Are your housing needs changing? Join us to learn more from Cape Cod’s ONLY Certified Real Estate Planners!
By Gervais Group Real Estate Services
Date and time:
Monday, May 6 · 11am – 1pm EDT
Location:
Barnstable Council On Aging
825 Falmouth Road Barnstable, MA 02601
Planning For The Future and Beyond – Enjoy a complimentary lunch and get answers to these common questions:
👉🏻 What can be done to make my current home safer for me as I age?
👉🏻 How will I know when it’s time to move?
👉🏻 How do I protect my home or investment properties from unnecessary taxes, legal fees,
and liabilities?
👉🏻 What are my living options as I age?
👉🏻 How do I create generational wealth and pass on a legacy now?
Dan Gervais is a Certified Real Estate Planner who has helped hundreds of Cape Codders to either downsize or create a plan to make sure their home can safely meet there changing needs. The Gervais Group has the knowledge, training, and experience to compassionately guide real estate owners in ways to preserve generational wealth, minimize taxes, and facilitate the goals of their families .
Dan will be joined by a panel of special guest speakers including:
Jim Monti is the Principal and Owner of Oasis Senior Advisors covering Plymouth, Cape Cod, the Southcoast and the surrounding areas. Jim is a Certified Senior Advisor and a Certified Dementia Practitioner with a passion for helping the senior community. At Oasis, Jim makes the very complicated process of selecting a senior living option manageable. Every older adult has different needs, interests, activity levels and budgets and there’s no one-size-fits-all solution. With a combination of Jim’s expertise and Oasis’ proprietary OasisIQ technology, he is able to serve senior’s by providing a short list of senior living communities that are truly the best fit based on their individual situations.
Erin L. Nunes, Esq. is a Partner at the estate planning and elder law firm of Surprenant & Beneski, P.C.. Attorney Nunes is known for her compassionate approach to helping older clients and their families navigate the financial and legal challenges associated with long-term care. Not only does her work protect assets from long-term care costs, it also ensures seamless transfer of inheritance to the next generation. Since joining the practice in 2005, Erin has been committed to educating the community about issues facing older adults and she frequently lectures and writes articles on the topics of elder law and estate, trust, and special needs planning.
Advanced registration is required as space is limited.
We look forward to seeing you there!
