City Gardens Downsizers Seminar – Taylor Bertoli, Abbott Wealth Management Inc. May 26, 2023

Are you tired of feeling weighed down by your current home and possessions? Do you long for a simpler, more manageable lifestyle? If so, downsizing might be the perfect solution for you! Downsizing is a popular trend in the real estate market and for a good reason. It offers homeowners the opportunity to buy a smaller home that better fits their needs and lifestyle. But let’s face it, the downsizing process can be daunting and overwhelming especially the financial implications of it. That’s why we are excited to have Taylor Bertoli from Abbott Wealth Management as a featured speaker at The Upside of Downsizing 2.0 seminar.

Taylor is an expert in navigating the downsizing journey and will provide valuable insights into the financial aspects of this process. She will focus on strategies and financial discipline necessary to successfully navigate the process of purchasing a new home. Taylor will also emphasize the benefits of investing the residual sales proceeds if the home purchase was a result of downsizing. She will explore the potential growth and income opportunities that arise from utilizing these funds wisely. By providing insights into prudent investment strategies, Taylor aims to empower attendees to maximize the financial benefits of downsizing and make the most of their newfound resources.

“I think that this seminar is a great way to engage the community. City Gardens understands the planning and impacts of such a development on Kamloops and seeks to move forward with intention and support from an array of industries, including wealth management,” said Taylor, adding, “I am looking forward to connecting with our community and sharing financial insight that could be helpful to those that are interested in calling City Gardens home.”

Don’t miss out on this opportunity to learn from the experts and take the first step towards downsizing your home and simplifying your life.

This free event is limited to just 20 attendees and will provide you with practical tips and tricks for downsizing your home, decluttering your possessions, and simplifying your life.

When: June 8, 2023, from 4 to 6 p.m.

Where: Sale Centre and Show Suite, 238 4th Avenue.

Sign up for the event today:

Whether you’re an empty nester looking to downsize your home, a young professional seeking a minimalist lifestyle, or anyone in between, this seminar is the perfect opportunity to learn more about the benefits of downsizing and how to make it work for you.

Author: Mandy Curtis Post Date: May 26, 2023

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