EVENTS
Smart Selling Workshop: Downsizing, Taxes, and Planning for What’s Next
Join our free online workshop and get real-world advice from trusted experts
You can ask google…or you can ask an expert
Real Experts. Real Answers.
Join a team of experts—including a realtor, a CPA, a lender, a wealth advisor, and a moving pro—for the inside scoop on downsizing, timing, and planning your next step like a boss.
It’s free, it’s virtual, and yes—you’ll actually enjoy it.
Randyl
Walters
Realtor, Host
With 23 years of experience in the industry, Randyl brings clarity to the chaos. She’ll walk you through the listing process, talk about current market conditions, and explain how to get the most value from your home sale—without the pressure or confusion.
Kristopher
DePaolo, CPA
CEO and Shareholder Werner &
Company CPAs, PC
Company CPAs, PC
Kristopher is a seasoned tax strategist who knows exactly how a home sale affects your financial picture. He’ll break down what to expect when it comes to capital gains, exemptions, and how to plan smart whether you’re selling now or years from now.
Walter
Kichline
Moving Specialist, Owner, You Move Me
David helps clients prepare for what’s next. He’ll walk through the financial considerations of downsizing or transitioning into retirement, with real-life insights on how to align your move with your money goals.
Tom
Fellenz
Loan Officer, Home Front Mortgage, NMLS#: 123571
Tom is your go-to for creative financing options. Whether you’re buying before selling, exploring bridge loans, or just want to know what’s possible for your next move, he’ll make the numbers make sense.
David
Ellowitch
Private Wealth Advisor | CFP®, AEP®
David helps clients prepare for what’s next. He’ll walk through the financial considerations of downsizing or transitioning into retirement, with real-life insights on how to align your move with your money goals.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Additional advisory services offered through IronBridge Wealth Counsel, LLC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.