This seminar will explore financial issues facing seniors in 2026. Topics include pension strategies and changes, Ohio tax matters not typically covered in advice columns, house sale myths, Social Security traps, capital gains, planned gifting, inherited assets and what should be put in writing, as well as selected current financial articles.

Just imagine your next move being simple, certain, and stress-free. Whether you are curious about downsizing for a new lifestyle or helping a family member navigate their first purchase, this seminar provides the clarity you need. We explore strategies for selling your current home, modern financing options, and how to support the next generation in today’s market. How would you feel knowing you had a clear plan for every stage of life? Join us to turn your questions into a confident next step for you and your family.