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Seminars & resources

Capital Senior
Solutions

SEMINARS & RESOURCES

Capital Senior Solutions

Be Equipped with the Tools Needed

for this New Experience

Free Senior Seminars

Let’s talk about the senior experience! We’re here to answer any questions you may have about the home buying, selling, and moving process. We invite you to register below for one of our free senior seminars or browse our video library of past seminars and helpful senior content!

Upcoming Senior Seminar Dates

2026 Seminars

  • The Next Move: Navigating Real Estate in times of Transition
    May 27th 12 p.m via zoom REGISTER HERE
    Life is full of transitions and few decisions carry more financial and emotional weight than those involving your home. Whether you’re thinking about downsizing, helping a child purchase their first home, adjusting to a new living situation after a major life change, or simply wondering what your next chapter looks like, this conversation is for you. Join Michelle V. Muhammed, CFP®, CDFA®, ChFC® of M&M Wealth Advisory, Jan Brito of Compass Real Estate, and Mike Schumacher, Sr. Loan Officer & Bridge Loan Specialist at ACM LLC, for an honest, practical panel conversation covering the intersection of housing and financial planning during life’s biggest transitions. Topics will include: – Financial considerations when downsizing – Gifting money to children for a home purchase — what you need to know – Bridge loans and financing options during transitional periods – Real estate market insights and what they mean for your planning – How major life changes divorce, retirement, loss of a spouse affect your housing decisions – Coordinating your real estate and financial strategies for the best outcome This is an open conversation designed to give you the information and perspective you need to make confident decisions. Bring your questions there will be time for live Q&A at the end. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners and M&M Wealth Advisory are separate entities. This information is not intended as tax or legal advice. Please consult a legal or tax professional for information regarding your individual situation.

Downsizers Club Meetings

 

OTHER LOCAL EVENTS 

 

 

 

Don’t see what you are looking for? 

Our seminar topics will vary from month to month to cover a variety of topics. Descriptions of upcoming seminars can be found below, and recordings of past seminars are in our video library. 

If there is a topic you would like to see us cover in a future seminar please share that idea with us. 

    

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Downsizers Club

 An expert resource for seniors looking to downsize their homes. Gain real-life insight from Certified Senior Downsizing Coaches (CSDC) and other homeowners who are going through the same experiences as you!

 Join the Downsizers Club
Sign up to receive an email notifications about the Downsizers Club!

Home Preparation

Checklist

Looking for a step-by-step home preparation checklist? We’ve got you covered! Complete the form below to download your free copy of the Capital Senior Solutions Home Preparation Checklist.