Moving in the Right Direction Seminar
Thanks to everyone who came out to join us at our August 20 seminar!
Stay tuned for our next event date!
Join Bruce's Team and the Laureate Group for a free 1/2 day seminar on August 20, where we will be discussing everything from downsizing, the current real estate market, preparing to sell your home, financial planning and more! Don't miss this opportunity to get expert advice all in one place! If you’ve attended a previous seminar, come again as we’ve updated our content! You wont want to miss out!
Presented by Bruce and Jeanne Nemovitz and Adele Lund of the Laureate Group
Date: August 20th, 2019
Location: Menomonee Falls Hotel / Delta Hotels by Marriott Milwaukee Northwest
N88 W14750 Main Street,
Menomonee Falls, WI 53051
(Closest Exit off Hwy 41 is Main St Exit. East of Pilgrim Rd on Main Street in Menomonee Falls)
Time: 9am - 12pm
Doors open at 8:30am
(Light Breakfast and Coffee provided)
Cost: Free, however registration is required and seating is limited
Preparing your home to sell
The home selling process
What millennial buyers are looking for in a home
The shifting state of the real estate market
How to overcome fear when facing a move
Dispelling myths about senior living
Estate Planning Issues
Change – it’s inevitable so why do we fight it?
Experts will be on site to answer your questions about their services including: Staging a home, VA and family care benefits, downsizing, moving services, senior communities, real estate questions, valuing a property and much more!
John Mercure, WTMJ
John Mercure is the Host of Wisconsin's Afternoon News, the #1 afternoon news show in Wisconsin. He is a five time Emmy award winning journalist who has been covering the biggest stories in Milwaukee for almost 20 years. John and his wife Michelle have twenty- five year old twin daughters. He is passionate about traveling around the world and in Wisconsin, and he is an enthusiastic Packers, Brewers & Bucks fan.
Bruce and Jeanne Nemovitz, Bruce’s Team
What’s Going on in the Real Estate Market! Prices Up or Down? Learn how to be successful in any market when selling your long-time home!
Bruce Nemovitz has been a Realtor in the Milwaukee area for more than thirty-five years. When he started in the residential real estate business, there was no acknowledgement of the special needs of older adults who have lived in their homes for many years. He is in expert in helping senior parents moving into a different lifestyle.
Austin Cole, Bruce's Team
The Millennial Buyer - What millennial buyers are looking for in a home, and how to appeal to these eager buyers.
Austin Cole joined Bruce’s Team in 2016. Having grown up in Southeastern Wisconsin, Austin is very knowledgeable about the area, people, neighborhoods and culture it brings. Austin is a fantastic addition to Bruce’s Team, bringing a wealth of experience putting people first. His knowledge of current technology, marketing and sales trends ensures his client’s success. Austin has always felt that conducting business in a way that fosters transparency and openness is the best way to keep people comfortable and happy through their entire experience. Austin’s motto is “Put your heart into everything you do, and strive for the highest quality in all things.” His years of experience in sales and customer service have put this attitude to the test. Austin is looking forward to building relationships with clients through out the entire home buying or selling process.
Adele Lund, Director – Community & Business Relations, Laureate Group
Serving older adults and their families for 32 years.
Taking Confusion out of Finding the Right Senior Community
How do I know which community is the right one for me?
What’s the difference between a senior apartment and a retirement community?
Dispelling myths about senior living.
Change – it’s inevitable so why do we fight it?
“Downsizing a Lifetime of Treasures; making it simple and easy!”
Melinda Stuart, Owner Smart Moves 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.
Estate Planning Issues
Terry L. Campbell, Attorney at Law, Moertl, Wilkins & Campbell, S.C.
Terry L. Campbell is the managing shareholder at Moertl, Wilkins & Campbell, S.C. and has counseled clients on a wide range of lifetime and estate planning and business planning issues for more than 38 years. Terry focuses his practice in the areas of lifetime and estate planning which includes wills, powers of attorney, trusts and estates, probate and tax planning and preparation. He also has extensive experience with elder law issues, including Title 19/MedicalAssistance planning. In the business areas, Terry has prepared shareholder agreements and contracts, counseled individuals in forming a business and represented individuals buying or selling a business.
Terry is a frequent speaker on lifetime and estate planning issues and has been a featured lecturer at estate and elder law programs held at local colleges, hospitals and retirement homes. He is a member of the Milwaukee County Bar Association, the Wisconsin Bar Association, and the National Academy of Elder Law Attorneys (NAELA). He is also a member of the Board of Directors of the Special Needs and Elder Law Section of the Wisconsin State Bar Association, and is the current Chair-Elect. He is a member of the Herbert J. Mueller Society, an organization that recognizes advisors who have worked with the Greater Milwaukee Foundation for their charitably-minded clients. He has served as past chairman of the Milwaukee County Bar Association Lawyer Referral Service Committee.
Paul Broesch, President Broesch & Co., S.C.
Broesch & Co., S.C. is a second-generation family owned CPA firm offering tax, accounting and business consulting services. We’re focused on making the lives our clients better, by giving guidance and direction to help them reach their goals, while providing peace of mind they are compliant with the state and new federal laws.
Anne Mank CPA® CFP®, Wealth Advisor
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.
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.
Cynthia Minuti, Landmark Credit Union | SVP, Branch Strategy & Delivery
At Landmark Credit Union, we live by the words “You’re worth more here.” That’s why we offer lots of straightforward options to help with your everyday financial needs. As a not-for-profit financial cooperative, we return profits to our members in the form of better rates and lower fees. Stop by our table to learn more about how we can save you more money for the things that really matter.
Harlan Accola, Reverse Mortgage Director • NMLS ID 277693
Harlan has been in the mortgage industry for over 20 years. He has specialized in reverse mortgages since 2003 and is currently the Reverse Mortgage Director for Fairway. Harlan is very passionate about the role that reverse mortgages can play in changing the way retirement is done in this country. His best attribute is confronting conventional wisdom with new and innovative ideas that will give you a completely different perspective.
Karl and Carol Ralian, Seniors Helping Seniors
Seniors Helping Seniors Supportive Services provides physical and emotional support to seniors who may be struggling with their activities of daily living, or who may be depressed or isolated in their homes. What distinguishes us from the many other companies in this field is the fact that our caregivers are retired seniors themselves. We provide age appropriate support by caregivers who understand the aging process and are committed to the very best in loving care. If you are looking for care for yourself or a loved one please contact us for further information on what makes us different and unique.
Barb Boehler, Show and Sell Home Staging
How to get the biggest bang for the buck with the least amount of money when showing off your home for sale.
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.