Upcoming Classes & Seminars
Free, no-pressure sessions for San Jose seniors, adult children, and families navigating downsizing, home equity, and aging in place. Seats are limited — RSVP to reserve your spot.
Downsize with Confidence: Senior Transition Planning
A relaxed, step-by-step walkthrough for seniors and adult children preparing to right-size. We cover where to start, what to keep, timing the market, and how to avoid the most common (and costly) downsizing mistakes.
Reverse Mortgages & HELOCs: Funding Your Next Chapter
Cut through the jargon. This session explains how home equity can fund aging in place, home modifications, or a smoother transition — without giving up your home's upside. Presented with a local financial planner.
Aging in Place: Home Accessibility Modifications 101
Staying home? Learn the practical, low-stress upgrades that keep a San Jose house safe and comfortable for decades — from zero-step entries and grab bars to wider doorways — plus the local programs that help pay for them.
Can't Make a Date?
Request a private 1-on-1 senior strategy session or host a custom workshop for your community group, church, or HOA.