Some people feel house rich but cash poor, and don’t know how to change that equation. Others would like to sell their homes but aren’t sure how to manage the capital gains tax. Still others would like to know what kind of housing options even exist. If you have questions such as these, you’ll want to attend our info-packed Housing Conference where you can talk with experts and get help creating a plan of action.
Mitchell Park
3700 Middlefield Road
Palo Alto,CA 94303
Agenda
Registration
Coffee and juice compliments of Home Instead Senior Care
Keynote Address: “Expanding Choice Age-Friendly Living,” by Don Weden, former County Planner
Session A (Choose workshop 1, 2, or 3)
Lunch provided. Door Prizes Announced at 12:45pm
Session B (Choose workshop 4, 5, or 6)
Session C (Choose workshop 7, 8, or 9)
Sessions
10:45 am
Workshop 1 -Thriving at Home: Ways to Improve Cash Flow and Reduce Stress
Financial Professionals moderated by Barbara Binder, CFP, BKB Financial Advisors
Do you want to stay in your home, but your cash flow is tight? Your house is worth a lot on paper, but that doesn’t help you pay the bills. Learn creative ways to relieve financial pressure, reduce isolation and loneliness, and get support for activities of daily living.
Workshop 2 -What Makes the Real Estate Market Tick…And What Does It Mean To You?
Michael Dreyfus, President, Golden Gate Sotheby’s International Realty
Review market fundamentals, factors influencing supply and demand, what can be learned from the past 30 years of real estate cycles in the Bay Area and how it may affect your decision or your family’s decision to buy or sell property. Hear about Bay Area trends and what’s hot and what’s not.
Workshop 3 – Evaluating Housing Options to Match Your Lifestyle
Paula Wolfson, Avenidas Care Partners Manager
The decision to age in place or relocate involves complex decision-making. Assess your current health status, social supports, financial and insurance resources, transportation and housing location preferences. Develop a plan to help choose the best living situation before you sign a contract to rent or buy in.
1:00 pm
Workshop 4 – On Your Mark, Get Set, STAY!
Cindy Hofen, Managing Moves & More President; Martin Simenc, Home Safety Services President; Genie Nowicki, Harrell Remodeling, Senior Designer
Take your current residence from Now to WOW! Aging in Place is more than adding a grab bar or organizing a drawer. It’s about quality of life– happiness, independence and safety. Plan costs, benefits and basics to make your current home fit your current and future needs.
Workshop 5- Smart Moves: Financial Tax Considerations when Selling a Highly Appreciated Home
Barbara Binder, CFP, BKB Financial Advisors and Jeff Woods, Partner, Planned Giving Coach LLC
Find out how the new tax law affects the sale of personal residences. Discover ways to manage your capital gains tax and provide benefits to yourself and others when selling your home. Learn when you can transfer your low property tax to your new residence or to your children. Hear real-life examples of people who have used these tips.
Workshop 6 – Filling the Need: Senior Housing and Accessory Dwelling Units
Nevada Merriman, MidPen Housing Director, and Greg Popovich, ADU specialist, Goldbar Builders
An experience based presentation delivered by two experts. One will cover the future of dedicated senior housing on the Peninsula. The other will focus on design, construction and financing of ADUs on your property for multi-generational living, aging-in-place, or extra income.
2:30 pm
Workshop 7 -Technology & Resources for Aging In Place
Jyllian Halliburton, Avenidas Volunteer Manager, and Eric Gee, Avenidas Generations Lab Manager
You’ll discover a variety of new technology, gadgets, apps and services that can make aging in your own home safe and comfortable. You’ll also learn how Avenidas programs such as Transportation, Handyman, Care Partners, Rose Kleiner Center, and Avenidas Village can help you age in place.
Workshop 8 – California Dreaming & Active Living (But Not In the Same House)
Presented by Real Estate Professionals
Downsize your home and upsize your life! Learn about housing options available all along the Peninsula and beyond. Specialists will talk about condos, patio homes, golf communities and more, with information on costs, sizes, fees and features, as well as tips, brochures and maps. Whether purchasing or renting — there’s a place for you.
Workshop 9- How Local Care Communities Can Work for You
Kaye Sharbrough, Senior Seasons
This panel will cover the many choices available in the Bay Area for senior housing options. Reps from Channing House and The Forum (life care/ CCRC) Palo Alto Sunrise Assisted Living, and Gordon Manor (memory care) will summarize their offerings and answer your questions.
Sponsors
