Downsizing & Estate Planning Registration

Right-Sizing Your Life: A Senior Downsizing Lunch & Learn Experience

Transitioning to a new chapter of life should be an exciting milestone, not a source of stress. Join us for an exclusive Lunch & Learn designed to simplify the complexities of downsizing. We’ve assembled a group of local experts—the "Dream Team" of relocation—to guide you through every financial, legal, and emotional step of "right-sizing" your lifestyle.

Meet Your Expert Panel

1. The Strategy: Real Estate & Market Insights

Andrew Hermiston, SRES | 5 Points Group As your "Quarterback," Andrew ensures every piece of the puzzle fits together.

• Local Expertise: Get the pulse on market timing in Barrie and surrounding areas.

• Reality vs. Expectation: Learn what homes are actually selling for compared to asking prices.

• Finding Your Fit: Explore downsizing options including luxury condos, main-floor bungalows, and vibrant lifestyle communities.

• The Transition: Master the art of buying and selling simultaneously without compromising your security.

2. The Logistics: Stress-Free Decluttering

Erin Moreau | Professional Organizer Turn a lifetime of memories into a curated collection.

• Decluttering Simplified: Proven methods to reduce your belongings without the emotional overwhelm.

• The Three Pillars: Expert advice on what to keep, what to sell, and where to donate.

• White-Glove Service: Discover how full-service move coordination can handle the heavy lifting for you.

3. The Protection: Legal & Estate Planning

Mark Weir | HMH Law Ensure your legacy and your assets are protected during the move.

• Estate Essentials: Understanding the vital role of Power of Attorney and modern estate planning.

• The Fine Print: Critical considerations for title transfers and property transitions.

• Probate Prevention: Strategies to avoid unexpected legal "surprises" and minimize probate fees.

4. The Wealth: Financial & Retirement Planning

Galina Johnston, VP | IG Wealth Management Make your home equity work for your future.

• Tax Efficiency: Navigate the tax implications of selling your primary residence.

• Unlocking Capital: How to safely access home equity to fund your next chapter.

• Sustainable Income: Strategic planning to ensure your lifestyle remains comfortable long after the move.

5. The Future: Lifestyle & Community Living

Tanya Shields, CRTS | Certified Relocation & Transition Specialist It’s not just about where you live, but how you live.

• Community Deep-Dive: An insider’s look at local retirement and independent living options.

• The Cost Comparison: A transparent look at the expenses of community living versus the hidden costs of staying in a large family home.

• Social Vitality: Exploring the health and social benefits of a rightsized environment.

Why Attend? Downsizing is about more than just moving boxes; it’s about gaining freedom. Whether you are planning for next year or the next decade, this event provides the clarity and professional network you need to move forward with confidence.