Is It Time To Downsize?

Are you or your parents considering downsizing? This is the perfect place to start!

Do you think it might be time to downsize, but you just aren’t sure?

Join Generation Capital Management’s CERTIFIED FINANCIAL PLANNER™ professional, John Howe-Wemett, CFP®, MS, Brittany Quataert from Sharon Quataert Realty, Sarah Goldstein Post from Premium Mortgage, and Morgan Hinckley from Hinckley Legal, PLLC for an in-person seminar designed to help you make an informed decision. 

Date: January 28th, 2025
Time: 12:45-1:45 pm Eastern
Location: Pittsford Community Library’s Fisher Room
Cost: Free

Light refreshments and snacks will be served!

During the seminar, the presenters will share insights from their respective practices on some of the signs it might be time to move, common pitfalls to avoid, the potential tax implications, and some strategies for utilizing the proceeds of a sale to help you meet your goals.

Seats are limited—reserve your spot today. We can’t wait to see you there!