UPCOMING SEMINARS
UPCOMING SEMINARS
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-level, 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.
January 15, 2026
Santa Barbara, CA
January’s schedule kicks off with our signature Lunch ’n Learn Seminar on Thursday, January 15th, bringing the community together for powerful education, practical guidance, and real conversations about planning ahead. If you want to start the year with clarity and confidence around senior living options, downsizing, trust and estate considerations, or strategic real estate decisions, this is the seminar you won’t want to miss. Register today and step into the new year prepared, informed, and empowered.
February 2026
Santa Barbara, CA
On the First Thursday of February, I host our Community Panel Interview — a dynamic, expert-led conversation featuring fiduciaries, senior living executives, healthcare leaders, and trusted professionals who offer real-world insights on the issues families face as they plan for aging, downsizing, and legacy. It’s an eye-opening, high-value forum that brings clarity to the questions most people don’t know to ask.
Then, on the Third Thursday, join me for my signature Lunch ’n Learn Seminar — a concierge-level educational experience where I break down senior living options, real estate planning strategies, capital-gains considerations, and wealth-protection tools in a simple, practical way. These sessions are designed to equip you with the knowledge and confidence to make smart, informed decisions long before a crisis hits.
Both events are open to the community, always packed with actionable guidance, and intentionally curated to support families, seniors, and the professionals who serve them.