however registration is required and seating is limited

Bruce Nemovitz, certified Senior Real Estate Professional (SRES) is hosting a 1/2 day seminar for seniors who are considering a move from their long-time home or have questions about housing options and retirement living.  The seminar aims to inform seniors about the transition process in the least intimidating way possible.

Speaker topics include: 

  • Preparing your home to sell
  • The home selling process
  • What millennial buyers are looking for in a home
  • Navigating Medicare
  • How to overcome fear when facing a move
  • Family therapist’s advice on navigating the conversation between children and their senior parents faced with a move to senior living

Experts will be on site to answer your questions about their services including: Staging a home, VA and family care benefits, downsizing, moving services, real estate questions, valuing a property and much more!

Speakers and Exhibitors:

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"Hidden money; Overlooked funds could pay for Long Term Care"

Barbara Horstmeyer, Senior Planning Group, Inc. 

There are countless ways to finance long-term care needs. All too often, though, individuals do not pursue a comprehensive care plan early enough to cover all of their future costs. Either they are not proactive, or they plan to “self-insure” for long-term care through the lifetime accumulation of personal savings and investments. But, unless you have amassed substantial monetary resources, these costs can wipe out a person’s life savings in a relatively short amount of time. Learn about all your options when paying for long-term care!

 
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"It Doesn’t Have to Be This Way: Working With “Difficult Conversations” That Occur Between Senior Adult Parents and Their Adult Children Regarding the Potential of Selling the Family Home"

Alan S. Wolkenstein, MSW, ACSW Behavioral Sciences Educator

These conversations are important and frequently anxiety provoking and stressful because they tend to occur after a major and life changing loss experienced by the senior adult parents. Come and let us sit together and we will talk about, share, and problem solve in order to reduce the blockages and enhance their conversations with you.

 

"What to do with the equity of your home after the sale”

Anne Mank, CPA, Ellenbecker Investment Group

Anne joined EIG in September of 2017 and firmly believes that “if you fail to plan, you plan to fail” which are the famous words of Benjamin Franklin. She has used this quote to guide her through her 20 years in the financial industry. Anne’s industry experience has taken her around the world, helping companies with her accounting, financial and compliance expertise. She started her career at Deloitte & Touche in 1997 and has worked for Manpower, Midwest Airlines, Journal Communications, Cielo and Edward Jones. Her experience at these corporations include tax, audit, SEC reporting, accounting, budgeting, financial analysis, treasury, restructuring, corporate investment due diligence, financial planning and wealth management. She loves to learn and uses this passion with each of her clients to understand their complete financial situation. Her clients know that their “personal CFO” understands their goals and will coach them to success.

 
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"Navigating Your Medicare Options - A brief overview of the most common forms of Senior Health Insurance including Medicare Pt A, B, C, D, and more!"

Jim Larson, HealthMarkets Insurance Agency

Jim Larson is an Executive Sales Leader with HealthMarkets Insurance Agency who works with Seniors and Individuals to assist in the selection of personal insurance products. After spending nearly a decade navigating the ever changing markets and products available to individuals and seniors Jim has developed a common sense approach to a complicated system that allows him to help families in all stages of life create customized benefits packages with confidence.

 
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"Preparing to Make your Move"

Melinda Stuart, Owner Smart Move for Seniors

The thought of moving is often overwhelming. Once you've decided to move you still need to figure out how to get there and what to do with all the "stuff". We will help break the process down into small manageable steps so you can feel calm, cool and collected as you move into your new home.

Melinda Stuart has a passion for working with people. As a Certified Senior Move Manager she enjoys hearing clients' life stories as they prepare for the next chapter. She specializes in assisting clients and their families with downsizing, relocating, and re-settling.  Melinda also loves presenting and can be heard on local radio shows and giving seminars around town.

 
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“SHOW and Sell Staging will set the scene in your home to create a buyers  immediate interest and assist in getting it SOLD quickly and for top dollar!!!”

Barb Boehler,  Show and Sell Home Staging

Exhibitors: 

 
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Bruce's Books:

Bruce is author of "Moving in the Right Direction" which give specific, usable, and thorough information for Seniors to take them through the transition process step by step in the least intimidating way possible.  Bruce has also authored "Guiding Our Parents in the Right Direction" which provides real life examples to help you better understand what your parents are going through and how to best assist them. This is particularly helpful for those of you who wrestle with the notion that you aren’t doing enough to help your parents.