Five class series tackles topics important to mature adults and their families

A little over 9 years ago, Ingrid and John Sullivan were faced with the task of helping John’s mother make a move.  As REALTORS®, they were very familiar with the ins and outs of selling a home but they weren’t prepared for all of the additional things that come with helping a senior move from their home of over 50 years.  Throughout this process, they came to realize that there was a great need for assistance and education when it comes to the downsizing process and they began focusing their business toward helping mature adults and their families.

Their  company, The Senior Downsizing Experts Group, has helped scores of seniors make moves and educated hundreds through their seminars and panels.  In 2017, they authored the book “The Ultimate Guide to Downsizing” which gives an overview of the downsizing process and provides a blueprint to help older adults as they begin to think about making a move.

Last year, they started the Smart Senior Series which consists of five seminars.  This educational series explores topics near and dear to adults 55 and older and their families.  Each session runs approximately 90 minutes and is followed by a Q&A session.  Each includes a panel of experts who present facts - and bust myths - about the featured topic.  Panels are moderated by the Sullivans.  The series ran in Arlington during the 1st half of 2018 and then moved to Fort Worth for the 2nd half of the year.  Beginning next month, the series will begin a 5 month run in Frisco at the Hyatt House.  Title sponsors are Senior Downsizing Experts and Trendmaker Homes.  Other sponsors include Davidson Law Group, Dignity Memorial, Watermere at Frisco and Retirement Funding Solutions.

"We created this education series to help mature adults separate fact from fiction.  They see things on TV and hear rumors from friends and they aren't sure what the truth is about these topics," says Ingrid.  "We have partnered with senior-focused professionals whose goal is to help seniors, not take advantage of them.  We are bringing these experts together on our panels to educate attendees so they can be informed and empowered as they make decisions about their future."

The first panel, "Be Smart About Planning for Your Future," will be presented on Saturday, February 23 at 10:00 a.m. at Hyatt House Frisco located at 2875 Parkwood Boulevard.  In this seminar, experts will discuss important legal considerations, ways to preserve wealth, how to be prepared for any situation, and how to avoid being caught unprepared in a time of crisis. 

Future seminars will cover topics such as downsizing/rightsizing, preparing a home for sale, dealing with your stuff, and aging in the right place.  For a full list of seminars and dates, visit www.SmartSeniorSeries.com.

There is no cost to attend for those 55 and older or their guests.  Reservations can be made at www.SmartSeniorSeries.com or by calling 817-635-1043.  Space is limited so guests are asked to pre-register to reserve their spot.