Seminar Schedule
My monthly Lunch and Learn seminars are designed for discerning homeowners, families, and advisors who want clarity, confidence, and a strategic plan before life forces a decision. These aren’t generic presentations they are high elvel, concierge-style sessions that demystify senior living options, downsizing, trust and probate sales, capital gains tax strategies, and real estate planning through the lens of Santa Barbara’s most trusted Senior Transition Specialist. Attendees walk away with the insights, tools, and next steps they didn’t even know they needed the conversations that protect equity, prevent costly mistakes, and safeguard family legacy. If you're navigating a major life transition, planning ahead for a loved one, or simply want to make smarter real estate decisions, these seminars are where the real education happens. Join us and get empowered before you’re overwhelmed.
April 2026 - Lunch & learn
Santa Barbara, CA
On April 16th , join us for Lunch & Learn - Aging with Intention & senior living communities in Santa Barbara.
Welcome! We are hosting a free, seminar covering essential topics for folks with senior loved ones in their families. This is ideal for anyone who owns property and has downsizing on their mind, and has questions about deferring capital gains taxes. The following topics are included:
Senior Living Options – Understanding and planning for the best choices
Future Planning & Wealth Preservation – Strategies to build, protect, and transfer wealth
Trustee Responsibilities – 21 key things to know
Wills, Trusts, Probate & Conservatorship – Navigating the legal landscape
Decluttering & Moving – Best practices and available resources
Legacy & Family Feud Prevention – Keeping wealth in the family, avoiding disputes
Tax-Deferring Real Estate Strategies – Maximizing wealth through smart planning
Experts in estate planning, real estate, financial planning, and tax strategies will be on hand to share their knowledge and answer questions. This is a great opportunity to learn, ask questions, and connect with professionals in a relaxed setting.
June 2026 - Community Panel Interview: Senior Living Options in Santa Barbara
Santa Barbara, CA
On June 4th , join us for a Community Panel. More information coming soon…