Join us for a powerful panel discussion designed to help you navigate the financial, legal, and lifestyle decisions that come with life transitions—whether you're preparing to retire, managing a property, or planning for the future.

• Heather Chubb, a trusted Life Transitions Lawyer, will uncover the most common estate planning mistakes, from failing to update documents after major life events to misunderstandings around probate, trusts, and powers of attorney.

• As specialists in helping seniors transition from their homes into independent living, realtors Amy Karle and Angie Westberg will share expert advice on decluttering, staging, and simple upgrades that make a big impact when preparing your home to sell or rent—plus how to decide whether renting or selling aligns best with your goals.

• Experienced securities professional, Jamie Furlong, will break down 1031 Exchanges and their powerful role in deferring capital gains taxes, preserving long-term wealth, and helping investors transition from active landlording to passive investing.

• An insightful Q&A session with the panelists will follow.

Whether you’re thinking about downsizing, simplifying, or just making more informed decisions, this event will give you the tools and insights to move forward with confidence.

Hosted by Diana Hildebran and the Revel Folsom team

Revel Folsom is a premier independent living community designed to support vibrant, active senior living through holistic wellness pillars, culinary experiences, and personalized services.

Register through the form below

You will receive a confirmation email from Eventbrite with additional details about the event. While registration is required, no physical or digital tickets are required to enter.